Invesco Zacks Mid-Cap ETF
CZA
55 hedge funds and large institutions have $87.6M invested in Invesco Zacks Mid-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 5 closing their positions.
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
14% more capital invested
Capital invested by funds: $77.1M → $87.6M (+$10.5M)
0.78% more ownership
Funds ownership: 41.13% → 41.91% (+0.78%)
0% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 18
2% less funds holding
Funds holding: 56 → 55 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.38M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.24M |
| 3 |
IMC Chicago
Chicago,
Illinois
|
+$1.19M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$427K |
| 5 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$200K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$5.45M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$744K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$325K |
| 4 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$318K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$286K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
William Blair & Company
Chicago,
Illinois
| $12K | – | – | – |
|
|
SBL
52
Sargent Bickham Lagudis
Boulder,
Colorado
| $6.49K | – | – | – |
|
|
HWA
53
HHM Wealth Advisors
Chattanooga,
Tennessee
| $2.67K | – | – | – |
|
54
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $533 | +$524 | +6 | New |
|
|
NA
55
NewEdge Advisors
New Orleans,
Louisiana
| $7 | +$7.25K | +83 | New |
|
|
PAG
56
Private Advisor Group
Morristown,
New Jersey
| – | -$325K | -4,061 | Closed |
|
|
WWM
57
Western Wealth Management
Golden,
Colorado
| – | -$318K | -3,974 | Closed |
|
|
58
Citadel Advisors
Miami,
Florida
| – | -$286K | -3,579 | Closed |
|
|
MFA
59
McClarren Financial Advisors
State College,
Pennsylvania
| – | -$41K | -518 | Closed |
|
|
SL
60
Savior LLC
Wellesley Hills,
Massachusetts
| – | -$18K | -223 | Closed |
|
CZA Hedge Fund Activity: Q4 2022 in Review
55 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q4 2022, worth a combined $87.6M — up 14% from $77.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CZA positions and 5 closed out — a net gain of 1 holder — while 18 added to existing stakes and 18 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.38M. The largest seller was Wells Fargo, cutting an estimated $5.45M.
- 55 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q4 2022, down from 56 in Q3 2022.
- Funds reported $87.6M of Invesco Zacks Mid-Cap ETF stock for Q4 2022, up 14% quarter-over-quarter.
- 6 funds opened new Invesco Zacks Mid-Cap ETF positions in Q4 2022 and 5 closed out, a net change of +1 holder.
- The largest Invesco Zacks Mid-Cap ETF buyer in Q4 2022 was Morgan Stanley, an estimated $4.38M added.
- The largest Invesco Zacks Mid-Cap ETF seller in Q4 2022 was Wells Fargo, an estimated $5.45M sold.
Based on aggregated 13F filings for Q4 2022.