Invesco Zacks Mid-Cap ETF
CZA
56 hedge funds and large institutions have $72.8M invested in Invesco Zacks Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 6 increasing their positions, 20 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
2% more funds holding
Funds holding: 55 → 56 (+1)
2.64% less ownership
Funds ownership: 41.91% → 39.27% (-2.6%)
17% less capital invested
Capital invested by funds: $87.6M → $72.8M (-$14.8M)
70% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.22M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.1M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.06M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$610K |
| 5 |
BWM
Birchcreek Wealth Management
Miami Township,
Ohio
|
+$481K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$5.21M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.28M |
| 3 |
IMC Chicago
Chicago,
Illinois
|
-$1.21M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$1.19M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.05M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
William Blair & Company
Chicago,
Illinois
| $11.8K | – | – | – |
|
|
NA
52
NewEdge Advisors
New Orleans,
Louisiana
| $7.77K | +$542 | +6 | +7% |
|
53
Commonwealth Equity Services
Waltham,
Massachusetts
| $6.3K | -$57.4K | -635 | -0.9% |
|
|
HWA
54
HHM Wealth Advisors
Chattanooga,
Tennessee
| $2.62K | – | – | – |
|
55
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $524 | – | – | – |
|
|
PO
56
Private Ocean
San Rafael,
California
| $437 | +$452 | +5 | New |
|
|
IA
57
IFP Advisors
Tampa,
Florida
| – | -$1.05M | -15,986 | Closed |
|
|
58
IMC Chicago
Chicago,
Illinois
| – | -$1.21M | -13,570 | Closed |
|
|
IWC
59
Integrated Wealth Concepts
Waltham,
Massachusetts
| – | -$1.19M | -13,346 | Closed |
|
|
CCFM
60
Clear Creek Financial Management
Silverdale,
Washington
| – | -$204K | -2,290 | Closed |
|
|
MCC
61
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$29.6K | -333 | Closed |
|
CZA Hedge Fund Activity: Q1 2023 in Review
56 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q1 2023, worth a combined $72.8M — down 17% from $87.6M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new CZA positions and 5 closed out — a net gain of 5 holders — while 6 added to existing stakes and 20 trimmed.
The largest buyer was LPL Financial, adding an estimated $3.22M. The largest seller was Bank of America, cutting an estimated $5.21M.
- 56 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q1 2023, up from 55 in Q4 2022.
- Funds reported $72.8M of Invesco Zacks Mid-Cap ETF stock for Q1 2023, down 17% quarter-over-quarter.
- 10 funds opened new Invesco Zacks Mid-Cap ETF positions in Q1 2023 and 5 closed out, a net change of +5 holders.
- The largest Invesco Zacks Mid-Cap ETF buyer in Q1 2023 was LPL Financial, an estimated $3.22M added.
- The largest Invesco Zacks Mid-Cap ETF seller in Q1 2023 was Bank of America, an estimated $5.21M sold.
Based on aggregated 13F filings for Q1 2023.