Invesco Zacks Mid-Cap ETF
CZA
54 hedge funds and large institutions have $79.9M invested in Invesco Zacks Mid-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 19 reducing their positions, and 5 closing their positions.
10% more capital invested
Capital invested by funds: $72.8M → $79.9M (+$7.11M)
0.44% less ownership
Funds ownership: 39.27% → 38.83% (-0.44%)
4% less funds holding
Funds holding: 56 → 54 (-2)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
42% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$779K |
| 2 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$754K |
| 3 |
SC
Savant Capital
Rockford,
Illinois
|
+$754K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$487K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$174K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$3.14M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$1.24M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$705K |
| 4 |
BWM
Birchcreek Wealth Management
Miami Township,
Ohio
|
-$465K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$414K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NA
51
NewEdge Advisors
New Orleans,
Louisiana
| $2.77K | -$5K | -58 | -65% |
|
|
HWA
52
HHM Wealth Advisors
Chattanooga,
Tennessee
| $2.68K | – | – | – |
|
|
CAS
53
Coppell Advisory Solutions
Coppell,
Texas
| $972 | +$948 | +11 | New |
|
54
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $535 | – | – | – |
|
|
BWM
55
Birchcreek Wealth Management
Miami Township,
Ohio
| – | -$465K | -5,326 | Closed |
|
56
Citadel Advisors
Miami,
Florida
| – | -$248K | -2,842 | Closed |
|
|
AAS
57
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$157K | -1,797 | Closed |
|
|
ASN
58
Advisory Services Network
Atlanta,
Georgia
| – | -$33.2K | -380 | Closed |
|
|
PO
59
Private Ocean
San Rafael,
California
| – | -$437 | -5 | Closed |
|
CZA Hedge Fund Activity: Q2 2023 in Review
54 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q2 2023, worth a combined $79.9M — up 9.8% from $72.8M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of CZA and 4 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 11 added.
The largest buyer was Morgan Stanley, adding an estimated $779K. The largest seller was LPL Financial, cutting an estimated $3.14M.
- 54 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q2 2023, down from 56 in Q1 2023.
- Funds reported $79.9M of Invesco Zacks Mid-Cap ETF stock for Q2 2023, up 9.8% quarter-over-quarter.
- 4 funds opened new Invesco Zacks Mid-Cap ETF positions in Q2 2023 and 5 closed out, a net change of -1 holder.
- The largest Invesco Zacks Mid-Cap ETF buyer in Q2 2023 was Morgan Stanley, an estimated $779K added.
- The largest Invesco Zacks Mid-Cap ETF seller in Q2 2023 was LPL Financial, an estimated $3.14M sold.
Based on aggregated 13F filings for Q2 2023.