Invesco Zacks Mid-Cap ETF
CZA
52 hedge funds and large institutions have $72M invested in Invesco Zacks Mid-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 5 closing their positions.
0.21% less ownership
Funds ownership: 38.83% → 38.62% (-0.21%)
4% less funds holding
Funds holding: 54 → 52 (-2)
10% less capital invested
Capital invested by funds: $79.9M → $72M (-$7.9M)
29% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 17
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.61M |
| 2 |
IMC Chicago
Chicago,
Illinois
|
+$1.57M |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$1.36M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$738K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$181K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$4.68M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.09M |
| 3 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$781K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$697K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$543K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HWA
51
HHM Wealth Advisors
Chattanooga,
Tennessee
| $2.56K | – | – | – |
|
52
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $511 | – | – | – |
|
|
53
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.09M | -12,188 | Closed |
|
|
SOS
54
Silver Oak Securities
Jackson,
Tennessee
| – | -$781K | -8,755 | Closed |
|
|
ZIMP
55
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
| – | -$405K | -4,542 | Closed |
|
|
FTUS
56
Flow Traders U.S.
New York
| – | -$204K | -2,281 | Closed |
|
|
CAS
57
Coppell Advisory Solutions
Coppell,
Texas
| – | -$972 | -11 | Closed |
|
CZA Hedge Fund Activity: Q3 2023 in Review
52 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q3 2023, worth a combined $72M — down 9.9% from $79.9M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of CZA and 3 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 12 added.
The largest buyer was Morgan Stanley, adding an estimated $1.61M. The largest seller was LPL Financial, cutting an estimated $4.68M.
- 52 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q3 2023, down from 54 in Q2 2023.
- Funds reported $72M of Invesco Zacks Mid-Cap ETF stock for Q3 2023, down 9.9% quarter-over-quarter.
- 3 funds opened new Invesco Zacks Mid-Cap ETF positions in Q3 2023 and 5 closed out, a net change of -2 holders.
- The largest Invesco Zacks Mid-Cap ETF buyer in Q3 2023 was Morgan Stanley, an estimated $1.61M added.
- The largest Invesco Zacks Mid-Cap ETF seller in Q3 2023 was LPL Financial, an estimated $4.68M sold.
Based on aggregated 13F filings for Q3 2023.