Invesco Zacks Mid-Cap ETF
CZA
55 hedge funds and large institutions have $128M invested in Invesco Zacks Mid-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 24 reducing their positions, and 8 closing their positions.
10% less funds holding
Funds holding: 61 → 55 (-6)
12% less capital invested
Capital invested by funds: $145M → $128M (-$16.8M)
12.51% less ownership
Funds ownership: 74.74% → 62.22% (-13%)
58% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 24
63% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 8
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$27.8M |
| 2 |
IMC Chicago
Chicago,
Illinois
|
+$2.97M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$669K |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
+$520K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$317K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFG
Jefferies Financial Group
New York
|
-$52.5M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.55M |
| 3 |
PCA
Pallas Capital Advisors
Braintree,
Massachusetts
|
-$719K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$458K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$456K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
51
Spire Wealth Management
Mclean,
Virginia
| $14.4K | – | – | – |
|
52
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $14.1K | – | – | – |
|
53
William Blair & Company
Chicago,
Illinois
| $13.7K | – | – | – |
|
|
NA
54
NewEdge Advisors
New Orleans,
Louisiana
| $3.15K | – | – | – |
|
|
HWA
55
HHM Wealth Advisors
Chattanooga,
Tennessee
| $3.05K | – | – | – |
|
|
JFG
56
Jefferies Financial Group
New York
| – | -$52.5M | -560,000 | Closed |
|
|
PCA
57
Pallas Capital Advisors
Braintree,
Massachusetts
| – | -$719K | -7,661 | Closed |
|
|
IAIM
58
International Assets Investment Management
Orlando,
Florida
| – | -$333K | -3,551 | Closed |
|
|
FFN
59
Focus Financial Network
Minneapolis,
Minnesota
| – | -$312K | -3,330 | Closed |
|
|
TFGT
60
TS Financial Group (TSFG)
Lake Forest,
Illinois
| – | -$186K | -1,982 | Closed |
|
|
ASN
61
Advisory Services Network
Atlanta,
Georgia
| – | -$35.6K | -380 | Closed |
|
62
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$18.9K | -200 | Closed |
|
63
Citigroup
New York
| – | -$16.5K | -176 | Closed |
|
CZA Hedge Fund Activity: Q1 2024 in Review
55 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q1 2024, worth a combined $128M — down 12% from $145M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of CZA and 3 opened new positions — a net loss of 5 holders — while 24 trimmed existing stakes and 10 added.
The largest buyer was Morgan Stanley, adding an estimated $27.8M. The largest seller was Jefferies Financial Group, exiting entirely with an estimated $52.5M sold.
- 55 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q1 2024, down from 61 in Q4 2023.
- Funds reported $128M of Invesco Zacks Mid-Cap ETF stock for Q1 2024, down 12% quarter-over-quarter.
- 3 funds opened new Invesco Zacks Mid-Cap ETF positions in Q1 2024 and 8 closed out, a net change of -5 holders.
- The largest Invesco Zacks Mid-Cap ETF buyer in Q1 2024 was Morgan Stanley, an estimated $27.8M added.
- The largest Invesco Zacks Mid-Cap ETF seller in Q1 2024 was Jefferies Financial Group, an estimated $52.5M sold.
Based on aggregated 13F filings for Q1 2024.