Invesco Zacks Mid-Cap ETF
CZA
57 hedge funds and large institutions have $82.4M invested in Invesco Zacks Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 29 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
4% more funds holding
Funds holding: 55 → 57 (+2)
18.16% less ownership
Funds ownership: 62.22% → 44.06% (-18%)
36% less capital invested
Capital invested by funds: $128M → $82.4M (-$45.9M)
72% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$3.07M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.28M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.19M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$773K |
| 5 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$588K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$37.9M |
| 2 |
IMC Chicago
Chicago,
Illinois
|
-$1.89M |
| 3 |
NL
NWAM LLC
Mercer Island,
Washington
|
-$1.66M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$675K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$518K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
51
Spire Wealth Management
Mclean,
Virginia
| $13.8K | – | – | – |
|
52
William Blair & Company
Chicago,
Illinois
| $13.2K | – | – | – |
|
53
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $12.4K | -$1.18K | -12 | -9% |
|
|
IAIM
54
International Assets Investment Management
Orlando,
Florida
| $12.3K | +$12.4K | +126 | New |
|
|
NA
55
NewEdge Advisors
New Orleans,
Louisiana
| $3.03K | – | – | – |
|
|
HWA
56
HHM Wealth Advisors
Chattanooga,
Tennessee
| $2.93K | – | – | – |
|
|
FHC
57
First Heartland Consultants
Lake St. Louis,
Missouri
| $242 | – | – | – |
|
|
NL
58
NWAM LLC
Mercer Island,
Washington
| – | -$1.66M | -16,773 | Closed |
|
CZA Hedge Fund Activity: Q2 2024 in Review
57 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q2 2024, worth a combined $82.4M — down 36% from $128M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CZA positions and 1 closed out — a net gain of 4 holders — while 8 added to existing stakes and 29 trimmed.
The largest buyer was Strategic Financial Concepts, opening a new position worth an estimated $3.07M. The largest seller was Morgan Stanley, cutting an estimated $37.9M.
- 57 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q2 2024, up from 55 in Q1 2024.
- Funds reported $82.4M of Invesco Zacks Mid-Cap ETF stock for Q2 2024, down 36% quarter-over-quarter.
- 5 funds opened new Invesco Zacks Mid-Cap ETF positions in Q2 2024 and 1 closed out, a net change of +4 holders.
- The largest Invesco Zacks Mid-Cap ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $3.07M added.
- The largest Invesco Zacks Mid-Cap ETF seller in Q2 2024 was Morgan Stanley, an estimated $37.9M sold.
Based on aggregated 13F filings for Q2 2024.