Invesco Zacks Mid-Cap ETF
CZA
56 hedge funds and large institutions have $87.9M invested in Invesco Zacks Mid-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 22 reducing their positions, and 6 closing their positions.
7% more capital invested
Capital invested by funds: $82.4M → $87.9M (+$5.47M)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
1.57% less ownership
Funds ownership: 44.06% → 42.49% (-1.6%)
2% less funds holding
Funds holding: 57 → 56 (-1)
64% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NL
NWAM LLC
Mercer Island,
Washington
|
+$1.71M |
| 2 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$1.21M |
| 3 |
Goldman Sachs
New York
|
+$510K |
| 4 |
SAI
Savvy Advisors Inc
New York
|
+$321K |
| 5 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$195K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.98M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.36M |
| 3 |
IMC Chicago
Chicago,
Illinois
|
-$1.17M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$766K |
| 5 |
EAM
Empirical Asset Management
Wellesley,
Massachusetts
|
-$717K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PS
51
Principal Securities
Des Moines,
Iowa
| $44.4K | – | – | – |
|
|
SWM
52
Spire Wealth Management
Mclean,
Virginia
| $15.3K | – | – | – |
|
53
William Blair & Company
Chicago,
Illinois
| $14.6K | – | – | – |
|
54
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $13.8K | – | – | – |
|
|
NA
55
NewEdge Advisors
New Orleans,
Louisiana
| $3.36K | – | – | – |
|
|
HWA
56
HHM Wealth Advisors
Chattanooga,
Tennessee
| $3.25K | – | – | – |
|
|
SFC
57
Strategic Financial Concepts
San Antonio,
Texas
| – | -$30.9K | -31,143 | Closed |
|
|
58
IMC Chicago
Chicago,
Illinois
| – | -$1.17M | -11,991 | Closed |
|
|
OMC
59
Old Mission Capital
Chicago,
Illinois
| – | -$766K | -7,850 | Closed |
|
|
EAM
60
Empirical Asset Management
Wellesley,
Massachusetts
| – | -$717K | -7,341 | Closed |
|
|
ATPW
61
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| – | -$22.7K | -232 | Closed |
|
|
IAIM
62
International Assets Investment Management
Orlando,
Florida
| – | -$12.3K | -126 | Closed |
|
CZA Hedge Fund Activity: Q3 2024 in Review
56 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q3 2024, worth a combined $87.9M — up 6.6% from $82.4M a quarter earlier.
Fund positioning in CZA was balanced in Q3 2024: 6 funds opened new positions, 6 closed out, 8 added to existing stakes and 22 trimmed.
The largest buyer was NWAM LLC, opening a new position worth an estimated $1.71M. The largest seller was LPL Financial, cutting an estimated $1.98M.
- 56 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q3 2024, down from 57 in Q2 2024.
- Funds reported $87.9M of Invesco Zacks Mid-Cap ETF stock for Q3 2024, up 6.6% quarter-over-quarter.
- 6 funds opened new Invesco Zacks Mid-Cap ETF positions in Q3 2024 and 6 closed out, a net change of 0 holders.
- The largest Invesco Zacks Mid-Cap ETF buyer in Q3 2024 was NWAM LLC, an estimated $1.71M added.
- The largest Invesco Zacks Mid-Cap ETF seller in Q3 2024 was LPL Financial, an estimated $1.98M sold.
Based on aggregated 13F filings for Q3 2024.