Invesco Zacks Mid-Cap ETF
CZA
55 hedge funds and large institutions have $86.2M invested in Invesco Zacks Mid-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
33% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 15
2.09% more ownership
Funds ownership: 42.49% → 44.59% (+2.1%)
2% less capital invested
Capital invested by funds: $87.9M → $86.2M (-$1.68M)
2% less funds holding
Funds holding: 56 → 55 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IMC Chicago
Chicago,
Illinois
|
+$1.96M |
| 2 |
Goldman Sachs
New York
|
+$877K |
| 3 |
LPL Financial
San Diego,
California
|
+$785K |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$621K |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$477K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NL
NWAM LLC
Mercer Island,
Washington
|
-$1.81M |
| 2 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$1.28M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$280K |
| 4 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$207K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$198K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
51
Spire Wealth Management
Mclean,
Virginia
| $14.9K | +$109 | +1 | +0.7% |
|
52
William Blair & Company
Chicago,
Illinois
| $14K | – | – | – |
|
53
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $13.2K | – | – | – |
|
|
NA
54
NewEdge Advisors
New Orleans,
Louisiana
| $3.22K | – | – | – |
|
|
HWA
55
HHM Wealth Advisors
Chattanooga,
Tennessee
| $3.12K | – | – | – |
|
|
NL
56
NWAM LLC
Mercer Island,
Washington
| – | -$1.81M | -16,738 | Closed |
|
|
SOS
57
Silver Oak Securities
Jackson,
Tennessee
| – | -$1.28M | -11,808 | Closed |
|
|
CCFM
58
Clear Creek Financial Management
Silverdale,
Washington
| – | -$207K | -1,912 | Closed |
|
CZA Hedge Fund Activity: Q4 2024 in Review
55 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q4 2024, worth a combined $86.2M — down 1.9% from $87.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CZA positions and 3 closed out — a net gain of 2 holders — while 20 added to existing stakes and 15 trimmed.
The largest buyer was IMC Chicago, opening a new position worth an estimated $1.96M. The largest seller was NWAM LLC, exiting entirely with an estimated $1.81M sold.
- 55 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q4 2024, down from 56 in Q3 2024.
- Funds reported $86.2M of Invesco Zacks Mid-Cap ETF stock for Q4 2024, down 1.9% quarter-over-quarter.
- 5 funds opened new Invesco Zacks Mid-Cap ETF positions in Q4 2024 and 3 closed out, a net change of +2 holders.
- The largest Invesco Zacks Mid-Cap ETF buyer in Q4 2024 was IMC Chicago, an estimated $1.96M added.
- The largest Invesco Zacks Mid-Cap ETF seller in Q4 2024 was NWAM LLC, an estimated $1.81M sold.
Based on aggregated 13F filings for Q4 2024.