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Invesco Zacks Mid-Cap ETF
CZA

20 hedge funds and large institutions have $16.4M invested in Invesco Zacks Mid-Cap ETF in 2013 Q2 according to their latest regulatory filings, with 20 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

22.35% more ownership

Funds ownership: 0% → 22.35% (+22%)

Holders
20
Holders Change
+20
Holders Change %
–
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.28M +$5.22M +132,935 New
Wells Fargo
2
Wells Fargo
California
$3.65M +$3.61M +92,001 New
Bank of America
3
Bank of America
North Carolina
$1.96M +$1.93M +49,269 New
LIM
4
Leavell Investment Management
Alabama
$1.03M +$1.02M +26,000 New
LPL Financial
5
LPL Financial
California
$885K +$874K +22,272 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$574K +$568K +14,458 New
RIL
7
Rothschild Investment LLC
Illinois
$496K +$491K +12,500 New
BRWA
8
B. Riley Wealth Advisors
Florida
$450K +$445K +11,340 New
VFS
9
VSR Financial Services
Kansas
$413K +$408K +10,401 New
AIG
10
American International Group
New York
$388K +$384K +9,779 New
U
11
UBS
Switzerland
$329K +$326K +8,291 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$305K +$301K +7,664 New
Bank of New York Mellon
13
Bank of New York Mellon
New York
$304K +$300K +7,651 New
FHC
14
First Heartland Consultants
Missouri
$223K +$220K +5,605 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$58K +$56.9K +1,450 New
Creative Planning
16
Creative Planning
Kansas
$45K +$44.2K +1,125 New
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$13K +$13K +330 New
PAS
18
Partnervest Advisory Services
California
$8K +$7.85K +200 New
Citigroup
19
Citigroup
New York
$5K +$4.55K +116 New
SFS
20
Signator Financial Services
Massachusetts
$5K +$5.3K +135 New

CZA Hedge Fund Activity: Q2 2013 in Review

20 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q2 2013, worth a combined $16.4M.

Buyers outnumbered sellers: 20 funds opened new CZA positions and 0 closed out — a net gain of 20 holders — while 0 added to existing stakes and 0 trimmed.

  • 20 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $16.4M of Invesco Zacks Mid-Cap ETF stock for Q2 2013.
  • 20 funds opened new Invesco Zacks Mid-Cap ETF positions in Q2 2013 and 0 closed out, a net change of +20 holders.

Based on aggregated 13F filings for Q2 2013.