Invesco Zacks Mid-Cap ETF
CZA
22 hedge funds and large institutions have $20.6M invested in Invesco Zacks Mid-Cap ETF in 2013 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and closing their positions.
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
25% more capital invested
Capital invested by funds: $16.4M → $20.6M (+$4.18M)
10% more funds holding
Funds holding: 20 → 22 (+2)
0.74% less ownership
Funds ownership: 22.35% → 21.62% (-0.74%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$866K |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$668K |
| 3 |
VFS
VSR Financial Services
Overland Park,
Kansas
|
+$551K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$405K |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$316K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$301K |
| 2 |
Morgan Stanley
New York
|
-$112K |
| 3 |
Bank of New York Mellon
New York
|
-$39.3K |
| 4 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$29K |
| 5 |
AIG
American International Group
New York
|
-$165 |
CZA Hedge Fund Activity: Q3 2013 in Review
22 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q3 2013, worth a combined $20.6M — up 25% from $16.4M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new CZA positions and 0 closed out — a net gain of 2 holders — while 11 added to existing stakes and 5 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $866K. The largest seller was Wells Fargo, cutting an estimated $301K.
- 22 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q3 2013, up from 20 in Q2 2013.
- Funds reported $20.6M of Invesco Zacks Mid-Cap ETF stock for Q3 2013, up 25% quarter-over-quarter.
- 2 funds opened new Invesco Zacks Mid-Cap ETF positions in Q3 2013 and 0 closed out, a net change of +2 holders.
- The largest Invesco Zacks Mid-Cap ETF buyer in Q3 2013 was Susquehanna International Group, an estimated $866K added.
- The largest Invesco Zacks Mid-Cap ETF seller in Q3 2013 was Wells Fargo, an estimated $301K sold.
Based on aggregated 13F filings for Q3 2013.