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Invesco Zacks Mid-Cap ETF
CZA

Overview Fund Activity

22 hedge funds and large institutions have $24.1M invested in Invesco Zacks Mid-Cap ETF in 2013 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 1 closing their positions.

Holders
22
Holders Change
–
Holders Change %
0%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
11
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$1.92M
2
AIG
2
American International Group
New York
$1M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$600K
4
GLA
4
Great Lakes Advisors
Illinois
$355K
5
FAAS
5
First Allied Advisory Services
California
$492K

Top Sellers

1
FHC
1
First Heartland Consultants
Missouri
$0
2
Bank of America
2
Bank of America
North Carolina
$2.22M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.23M
4
Morgan Stanley
4
Morgan Stanley
New York
$5.87M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$454K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$5.87M 129,328 -906 -0.7%
Wells Fargo
2
Wells Fargo
California
$3.86M 85,072 +339 +0.4%
Bank of America
3
Bank of America
North Carolina
$2.22M 48,781 -3,258 -6%
LPL Financial
4
LPL Financial
California
$1.92M 42,320 +13,712 +48%
LIM
5
Leavell Investment Management
Alabama
$1.41M 31,000 – –
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.23M 26,995 -1,594 -6%
VFS
7
VSR Financial Services
Kansas
$1.18M 25,937 +2,223 +9%
U
8
UBS
Switzerland
$1.16M 25,585 +1,151 +5%
AIG
9
American International Group
New York
$1M 22,061 +12,286 +126%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$785K 17,289 +1,835 +12%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$600K 13,219 +10,919 +475%
BRWA
12
B. Riley Wealth Advisors
Florida
$568K 12,510 +1,030 +9%
RIL
13
Rothschild Investment LLC
Illinois
$567K 12,500 – –
FAAS
14
First Allied Advisory Services
California
$492K 10,814 +3,174 +42%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$454K 10,004 -120 -1%
GLA
16
Great Lakes Advisors
Illinois
$355K 7,809 +7,809 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$313K 6,892 +191 +3%
Creative Planning
18
Creative Planning
Kansas
$51K 1,125 – –
MFS
19
MSI Financial Services
Massachusetts
$42K 924 +455 +97%
PAS
20
Partnervest Advisory Services
California
$14K 300 – –
Citigroup
21
Citigroup
New York
$5K 116 – –
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6 135 +135 New
FHC
23
First Heartland Consultants
Missouri
– – -4,905 Closed