Invesco Zacks Mid-Cap ETF
CZA
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.
175% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 4
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
17% more capital invested
Capital invested by funds: $20.6M → $24.1M (+$3.49M)
0% more funds holding
Funds holding: 22 → 22 (0)
0.39% less ownership
Funds ownership: 21.62% → 21.23% (-0.39%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$605K |
| 2 |
AIG
American International Group
New York
|
+$542K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$482K |
| 4 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
+$344K |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$140K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$210K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$144K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$70.3K |
| 4 |
Morgan Stanley
New York
|
-$40K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$5.29K |
CZA Hedge Fund Activity: Q4 2013 in Review
22 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q4 2013, worth a combined $24.1M — up 17% from $20.6M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new CZA positions and 1 closed out — a net gain of 1 holder — while 11 added to existing stakes and 4 trimmed.
The largest buyer was LPL Financial, adding an estimated $605K. The largest seller was First Heartland Consultants, exiting entirely with an estimated $210K sold.
- 22 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q4 2013, unchanged from Q3 2013.
- Funds reported $24.1M of Invesco Zacks Mid-Cap ETF stock for Q4 2013, up 17% quarter-over-quarter.
- 2 funds opened new Invesco Zacks Mid-Cap ETF positions in Q4 2013 and 1 closed out, a net change of +1 holder.
- The largest Invesco Zacks Mid-Cap ETF buyer in Q4 2013 was LPL Financial, an estimated $605K added.
- The largest Invesco Zacks Mid-Cap ETF seller in Q4 2013 was First Heartland Consultants, an estimated $210K sold.
Based on aggregated 13F filings for Q4 2013.