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Invesco Zacks Mid-Cap ETF
CZA

Overview Fund Activity

28 hedge funds and large institutions have $28.4M invested in Invesco Zacks Mid-Cap ETF in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 0 closing their positions.

Holders
28
Holders Change
+6
Holders Change %
+27.27%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
10
Reduced
5
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VFS
1
VSR Financial Services
Kansas
$2.68M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.74M
3
Jane Street
3
Jane Street
New York
$608K
4
RJA
4
Raymond James & Associates
Florida
$587K
5
CS
5
Credit Suisse
Switzerland
$565K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.27M
2
AIG
2
American International Group
New York
$436K
3
U
3
UBS
Switzerland
$778K
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$106K
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$311K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.5M 140,277 +10,949 +8%
Wells Fargo
2
Wells Fargo
California
$4.04M 87,143 +2,071 +2%
VFS
3
VSR Financial Services
Kansas
$2.68M 57,801 +31,864 +123%
LPL Financial
4
LPL Financial
California
$2.08M 44,760 +2,440 +6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.74M 37,488 +24,269 +184%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.5M 32,400 +5,405 +20%
LIM
7
Leavell Investment Management
Alabama
$1.44M 31,000 – –
Bank of America
8
Bank of America
North Carolina
$1.27M 27,379 -21,402 -44%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$803K 17,333 +44 +0.3%
U
10
UBS
Switzerland
$778K 16,796 -8,789 -34%
FAAS
11
First Allied Advisory Services
California
$778K 16,736 +5,922 +55%
BRWA
12
B. Riley Wealth Advisors
Florida
$649K 14,010 +1,500 +12%
Jane Street
13
Jane Street
New York
$608K 13,109 +13,109 New
GLA
14
Great Lakes Advisors
Illinois
$605K 13,053 +5,244 +67%
RJA
15
Raymond James & Associates
Florida
$587K 12,655 +12,655 New
RIL
16
Rothschild Investment LLC
Illinois
$579K 12,500 – –
CS
17
Credit Suisse
Switzerland
$565K 12,198 +12,198 New
AIG
18
American International Group
New York
$436K 9,397 -12,664 -57%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$311K 6,701 -191 -3%
FHC
20
First Heartland Consultants
Missouri
$239K 5,155 +5,155 New
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$106K 2,285 -7,719 -77%
Creative Planning
22
Creative Planning
Kansas
$52K 1,125 – –
MFS
23
MSI Financial Services
Massachusetts
$43K 924 – –
PAS
24
Partnervest Advisory Services
California
$14K 300 – –
WA
25
WFG Advisors
Texas
$13K 275 +275 New
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