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Invesco Zacks Mid-Cap ETF
CZA

Overview Fund Activity

29 hedge funds and large institutions have $25.5M invested in Invesco Zacks Mid-Cap ETF in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
7
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BRWA
1
B. Riley Wealth Advisors
Florida
$717K
2
PAG
2
Private Advisor Group
New Jersey
$354K
3
CS
3
Credit Suisse
Switzerland
$867K
4
Wells Fargo
4
Wells Fargo
California
$4.4M
5
LPL Financial
5
LPL Financial
California
$2.33M

Top Sellers

1
VFS
1
VSR Financial Services
Kansas
$602K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$472K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$808K
4
Jane Street
4
Jane Street
New York
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.92M 142,501 +2,224 +2%
Wells Fargo
2
Wells Fargo
California
$4.4M 90,657 +3,514 +4%
LPL Financial
3
LPL Financial
California
$2.33M 48,009 +3,249 +7%
Bank of America
4
Bank of America
North Carolina
$1.47M 30,234 +2,855 +10%
LIM
5
Leavell Investment Management
Alabama
$1.26M 26,000 -5,000 -16%
CS
6
Credit Suisse
Switzerland
$867K 17,851 +5,653 +46%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$808K 16,618 -20,870 -56%
U
8
UBS
Switzerland
$785K 16,164 -632 -4%
FAAS
9
First Allied Advisory Services
California
$784K 16,115 -621 -4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$777K 15,990 -1,343 -8%
BRWA
11
B. Riley Wealth Advisors
Florida
$717K 29,500 +15,490 +111%
RJA
12
Raymond James & Associates
Florida
$699K 14,395 +1,740 +14%
GLA
13
Great Lakes Advisors
Illinois
$632K 13,008 -45 -0.3%
RIL
14
Rothschild Investment LLC
Illinois
$607K 12,500 – –
VFS
15
VSR Financial Services
Kansas
$602K 12,382 -45,419 -79%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$472K 9,700 -22,700 -70%
AIG
17
American International Group
New York
$457K 9,397 – –
PAG
18
Private Advisor Group
New Jersey
$354K 7,293 +7,293 New
FHC
19
First Heartland Consultants
Missouri
$250K 5,155 – –
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$111K 2,285 – –
SNT
21
Security National Trust
West Virginia
$77K 1,595 +1,595 New
Creative Planning
22
Creative Planning
Kansas
$55K 1,125 – –
MFS
23
MSI Financial Services
Massachusetts
$35K 724 -200 -22%
Ameriprise
24
Ameriprise
Minnesota
$17K 342 +342 New
PAS
25
Partnervest Advisory Services
California
$15K 300 – –
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