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Invesco Zacks Mid-Cap ETF
CZA

Overview Fund Activity

30 hedge funds and large institutions have $42.7M invested in Invesco Zacks Mid-Cap ETF in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
30
Holders Change
+1
Holders Change %
+3.45%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
9
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$16.2M
2
U
2
UBS
Switzerland
$3.37M
3
Morgan Stanley
3
Morgan Stanley
New York
$8.4M
4
Jane Street
4
Jane Street
New York
$413K
5
PAG
5
Private Advisor Group
New Jersey
$686K

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$111K
3
BRWA
3
B. Riley Wealth Advisors
Florida
$773K
4
Wells Fargo
4
Wells Fargo
California
$3.76M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$16.2M 336,395 +306,161 +1,013%
Morgan Stanley
2
Morgan Stanley
New York
$8.4M 173,892 +31,391 +22%
Wells Fargo
3
Wells Fargo
California
$3.76M 77,932 -12,725 -14%
U
4
UBS
Switzerland
$3.37M 69,871 +53,707 +332%
LPL Financial
5
LPL Financial
California
$2.4M 50,688 +2,679 +6%
LIM
6
Leavell Investment Management
Alabama
$1.26M 26,000 – –
BRWA
7
B. Riley Wealth Advisors
Florida
$773K 16,000 -13,500 -46%
RJA
8
Raymond James & Associates
Florida
$732K 15,157 +762 +5%
FAAS
9
First Allied Advisory Services
California
$724K 15,016 -1,099 -7%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$724K 14,982 -1,008 -6%
PAG
11
Private Advisor Group
New Jersey
$686K 14,205 +6,912 +95%
RIL
12
Rothschild Investment LLC
Illinois
$604K 12,500 – –
VFS
13
VSR Financial Services
Kansas
$598K 12,379 -3 -0%
GLA
14
Great Lakes Advisors
Illinois
$478K 9,906 -3,102 -24%
Jane Street
15
Jane Street
New York
$413K 8,548 +8,548 New
AIG
16
American International Group
New York
$405K 8,395 -1,002 -11%
FHC
17
First Heartland Consultants
Missouri
$249K 5,155 – –
BRWM
18
B. Riley Wealth Management
Tennessee
$234K 4,865 +4,865 New
M&T Bank
19
M&T Bank
New York
$217K 4,500 +4,500 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$170K 3,525 +1,240 +54%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$111K 2,300 -14,318 -86%
Creative Planning
22
Creative Planning
Kansas
$63K 1,310 +185 +16%
SNT
23
Security National Trust
West Virginia
$58K 1,205 -390 -24%
MFS
24
MSI Financial Services
Massachusetts
$28K 574 -150 -21%
Ameriprise
25
Ameriprise
Minnesota
$19K 395 +53 +15%
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