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Invesco Zacks Mid-Cap ETF
CZA

Overview Fund Activity

32 hedge funds and large institutions have $49.9M invested in Invesco Zacks Mid-Cap ETF in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 3 closing their positions.

Holders
32
Holders Change
+2
Holders Change %
+6.67%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
7
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$905K
2
LPL Financial
2
LPL Financial
California
$3.63M
3
Ameriprise
3
Ameriprise
Minnesota
$1.57M
4
UBS Group
4
UBS Group
Switzerland
$4.95M
5
PAG
5
Private Advisor Group
New Jersey
$1.32M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$9.03M
2
Wells Fargo
2
Wells Fargo
California
$4.02M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.39M
4
MAA
4
Managed Account Advisors
New Jersey
$31K
5
Citadel Advisors
5
Citadel Advisors
Florida
$2M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$12.9M 253,659 +541 +0.2%
Bank of America
2
Bank of America
North Carolina
$9.03M 177,374 -641,982 -78%
UBS Group
3
UBS Group
Switzerland
$4.95M 97,295 +9,888 +11%
Wells Fargo
4
Wells Fargo
California
$4.02M 78,947 -42,933 -35%
LPL Financial
5
LPL Financial
California
$3.63M 71,267 +12,365 +21%
Citadel Advisors
6
Citadel Advisors
Florida
$2M 39,318 -12,609 -24%
Ameriprise
7
Ameriprise
Minnesota
$1.57M 30,783 +11,188 +57%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.39M 27,397 -15,663 -36%
LIM
9
Leavell Investment Management
Alabama
$1.32M 26,000 – –
PAG
10
Private Advisor Group
New Jersey
$1.32M 25,916 +8,460 +48%
VFS
11
VSR Financial Services
Kansas
$1.27M 25,001 -461 -2%
BRWA
12
B. Riley Wealth Advisors
Florida
$947K 18,610 -200 -1%
Jane Street
13
Jane Street
New York
$905K 17,783 +17,783 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$857K 16,837 -334 -2%
RJA
15
Raymond James & Associates
Florida
$725K 14,253 -3,840 -21%
PFS
16
Prospera Financial Services
Texas
$656K 12,888 -722 -5%
RIL
17
Rothschild Investment LLC
Illinois
$636K 12,500 – –
GLA
18
Great Lakes Advisors
Illinois
$355K 6,983 -480 -6%
AIG
19
American International Group
New York
$326K 6,401 -935 -13%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$244K 4,788 +1,095 +30%
PAS
21
Partnervest Advisory Services
California
$237K 4,667 +4,667 New
M&T Bank
22
M&T Bank
New York
$229K 4,500 – –
Goldman Sachs
23
Goldman Sachs
New York
$204K 4,002 +4,002 New
MFS
24
MSI Financial Services
Massachusetts
$91K 1,787 +1,263 +241%
MAA
25
Managed Account Advisors
New Jersey
$31K 610 -15,641 -96%
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