We are live on ! Find out more
CZA icon

Invesco Zacks Mid-Cap ETF

34 hedge funds and large institutions have $45.4M invested in Invesco Zacks Mid-Cap ETF in 2015 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

163% more capital inflows, than outflows

Capital inflows: $11.3M | Capital outflows: $4.28M

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

21% more funds holding

Funds holding: 28 → 34 (+6)

Holders
34
Holders Change
+6
Holders Change %
+21.43%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
11
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

CZA Hedge Fund Activity: Q4 2015 in Review

34 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q4 2015, worth a combined $45.4M — up 19% from $38.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CZA positions and 2 closed out — a net gain of 6 holders — while 11 added to existing stakes and 9 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.72M. The largest seller was Morgan Stanley, cutting an estimated $1.56M.

  • 34 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q4 2015, up from 28 in Q3 2015.
  • Funds reported $45.4M of Invesco Zacks Mid-Cap ETF stock for Q4 2015, up 19% quarter-over-quarter.
  • 8 funds opened new Invesco Zacks Mid-Cap ETF positions in Q4 2015 and 2 closed out, a net change of +6 holders.
  • The largest Invesco Zacks Mid-Cap ETF buyer in Q4 2015 was LPL Financial, an estimated $2.72M added.
  • The largest Invesco Zacks Mid-Cap ETF seller in Q4 2015 was Morgan Stanley, an estimated $1.56M sold.

Based on aggregated 13F filings for Q4 2015.