Invesco Zacks Mid-Cap ETF
CZA
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.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
21% more funds holding
Funds holding: 28 → 34 (+6)
19% more capital invested
Capital invested by funds: $38.1M → $45.4M (+$7.32M)
4.35% more ownership
Funds ownership: 27.81% → 32.15% (+4.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.72M |
| 2 |
Jane Street
New York
|
+$1.83M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.08M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$617K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
+$252K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.56M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.12M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$679K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$664K |
| 5 |
AIG
American International Group
New York
|
-$82.3K |
CZA Hedge Fund Activity: Q4 2015 in Review
34 of the 3,812 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.