CZA icon

Invesco Zacks Mid-Cap ETF
CZA

Overview Fund Activity

35 hedge funds and large institutions have $46.1M invested in Invesco Zacks Mid-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
35
Holders Change
+2
Holders Change %
+6.06%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
15
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$5.54M
2
Jane Street
2
Jane Street
New York
$1.61M
3
WDL
3
Well Done LLC
Michigan
$3.54M
4
LPL Financial
4
LPL Financial
California
$4.54M
5
Citadel Advisors
5
Citadel Advisors
Florida
$395K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.04M
2
Ameriprise
2
Ameriprise
Minnesota
$1.7M
3
Bank of America
3
Bank of America
North Carolina
$2.23M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.04M
5
FHC
5
First Heartland Consultants
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$5.95M 102,123 +2,001 +2%
RJA
2
Raymond James & Associates
Florida
$5.54M 95,078 +48,093 +102%
Morgan Stanley
3
Morgan Stanley
New York
$5.04M 86,553 -54,058 -38%
Wells Fargo
4
Wells Fargo
California
$4.86M 83,466 +722 +0.9%
LPL Financial
5
LPL Financial
California
$4.54M 78,061 +9,290 +14%
WDL
6
Well Done LLC
Michigan
$3.54M 60,844 +26,005 +75%
Bank of America
7
Bank of America
North Carolina
$2.23M 38,291 -37,599 -50%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.04M 35,022 -6,910 -16%
Ameriprise
9
Ameriprise
Minnesota
$1.7M 29,236 -39,297 -57%
Jane Street
10
Jane Street
New York
$1.61M 27,667 +27,667 New
PAS
11
Partnervest Advisory Services
California
$1.2M 20,531 +2,229 +12%
LIM
12
Leavell Investment Management
Alabama
$1.05M 18,100 -4,000 -18%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.01M 17,387 +2,008 +13%
IA
14
IFP Advisors
Florida
$923K 15,853 +800 +5%
RIL
15
Rothschild Investment LLC
Illinois
$611K 10,500 -200 -2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$539K 9,260 +2,304 +33%
PAG
17
Private Advisor Group
New Jersey
$515K 8,905 +2,619 +42%
GLA
18
Great Lakes Advisors
Illinois
$457K 7,846 +845 +12%
VFA
19
Voya Financial Advisors
Connecticut
$425K 7,327 +1,473 +25%
Citadel Advisors
20
Citadel Advisors
Florida
$395K 6,787 +6,787 New
LFAS
21
Level Four Advisory Services
Texas
$374K 6,477 +6,477 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$292K 5,006 -1,003 -17%
IWM
23
IHT Wealth Management
Illinois
$285K 11,671 +8,140 +231%
SPIA
24
Steward Partners Investment Advisory
New York
$231K 3,975 +3,975 New
AG
25
Advisor Group
Arizona
$197K 3,380 -137 -4%
1
2