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Invesco Zacks Mid-Cap ETF

36 hedge funds and large institutions have $50.7M invested in Invesco Zacks Mid-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

10% more capital invested

Capital invested by funds: $46.1M → $50.7M (+$4.57M)

3% more funds holding

Funds holding: 3536 (+1)

0.1% less ownership

Funds ownership: 28.55%28.45% (-0.1%)

Holders
36
Holders Change
+1
Holders Change %
+2.86%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
14
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$7.41M +$1.64M +27,745 +29%
UBS Group
2
UBS Group
Switzerland
$6.28M +$120K +2,020 +2%
Wells Fargo
3
Wells Fargo
California
$4.83M -$195K -3,299 -4%
LPL Financial
4
LPL Financial
California
$4.71M +$947 +16 +0%
WDL
5
Well Done LLC
Michigan
$3.8M +$126K +2,129 +3%
Jane Street
6
Jane Street
New York
$3.6M +$1.89M +31,955 +115%
Morgan Stanley
7
Morgan Stanley
New York
$3.11M -$2.07M -34,980 -40%
Ameriprise
8
Ameriprise
Minnesota
$1.99M +$246K +4,164 +14%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.68M -$425K -7,179 -20%
Bank of America
10
Bank of America
North Carolina
$1.65M -$645K -10,900 -28%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$1.18M +$860K +14,529 +290%
Stifel Financial
12
Stifel Financial
Missouri
$1.12M +$1.1M +18,571 New
VKH
13
Virtu KCG Holdings
New York
$1.11M +$1.09M +18,468 New
PAS
14
Partnervest Advisory Services
California
$1.1M -$131K -2,218 -11%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.1M +$52K +879 +5%
LIM
16
Leavell Investment Management
Alabama
$1.09M
RIL
17
Rothschild Investment LLC
Illinois
$633K
PAG
18
Private Advisor Group
New Jersey
$619K +$79.9K +1,350 +15%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$611K +$52.1K +880 +10%
GLA
20
Great Lakes Advisors
Illinois
$492K +$18.6K +314 +4%
AG
21
Advisor Group
Arizona
$430K +$222K +3,751 +111%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$430K +$236K +3,983 +126%
VFA
23
Voya Financial Advisors
Connecticut
$391K -$48K -811 -11%
LFAS
24
Level Four Advisory Services
Texas
$374K
FHC
25
First Heartland Consultants
Missouri
$262K +$257K +4,339 New

CZA Hedge Fund Activity: Q2 2017 in Review

36 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q2 2017, worth a combined $50.7M — up 9.9% from $46.1M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new CZA positions and 2 closed out — a net gain of 1 holder — while 14 added to existing stakes and 9 trimmed.

The largest buyer was Jane Street, adding an estimated $1.89M. The largest seller was Morgan Stanley, cutting an estimated $2.07M.

  • 36 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q2 2017, up from 35 in Q1 2017.
  • Funds reported $50.7M of Invesco Zacks Mid-Cap ETF stock for Q2 2017, up 9.9% quarter-over-quarter.
  • 3 funds opened new Invesco Zacks Mid-Cap ETF positions in Q2 2017 and 2 closed out, a net change of +1 holder.
  • The largest Invesco Zacks Mid-Cap ETF buyer in Q2 2017 was Jane Street, an estimated $1.89M added.
  • The largest Invesco Zacks Mid-Cap ETF seller in Q2 2017 was Morgan Stanley, an estimated $2.07M sold.

Based on aggregated 13F filings for Q2 2017.