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Invesco Zacks Mid-Cap ETF
CZA

Overview Fund Activity

40 hedge funds and large institutions have $58.6M invested in Invesco Zacks Mid-Cap ETF in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
40
Holders Change
+4
Holders Change %
+11.11%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
15
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$10.4M
2
LFAS
2
Level Four Advisory Services
Texas
$2M
3
LPL Financial
3
LPL Financial
California
$6.02M
4
B
4
Bridgeworth
Alabama
$764K
5
RJA
5
Raymond James & Associates
Florida
$8.28M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
PAS
2
Partnervest Advisory Services
California
$207K
3
IWM
3
IHT Wealth Management
Illinois
$180K
4
Stifel Financial
4
Stifel Financial
Missouri
$923K
5
Creative Planning
5
Creative Planning
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$10.4M 164,993 +84,826 +106%
RJA
2
Raymond James & Associates
Florida
$8.28M 131,715 +8,892 +7%
UBS Group
3
UBS Group
Switzerland
$6.81M 108,306 +4,163 +4%
LPL Financial
4
LPL Financial
California
$6.02M 95,671 +17,594 +23%
WDL
5
Well Done LLC
Michigan
$3.95M 62,761 -212 -0.3%
Morgan Stanley
6
Morgan Stanley
New York
$3.33M 52,941 +1,368 +3%
Ameriprise
7
Ameriprise
Minnesota
$2.02M 32,127 -1,273 -4%
LFAS
8
Level Four Advisory Services
Texas
$2M 31,849 +25,372 +392%
Bank of America
9
Bank of America
North Carolina
$1.82M 28,952 +1,561 +6%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.8M 28,588 +745 +3%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$1.29M 20,542 +1,007 +5%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.21M 19,295 +1,029 +6%
LIM
13
Leavell Investment Management
Alabama
$1.14M 18,100 – –
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$977K 15,542 +5,402 +53%
Stifel Financial
15
Stifel Financial
Missouri
$923K 14,659 -3,912 -21%
PAG
16
Private Advisor Group
New Jersey
$840K 13,235 +2,980 +29%
B
17
Bridgeworth
Alabama
$764K 12,105 +12,105 New
AG
18
Advisor Group
Arizona
$682K 10,857 +3,726 +52%
RIL
19
Rothschild Investment LLC
Illinois
$660K 10,500 – –
GLA
20
Great Lakes Advisors
Illinois
$517K 8,229 +69 +0.8%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$488K 7,761 +618 +9%
GP
22
Girard Partners
Pennsylvania
$447K 7,112 +7,112 New
VFA
23
Voya Financial Advisors
Connecticut
$382K 6,101 -415 -6%
FHC
24
First Heartland Consultants
Missouri
$273K 4,339 – –
MML Investors Services
25
MML Investors Services
Massachusetts
$256K 4,076 +4,076 New
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