Invesco Zacks Mid-Cap ETF
CZA
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.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
88% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 8
16% more capital invested
Capital invested by funds: $50.7M → $58.6M (+$7.87M)
11% more funds holding
Funds holding: 36 → 40 (+4)
0.65% less ownership
Funds ownership: 28.45% → 27.8% (-0.65%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$5.21M |
| 2 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
+$1.56M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.08M |
| 4 |
B
Bridgeworth
Birmingham,
Alabama
|
+$743K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$546K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.6M |
| 2 |
PAS
Partnervest Advisory Services
Santa Barbara,
California
|
-$922K |
| 3 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$557K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$240K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$98K |
CZA Hedge Fund Activity: Q3 2017 in Review
40 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q3 2017, worth a combined $58.6M — up 16% from $50.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CZA positions and 2 closed out — a net gain of 5 holders — while 15 added to existing stakes and 8 trimmed.
The largest buyer was Wells Fargo, adding an estimated $5.21M. The largest seller was Jane Street, exiting entirely with an estimated $3.6M sold.
- 40 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q3 2017, up from 36 in Q2 2017.
- Funds reported $58.6M of Invesco Zacks Mid-Cap ETF stock for Q3 2017, up 16% quarter-over-quarter.
- 7 funds opened new Invesco Zacks Mid-Cap ETF positions in Q3 2017 and 2 closed out, a net change of +5 holders.
- The largest Invesco Zacks Mid-Cap ETF buyer in Q3 2017 was Wells Fargo, an estimated $5.21M added.
- The largest Invesco Zacks Mid-Cap ETF seller in Q3 2017 was Jane Street, an estimated $3.6M sold.
Based on aggregated 13F filings for Q3 2017.