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Invesco Zacks Mid-Cap ETF
CZA

Overview Fund Activity

46 hedge funds and large institutions have $70M invested in Invesco Zacks Mid-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
46
Holders Change
+6
Holders Change %
+15%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
20
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.23M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.71M
3
PWM
3
Paulson Wealth Management
Illinois
$1.53M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.24M
5
Jane Street
5
Jane Street
New York
$1.04M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$5.12M
2
B
2
Bridgeworth
Alabama
$0
3
PAG
3
Private Advisor Group
New Jersey
$634K
4
PAS
4
Partnervest Advisory Services
California
$0
5
VFA
5
Voya Financial Advisors
Connecticut
$227K
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$8.92M 135,962 +4,247 +3%
UBS Group
2
UBS Group
Switzerland
$7.15M 108,972 +666 +0.6%
LPL Financial
3
LPL Financial
California
$6.94M 105,831 +10,160 +11%
Morgan Stanley
4
Morgan Stanley
New York
$6.23M 94,940 +41,999 +79%
Wells Fargo
5
Wells Fargo
California
$5.12M 78,057 -86,936 -53%
WDL
6
Well Done LLC
Michigan
$4.2M 64,018 +1,257 +2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.71M 56,568 +37,273 +193%
Bank of America
8
Bank of America
North Carolina
$2.93M 44,637 +15,685 +54%
LFAS
9
Level Four Advisory Services
Texas
$2.81M 42,889 +11,040 +35%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.64M 40,241 +11,653 +41%
Ameriprise
11
Ameriprise
Minnesota
$2.16M 32,990 +863 +3%
Stifel Financial
12
Stifel Financial
Missouri
$1.64M 24,979 +10,320 +70%
PWM
13
Paulson Wealth Management
Illinois
$1.53M 23,387 +23,387 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.53M 23,289 +7,747 +50%
AG
15
Advisor Group
Arizona
$1.48M 22,626 +11,769 +108%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$1.43M 21,745 +1,203 +6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.37M 20,959 +13,198 +170%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.24M 18,832 +18,832 New
LIM
19
Leavell Investment Management
Alabama
$1.12M 17,100 -1,000 -6%
Jane Street
20
Jane Street
New York
$1.04M 15,906 +15,906 New
RIL
21
Rothschild Investment LLC
Illinois
$688K 10,500 – –
PAG
22
Private Advisor Group
New Jersey
$634K 9,494 -3,741 -28%
GLA
23
Great Lakes Advisors
Illinois
$533K 8,123 -106 -1%
GP
24
Girard Partners
Pennsylvania
$455K 6,942 -170 -2%
GT
25
Greenleaf Trust
Michigan
$362K 5,522 +5,522 New
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