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Invesco Zacks Mid-Cap ETF
CZA

Overview Fund Activity

43 hedge funds and large institutions have $63.5M invested in Invesco Zacks Mid-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 9 closing their positions.

Holders
43
Holders Change
-3
Holders Change %
-6.52%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
15
Reduced
9
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$6.86M
2
Ameriprise
2
Ameriprise
Minnesota
$3.88M
3
LPL Financial
3
LPL Financial
California
$8.39M
4
VFA
4
Voya Financial Advisors
Connecticut
$1.07M
5
Jane Street
5
Jane Street
New York
$1.68M

Top Sellers

1
WDL
1
Well Done LLC
Michigan
$0
2
LFAS
2
Level Four Advisory Services
Texas
$0
3
UBS Group
3
UBS Group
Switzerland
$5.46M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.44M
5
Morgan Stanley
5
Morgan Stanley
New York
$5.01M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$8.39M 129,184 +23,353 +22%
RJA
2
Raymond James & Associates
Florida
$7.77M 119,618 -16,344 -12%
Wells Fargo
3
Wells Fargo
California
$6.86M 105,665 +27,608 +35%
UBS Group
4
UBS Group
Switzerland
$5.46M 84,023 -24,949 -23%
Morgan Stanley
5
Morgan Stanley
New York
$5.01M 77,081 -17,859 -19%
Ameriprise
6
Ameriprise
Minnesota
$3.88M 59,734 +26,744 +81%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.69M 56,820 +252 +0.4%
Bank of America
8
Bank of America
North Carolina
$2.5M 38,512 -6,125 -14%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.88M 28,893 +7,934 +38%
AG
10
Advisor Group
Arizona
$1.73M 26,669 +4,043 +18%
Stifel Financial
11
Stifel Financial
Missouri
$1.71M 26,323 +1,344 +5%
Jane Street
12
Jane Street
New York
$1.68M 25,851 +9,945 +63%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$1.55M 23,835 +2,090 +10%
PWM
14
Paulson Wealth Management
Illinois
$1.45M 22,361 -1,026 -4%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.44M 22,189 -18,052 -45%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.43M 21,942 +3,110 +17%
LIM
17
Leavell Investment Management
Alabama
$1.11M 17,100 – –
VFA
18
Voya Financial Advisors
Connecticut
$1.07M 16,738 +13,289 +385%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$859K 13,228 -10,061 -43%
MML Investors Services
20
MML Investors Services
Massachusetts
$857K 13,202 +8,031 +155%
PAG
21
Private Advisor Group
New Jersey
$494K 7,611 -1,883 -20%
GT
22
Greenleaf Trust
Michigan
$359K 5,522 – –
FHC
23
First Heartland Consultants
Missouri
$282K 4,348 +9 +0.2%
SPIA
24
Steward Partners Investment Advisory
New York
$249K 3,835 – –
CWM
25
Cornerstone Wealth Management
Missouri
$249K 3,926 +3,926 New
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