Invesco Zacks Mid-Cap ETF
CZA
47 hedge funds and large institutions have $68.5M invested in Invesco Zacks Mid-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 6 closing their positions.
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
9% more funds holding
Funds holding: 43 → 47 (+4)
8% more capital invested
Capital invested by funds: $63.5M → $68.5M (+$4.99M)
1.65% more ownership
Funds ownership: 25.09% → 26.74% (+1.6%)
29% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WDL
Well Done LLC
Holland,
Michigan
|
+$4.19M |
| 2 |
PSF
Pacific Sun Financial
Los Angeles,
California
|
+$1.44M |
| 3 |
LPL Financial
San Diego,
California
|
+$566K |
| 4 |
WI
Wintrust Investments
Chicago,
Illinois
|
+$565K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$484K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VFA
Voya Financial Advisors
Windsor,
Connecticut
|
-$1.07M |
| 2 |
PWM
Paulson Wealth Management
Wheaton,
Illinois
|
-$585K |
| 3 |
Morgan Stanley
New York
|
-$505K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$319K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
-$215K |
CZA Hedge Fund Activity: Q2 2018 in Review
47 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q2 2018, worth a combined $68.5M — up 7.9% from $63.5M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new CZA positions and 6 closed out — a net gain of 5 holders — while 10 added to existing stakes and 14 trimmed.
The largest buyer was Well Done LLC, opening a new position worth an estimated $4.19M. The largest seller was Voya Financial Advisors, exiting entirely with an estimated $1.07M sold.
- 47 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q2 2018, up from 43 in Q1 2018.
- Funds reported $68.5M of Invesco Zacks Mid-Cap ETF stock for Q2 2018, up 7.9% quarter-over-quarter.
- 11 funds opened new Invesco Zacks Mid-Cap ETF positions in Q2 2018 and 6 closed out, a net change of +5 holders.
- The largest Invesco Zacks Mid-Cap ETF buyer in Q2 2018 was Well Done LLC, an estimated $4.19M added.
- The largest Invesco Zacks Mid-Cap ETF seller in Q2 2018 was Voya Financial Advisors, an estimated $1.07M sold.
Based on aggregated 13F filings for Q2 2018.