Invesco Zacks Mid-Cap ETF
CZA
46 hedge funds and large institutions have $183M invested in Invesco Zacks Mid-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 8 closing their positions.
166% more capital invested
Capital invested by funds: $68.5M → $183M (+$114M)
43.71% more ownership
Funds ownership: 26.74% → 70.45% (+44%)
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
2% less funds holding
Funds holding: 47 → 46 (-1)
31% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$108M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$2.77M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.46M |
| 4 |
FFBTD
First Financial Bank - Trust Division
Hamilton,
Ohio
|
+$895K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$545K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.32M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.32M |
| 3 |
Jane Street
New York
|
-$914K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$513K |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
-$371K |
CZA Hedge Fund Activity: Q3 2018 in Review
46 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q3 2018, worth a combined $183M — up 166% from $68.5M a quarter earlier.
Fund positioning in CZA was balanced in Q3 2018: 8 funds opened new positions, 8 closed out, 9 added to existing stakes and 13 trimmed.
The largest buyer was Credit Suisse, opening a new position worth an estimated $108M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $1.32M sold.
- 46 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q3 2018, down from 47 in Q2 2018.
- Funds reported $183M of Invesco Zacks Mid-Cap ETF stock for Q3 2018, up 166% quarter-over-quarter.
- 8 funds opened new Invesco Zacks Mid-Cap ETF positions in Q3 2018 and 8 closed out, a net change of 0 holders.
- The largest Invesco Zacks Mid-Cap ETF buyer in Q3 2018 was Credit Suisse, an estimated $108M added.
- The largest Invesco Zacks Mid-Cap ETF seller in Q3 2018 was Raymond James Financial Services Advisors, an estimated $1.32M sold.
Based on aggregated 13F filings for Q3 2018.