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Invesco Zacks Mid-Cap ETF
CZA

Overview Fund Activity

53 hedge funds and large institutions have $74.7M invested in Invesco Zacks Mid-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+7
Holders Change %
+15.22%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
11
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CC
Claybrook Capital
Massachusetts
$3.8M
2
Ameriprise
Ameriprise
Minnesota
$7.39M
3
Citadel Advisors
Citadel Advisors
Florida
$2.04M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$1.14M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$4.49M

Top Sellers

1
CS
Credit Suisse
Switzerland
$0
2
RJA
Raymond James & Associates
Florida
$4.07M
3
PAG
Private Advisor Group
New Jersey
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.29M
5
Bank of America
Bank of America
North Carolina
$2.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$8.47M +$410K +6,948 +5%
Ameriprise
2
Ameriprise
Minnesota
$7.39M +$3.45M +58,505 +88%
Wells Fargo
3
Wells Fargo
California
$6.39M +$419K +7,099 +7%
UBS Group
4
UBS Group
Switzerland
$5.37M -$115K -1,949 -2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.49M +$704K +11,933 +19%
RJA
6
Raymond James & Associates
Florida
$4.07M -$1.82M -30,906 -31%
Morgan Stanley
7
Morgan Stanley
New York
$3.92M +$42.7K +724 +1%
WDL
8
Well Done LLC
Michigan
$3.8M +$14K +238 +0.4%
CC
9
Claybrook Capital
Massachusetts
$3.8M +$3.8M +64,345 New
TFS
10
Thoroughbred Financial Services
Tennessee
$3.27M +$3.27M +46,665 New
Bank of America
11
Bank of America
North Carolina
$2.11M -$468K -7,933 -18%
EWA
12
EP Wealth Advisors
California
$2.1M -$316K -5,350 -13%
Citadel Advisors
13
Citadel Advisors
Florida
$2.04M +$1.56M +26,487 +329%
Stifel Financial
14
Stifel Financial
Missouri
$1.84M +$286K +4,858 +18%
AG
15
Advisor Group
Arizona
$1.73M +$144K +2,447 +9%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$1.45M -$192K -3,262 -12%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.4M -$377K -6,382 -21%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.29M -$1M -17,023 -44%
MML Investors Services
19
MML Investors Services
Massachusetts
$1.2M +$75.9K +1,287 +7%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.14M +$1.14M +19,298 New
LIM
21
Leavell Investment Management
Alabama
$1.01M – – –
FFBTD
22
First Financial Bank - Trust Division
Ohio
$779K – – –
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$695K +$695K +11,783 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$558K +$76.8K +1,302 +16%
PWM
25
Paulson Wealth Management
Illinois
$555K -$257K -4,134 -32%
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