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Invesco Zacks Mid-Cap ETF
CZA

Overview Fund Activity

57 hedge funds and large institutions have $207M invested in Invesco Zacks Mid-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 9 closing their positions.

Holders
57
Holders Change
+2
Holders Change %
+3.64%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
16
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$104M
2
LPL Financial
2
LPL Financial
California
$10.8M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.41M
4
RJA
4
Raymond James & Associates
Florida
$6M
5
SPC
5
Sigma Planning Corp
Michigan
$849K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$12.1M
2
Ameriprise
2
Ameriprise
Minnesota
$3.75M
3
AG
3
Advisor Group
Arizona
$772K
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$1.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$104M 1,353,476 +1,353,476 New
Morgan Stanley
2
Morgan Stanley
New York
$12.1M 157,780 -871,571 -85%
LPL Financial
3
LPL Financial
California
$10.8M 140,941 +19,104 +16%
Wells Fargo
4
Wells Fargo
California
$9.37M 121,816 +2,405 +2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.6M 111,826 +6,659 +6%
UBS Group
6
UBS Group
Switzerland
$7.95M 103,323 -121 -0.1%
RJA
7
Raymond James & Associates
Florida
$6M 77,934 +13,179 +20%
WDL
8
Well Done LLC
Michigan
$5.46M 70,940 -4,548 -6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.41M 57,302 +17,067 +42%
Bank of America
10
Bank of America
North Carolina
$4.21M 54,673 -6,291 -10%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.11M 53,421 +3,655 +7%
Ameriprise
12
Ameriprise
Minnesota
$3.75M 48,779 -25,890 -35%
EWA
13
EP Wealth Advisors
California
$2.43M 31,603 +805 +3%
Stifel Financial
14
Stifel Financial
Missouri
$2.2M 28,545 -3,625 -11%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.96M 25,463 +983 +4%
PSF
16
Pacific Sun Financial
California
$1.86M 24,123 +40 +0.2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.45M 18,874 -4,158 -18%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$1.2M 15,591 -11,443 -42%
MML Investors Services
19
MML Investors Services
Massachusetts
$1.11M 14,357 -2,447 -15%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$1.07M 14,006 +3,613 +35%
KWM
21
Kingsview Wealth Management
Oregon
$1.04M 13,526 +962 +8%
FFBTD
22
First Financial Bank - Trust Division
Ohio
$1.02M 13,202 – –
PAG
23
Private Advisor Group
New Jersey
$898K 11,670 -419 -3%
SPC
24
Sigma Planning Corp
Michigan
$849K 11,040 +11,040 New
AG
25
Advisor Group
Arizona
$772K 10,046 -17,692 -64%
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