Invesco Zacks Mid-Cap ETF
CZA
58 hedge funds and large institutions have $80.8M invested in Invesco Zacks Mid-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 10 closing their positions.
40% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 10
2% more funds holding
Funds holding: 57 → 58 (+1)
6% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 17
29.53% less ownership
Funds ownership: 66.29% → 36.76% (-30%)
61% less capital invested
Capital invested by funds: $207M → $80.8M (-$126M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$3.26M |
| 2 |
DW
Domani Wealth
Lancaster,
Pennsylvania
|
+$3.08M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$3M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.62M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$93.3M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.36M |
| 3 |
WDL
Well Done LLC
Holland,
Michigan
|
-$2.36M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.7M |
| 5 |
Morgan Stanley
New York
|
-$1.18M |
CZA Hedge Fund Activity: Q1 2020 in Review
58 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q1 2020, worth a combined $80.8M — down 61% from $207M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new CZA positions and 10 closed out — a net gain of 4 holders — while 16 added to existing stakes and 17 trimmed.
The largest buyer was UBS Group, adding an estimated $3.26M. The largest seller was Susquehanna International Group, cutting an estimated $93.3M.
- 58 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q1 2020, up from 57 in Q4 2019.
- Funds reported $80.8M of Invesco Zacks Mid-Cap ETF stock for Q1 2020, down 61% quarter-over-quarter.
- 14 funds opened new Invesco Zacks Mid-Cap ETF positions in Q1 2020 and 10 closed out, a net change of +4 holders.
- The largest Invesco Zacks Mid-Cap ETF buyer in Q1 2020 was UBS Group, an estimated $3.26M added.
- The largest Invesco Zacks Mid-Cap ETF seller in Q1 2020 was Susquehanna International Group, an estimated $93.3M sold.
Based on aggregated 13F filings for Q1 2020.