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Invesco Zacks Mid-Cap ETF
CZA

Overview Fund Activity

49 hedge funds and large institutions have $167M invested in Invesco Zacks Mid-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 13 closing their positions.

Holders
49
Holders Change
-9
Holders Change %
-15.52%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
13
Reduced
20
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$86M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.91M
3
Ameriprise
3
Ameriprise
Minnesota
$2.96M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.09M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.1M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$459K
2
Wells Fargo
2
Wells Fargo
California
$8.04M
3
Stifel Financial
3
Stifel Financial
Missouri
$458K
4
WDL
4
Well Done LLC
Michigan
$965K
5
DW
5
Domani Wealth
Pennsylvania
$1.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$86M 1,400,100 +1,400,100 New
LPL Financial
2
LPL Financial
California
$9.29M 151,126 +5,211 +4%
Morgan Stanley
3
Morgan Stanley
New York
$8.93M 145,350 +4,419 +3%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$8.66M 140,906 -8,362 -6%
Wells Fargo
5
Wells Fargo
California
$8.04M 130,736 -33,900 -21%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$6.09M 99,111 +16,299 +20%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.91M 79,945 +46,931 +142%
RJA
8
Raymond James & Associates
Florida
$4.36M 70,957 -14,688 -17%
Bank of America
9
Bank of America
North Carolina
$3.32M 53,986 +5,325 +11%
Ameriprise
10
Ameriprise
Minnesota
$2.96M 48,087 +33,020 +219%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.41M 39,279 +997 +3%
IMC Chicago
12
IMC Chicago
Illinois
$2.29M 37,180 +8,225 +28%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.27M 36,927 +2,945 +9%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$2.1M 34,216 +13,743 +67%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.86M 30,243 -6,724 -18%
EWA
16
EP Wealth Advisors
California
$1.81M 29,388 -2,108 -7%
DW
17
Domani Wealth
Pennsylvania
$1.8M 29,291 -14,762 -34%
PSF
18
Pacific Sun Financial
California
$1.57M 25,559 +185 +0.7%
Citadel Advisors
19
Citadel Advisors
Florida
$1.18M 19,133 -634 -3%
MML Investors Services
20
MML Investors Services
Massachusetts
$1.06M 17,211 -1,791 -9%
WDL
21
Well Done LLC
Michigan
$965K 15,700 -21,571 -58%
CCFM
22
Clear Creek Financial Management
Washington
$722K 11,756 -764 -6%
IWC
23
Integrated Wealth Concepts
Massachusetts
$588K 9,576 -279 -3%
EH
24
Equitable Holdings
New York
$477K 7,762 -1,768 -19%
UBS Group
25
UBS Group
Switzerland
$459K 7,462 -142,430 -95%
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