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Invesco Zacks Mid-Cap ETF
CZA

Overview Fund Activity

52 hedge funds and large institutions have $158M invested in Invesco Zacks Mid-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
-1
Holders Change %
-1.89%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
8
Increased
19
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citigroup
Citigroup
New York
$72.3M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.6M
3
NL
NWAM LLC
Washington
$1.48M
4
Goldman Sachs
Goldman Sachs
New York
$848K
5
KAS
Kestra Advisory Services
Texas
$628K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$240K
2
Morgan Stanley
Morgan Stanley
New York
$9.26M
3
Citadel Advisors
Citadel Advisors
Florida
$471K
4
AAS
Avantax Advisory Services
Texas
$0
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$9.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
1
Citigroup
New York
$72.3M +$72.3M +950,000 +539,773%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$9.93M -$937K -12,316 -9%
Morgan Stanley
3
Morgan Stanley
New York
$9.26M -$2M -26,295 -18%
Wells Fargo
4
Wells Fargo
California
$8.81M -$761K -9,995 -8%
LPL Financial
5
LPL Financial
California
$8.31M -$859K -11,283 -9%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$7.34M +$608K +7,990 +9%
RA
7
Rodgers & Associates
Pennsylvania
$5.56M +$5.56M +72,976 New
Bank of America
8
Bank of America
North Carolina
$4.78M +$293K +3,851 +7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.6M +$1.62M +21,245 +54%
Ameriprise
10
Ameriprise
Minnesota
$3.62M -$148K -1,942 -4%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.4M -$302K -3,970 -11%
EWA
12
EP Wealth Advisors
California
$2.24M +$15.3K +201 +0.7%
RJA
13
Raymond James & Associates
Florida
$1.98M +$74.2K +975 +4%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.8M -$285K -3,740 -14%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.73M -$287K -3,769 -14%
NL
16
NWAM LLC
Washington
$1.48M +$1.48M +19,464 New
WDL
17
Well Done LLC
Michigan
$1.31M +$114K +1,503 +10%
DW
18
Domani Wealth
Pennsylvania
$1.27M -$416K -5,465 -25%
MML Investors Services
19
MML Investors Services
Massachusetts
$1.02M -$137K -1,795 -12%
IWC
20
Integrated Wealth Concepts
Massachusetts
$921K +$62.7K +824 +7%
Goldman Sachs
21
Goldman Sachs
New York
$848K +$848K +11,135 New
KAS
22
Kestra Advisory Services
Texas
$628K +$618K +8,158 +5,999%
CCFM
23
Clear Creek Financial Management
Washington
$582K +$582K +7,656 New
Citadel Advisors
24
Citadel Advisors
Florida
$471K -$1.87M -24,656 -80%
EH
25
Equitable Holdings
New York
$425K -$130K -1,710 -23%
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