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Invesco Zacks Mid-Cap ETF

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

104% more capital invested

Capital invested by funds: $77.1M → $158M (+$80.5M)

34.59% more ownership

Funds ownership: 35.72%70.31% (+35%)

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

0% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 19

2% less funds holding

Funds holding: 5352 (-1)

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
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
1
Citigroup
New York
$72.3M +$69M +950,000 +539,773%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$9.93M -$895K -12,316 -9%
Morgan Stanley
3
Morgan Stanley
New York
$9.26M -$1.91M -26,295 -18%
Wells Fargo
4
Wells Fargo
California
$8.81M -$726K -9,995 -8%
LPL Financial
5
LPL Financial
California
$8.31M -$820K -11,283 -9%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$7.33M +$580K +7,990 +9%
RA
7
Rodgers & Associates
Pennsylvania
$5.55M +$5.3M +72,976 New
Bank of America
8
Bank of America
North Carolina
$4.78M +$280K +3,851 +7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.6M +$1.54M +21,245 +54%
Ameriprise
10
Ameriprise
Minnesota
$3.62M -$141K -1,942 -4%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.4M -$288K -3,970 -11%
EWA
12
EP Wealth Advisors
California
$2.24M +$14.6K +201 +0.7%
RJA
13
Raymond James & Associates
Florida
$1.98M +$70.8K +975 +4%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.8M -$272K -3,740 -14%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.73M -$274K -3,769 -14%
NL
16
NWAM LLC
Washington
$1.48M +$1.41M +19,464 New
WDL
17
Well Done LLC
Michigan
$1.31M +$109K +1,503 +10%
DW
18
Domani Wealth
Pennsylvania
$1.27M -$397K -5,465 -25%
MML Investors Services
19
MML Investors Services
Massachusetts
$1.02M -$130K -1,795 -12%
IWC
20
Integrated Wealth Concepts
Massachusetts
$921K +$59.9K +824 +7%
Goldman Sachs
21
Goldman Sachs
New York
$848K +$809K +11,135 New
KAS
22
Kestra Advisory Services
Texas
$628K +$593K +8,158 +5,999%
CCFM
23
Clear Creek Financial Management
Washington
$582K +$556K +7,656 New
Citadel Advisors
24
Citadel Advisors
Florida
$471K -$1.79M -24,656 -80%
EH
25
Equitable Holdings
New York
$425K -$124K -1,710 -23%

CZA Hedge Fund Activity: Q4 2020 in Review

52 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q4 2020, worth a combined $158M — up 104% from $77.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CZA positions and 7 closed out — a net gain of 1 holder — while 19 added to existing stakes and 19 trimmed.

The largest buyer was Citigroup, adding an estimated $69M. The largest seller was Susquehanna International Group, cutting an estimated $1.98M.

  • 52 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q4 2020, down from 53 in Q3 2020.
  • Funds reported $158M of Invesco Zacks Mid-Cap ETF stock for Q4 2020, up 104% quarter-over-quarter.
  • 8 funds opened new Invesco Zacks Mid-Cap ETF positions in Q4 2020 and 7 closed out, a net change of +1 holder.
  • The largest Invesco Zacks Mid-Cap ETF buyer in Q4 2020 was Citigroup, an estimated $69M added.
  • The largest Invesco Zacks Mid-Cap ETF seller in Q4 2020 was Susquehanna International Group, an estimated $1.98M sold.

Based on aggregated 13F filings for Q4 2020.