Invesco Zacks Mid-Cap ETF
CZA
61 hedge funds and large institutions have $144M invested in Invesco Zacks Mid-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 20 reducing their positions, and 5 closing their positions.
77% more capital invested
Capital invested by funds: $81.4M → $144M (+$62.8M)
29.95% more ownership
Funds ownership: 36.36% → 66.31% (+30%)
3% less funds holding
Funds holding: 63 → 61 (-2)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
25% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 20
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
+$64.5M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.6M |
| 3 |
IMC Chicago
Chicago,
Illinois
|
+$1.33M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$425K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$172K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRI
Colonial River Investments
Midlothian,
Virginia
|
-$3.89M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.29M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$969K |
| 4 |
HWMA
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
-$444K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$389K |
CZA Hedge Fund Activity: Q3 2021 in Review
61 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q3 2021, worth a combined $144M — up 77% from $81.4M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of CZA and 4 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 15 added.
The largest buyer was Barclays, opening a new position worth an estimated $64.5M. The largest seller was Colonial River Investments, exiting entirely with an estimated $3.89M sold.
- 61 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q3 2021, down from 63 in Q2 2021.
- Funds reported $144M of Invesco Zacks Mid-Cap ETF stock for Q3 2021, up 77% quarter-over-quarter.
- 4 funds opened new Invesco Zacks Mid-Cap ETF positions in Q3 2021 and 5 closed out, a net change of -1 holder.
- The largest Invesco Zacks Mid-Cap ETF buyer in Q3 2021 was Barclays, an estimated $64.5M added.
- The largest Invesco Zacks Mid-Cap ETF seller in Q3 2021 was Colonial River Investments, an estimated $3.89M sold.
Based on aggregated 13F filings for Q3 2021.