Invesco Zacks Mid-Cap ETF
CZA
60 hedge funds and large institutions have $82.5M invested in Invesco Zacks Mid-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
0% more funds holding
Funds holding: 60 → 60 (0)
22% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 18
23.79% less ownership
Funds ownership: 65.09% → 41.3% (-24%)
43% less capital invested
Capital invested by funds: $144M → $82.5M (-$61.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$4.8M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.33M |
| 3 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
+$972K |
| 4 |
OC
Oppenheimer & Co
New York
|
+$915K |
| 5 |
WEG
World Equity Group
Schaumburg,
Illinois
|
+$544K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$51.8M |
| 2 |
IMC Chicago
Chicago,
Illinois
|
-$3.49M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$536K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$330K |
| 5 |
CRI
Colonial River Investments
Midlothian,
Virginia
|
-$289K |
CZA Hedge Fund Activity: Q2 2022 in Review
60 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q2 2022, worth a combined $82.5M — down 43% from $144M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CZA positions and 6 closed out — a net gain of 1 holder — while 14 added to existing stakes and 18 trimmed.
The largest buyer was Empowered Funds, opening a new position worth an estimated $4.8M. The largest seller was Morgan Stanley, cutting an estimated $51.8M.
- 60 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q2 2022, unchanged from Q1 2022.
- Funds reported $82.5M of Invesco Zacks Mid-Cap ETF stock for Q2 2022, down 43% quarter-over-quarter.
- 7 funds opened new Invesco Zacks Mid-Cap ETF positions in Q2 2022 and 6 closed out, a net change of +1 holder.
- The largest Invesco Zacks Mid-Cap ETF buyer in Q2 2022 was Empowered Funds, an estimated $4.8M added.
- The largest Invesco Zacks Mid-Cap ETF seller in Q2 2022 was Morgan Stanley, an estimated $51.8M sold.
Based on aggregated 13F filings for Q2 2022.