Invesco Zacks Mid-Cap ETF
CZA
56 hedge funds and large institutions have $77.1M invested in Invesco Zacks Mid-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 21 reducing their positions, and 8 closing their positions.
0.17% less ownership
Funds ownership: 41.3% → 41.13% (-0.17%)
6% less capital invested
Capital invested by funds: $82.5M → $77.1M (-$5.35M)
7% less funds holding
Funds holding: 60 → 56 (-4)
38% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 21
50% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.29M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.63M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.09M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$314K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$203K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$4.51M |
| 2 |
Morgan Stanley
New York
|
-$1.12M |
| 3 |
OC
Oppenheimer & Co
New York
|
-$859K |
| 4 |
WEG
World Equity Group
Schaumburg,
Illinois
|
-$511K |
| 5 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$256K |
CZA Hedge Fund Activity: Q3 2022 in Review
56 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q3 2022, worth a combined $77.1M — down 6.5% from $82.5M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of CZA and 4 opened new positions — a net loss of 4 holders — while 21 trimmed existing stakes and 13 added.
The largest buyer was LPL Financial, adding an estimated $3.29M. The largest seller was Empowered Funds, exiting entirely with an estimated $4.51M sold.
- 56 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q3 2022, down from 60 in Q2 2022.
- Funds reported $77.1M of Invesco Zacks Mid-Cap ETF stock for Q3 2022, down 6.5% quarter-over-quarter.
- 4 funds opened new Invesco Zacks Mid-Cap ETF positions in Q3 2022 and 8 closed out, a net change of -4 holders.
- The largest Invesco Zacks Mid-Cap ETF buyer in Q3 2022 was LPL Financial, an estimated $3.29M added.
- The largest Invesco Zacks Mid-Cap ETF seller in Q3 2022 was Empowered Funds, an estimated $4.51M sold.
Based on aggregated 13F filings for Q3 2022.