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PZI

Invesco Zacks Micro Cap ETF
PZI

Delisted

PZI was delisted on the 20th of February, 2019.

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19 hedge funds and large institutions have $5.55M invested in Invesco Zacks Micro Cap ETF in 2016 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

37% more capital invested

Capital invested by funds: $4.04M → $5.55M (+$1.51M)

5% less funds holding

Funds holding: 20 → 19 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
19
Holders Change
-1
Holders Change %
-5%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
9
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$568K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$187K
3
Citadel Advisors
Citadel Advisors
Florida
+$155K
4
Morgan Stanley
Morgan Stanley
New York
+$117K
5
Jane Street
Jane Street
New York
+$92.5K

Top Sellers

Rank Fund Capital Flow
1
CA
Cetera Advisors
Colorado
-$45K
2
Creative Planning
Creative Planning
Kansas
-$17.6K
3
CWM
Concert Wealth Management
California
-$6.53K
4
IA
IFP Advisors
Florida
-$6K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.25M +$568K +34,325 +87%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$888K +$62.2K +3,758 +8%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$575K +$187K +11,322 +50%
CWM
4
Concert Wealth Management
California
$429K -$6.53K -395 -2%
LPL Financial
5
LPL Financial
California
$411K +$4.96K +300 +1%
CA
6
Cetera Advisors
Colorado
$402K -$45K -2,720 -10%
Morgan Stanley
7
Morgan Stanley
New York
$387K +$117K +7,065 +45%
Jane Street
8
Jane Street
New York
$369K +$92.5K +5,591 +34%
Citadel Advisors
9
Citadel Advisors
Florida
$369K +$155K +9,369 +75%
UBS Group
10
UBS Group
Switzerland
$269K +$69.9K +4,225 +36%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$121K +$33 +2 +0%
Wells Fargo
12
Wells Fargo
California
$33K – – –
Creative Planning
13
Creative Planning
Kansas
$20K -$17.6K -1,065 -48%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$19K – – –
APSP
15
Asset Planning Services (Pennsylvania)
Pennsylvania
$4K – – –
WT
16
Whittier Trust
California
$3K – – –
IWMPD
17
Integrated Wealth Management (Palm Desert)
California
$1K – – –
CFA
18
CT Financial Advisors
Pennsylvania
$998 – – –
IA
19
IFP Advisors
Florida
– -$6K -400 Closed

PZI Hedge Fund Activity: Q3 2016 in Review

19 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Micro Cap ETF (PZI) for Q3 2016, worth a combined $5.55M — up 37% from $4.04M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of PZI and 0 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 9 added.

The largest buyer was Bank of America, adding an estimated $568K. The largest seller was Cetera Advisors, cutting an estimated $45K.

  • 19 institutional investors held Invesco Zacks Micro Cap ETF (PZI) as of Q3 2016, down from 20 in Q2 2016.
  • Funds reported $5.55M of Invesco Zacks Micro Cap ETF stock for Q3 2016, up 37% quarter-over-quarter.
  • 0 funds opened new Invesco Zacks Micro Cap ETF positions in Q3 2016 and 1 closed out, a net change of -1 holder.
  • The largest Invesco Zacks Micro Cap ETF buyer in Q3 2016 was Bank of America, an estimated $568K added.
  • The largest Invesco Zacks Micro Cap ETF seller in Q3 2016 was Cetera Advisors, an estimated $45K sold.

Based on aggregated 13F filings for Q3 2016.