Invesco Zacks Micro Cap ETF
PZI was delisted on the 20th of February, 2019.
19 hedge funds and large institutions have $6.31M invested in Invesco Zacks Micro Cap ETF in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 5 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 3
9% more capital invested
Capital invested by funds: $5.77M → $6.31M (+$533K)
3.53% more ownership
Funds ownership: 23.29% → 26.82% (+3.5%)
10% less funds holding
Funds holding: 21 → 19 (-2)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$326K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$318K |
| 3 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$212K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$151K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$22.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Concert Wealth Management
San Jose,
California
|
-$478K |
| 2 |
UWPG
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
-$230K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$69.7K |
| 4 |
SQA
Simon Quick Advisors
Morristown,
New Jersey
|
-$51.8K |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
-$12K |
PZI Hedge Fund Activity: Q2 2017 in Review
19 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Micro Cap ETF (PZI) for Q2 2017, worth a combined $6.31M — up 9.2% from $5.77M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of PZI and 4 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 8 added.
The largest buyer was Jane Street, opening a new position worth an estimated $326K. The largest seller was Concert Wealth Management, exiting entirely with an estimated $478K sold.
- 19 institutional investors held Invesco Zacks Micro Cap ETF (PZI) as of Q2 2017, down from 21 in Q1 2017.
- Funds reported $6.31M of Invesco Zacks Micro Cap ETF stock for Q2 2017, up 9.2% quarter-over-quarter.
- 4 funds opened new Invesco Zacks Micro Cap ETF positions in Q2 2017 and 5 closed out, a net change of -1 holder.
- The largest Invesco Zacks Micro Cap ETF buyer in Q2 2017 was Jane Street, an estimated $326K added.
- The largest Invesco Zacks Micro Cap ETF seller in Q2 2017 was Concert Wealth Management, an estimated $478K sold.
Based on aggregated 13F filings for Q2 2017.