Invesco Zacks Mid-Cap ETF
CZA

$106.44

0%

Market Cap: $204M

0

Funds holding %

of 6,728 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

4% more funds holding

Funds holding: 54 [Q1] → 56 (+2) [Q2]

45.52% less ownership

Funds ownership: 89.43% [Q1] → 43.91% (-45.52%) [Q2]

55% less capital invested

Capital invested by funds: $185M [Q1] → $82.1M (-$102M) [Q2]

76% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 29

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Research analyst outlook

We haven’t received any recent analyst ratings for CZA.

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Financial journalist opinion

CZA: Zacks Core Mid-Cap ETF Not What I Expected

Zacks Investment Research seeks to leverage the expertise of thousands of Wall Street researchers, reasoning that its clients can gain a competitive edge by following analyst upgrades and downgrades. CZA aims to fully replicate the Zacks Mid Cap Core Index. However, I was surprised to find the Index does a poor job selecting stocks with strong earnings sentiment. My analysis revealed passive mid-cap funds like IWR, IJH, IMCB, and VO had stronger earnings momentum, and that CZA's constituents barely beat sales expectations last quarter.

CZA: Zacks Core Mid-Cap ETF Not What I Expected

Why Now For U.S. Equity Income?

US equities, as measured by the S&P 500 Index, have performed strongly so far in 2023.

Why Now For U.S. Equity Income?

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