CVY icon

Invesco Zacks Multi-Asset Income ETF
CVY

Overview Fund Activity

79 hedge funds and large institutions have $325M invested in Invesco Zacks Multi-Asset Income ETF in 2013 Q2 according to their latest regulatory filings, with 79 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+79
Holders Change %
–
% of All Funds
2.58%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.1%
New
79
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
PMG
26
ProVise Management Group
Florida
$1.34M +$1.34M +57,760 New
CIBC World Market
27
CIBC World Market
Ontario, Canada
$1.33M +$1.33M +57,435 New
RIA
28
Regal Investment Advisors
Michigan
$1.28M +$1.28M +55,309 New
GI
29
Gradient Investments
Minnesota
$1.06M +$1.06M +45,685 New
MFS
30
MSI Financial Services
Massachusetts
$955K +$955K +41,180 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$902K +$902K +38,933 New
Ameriprise
32
Ameriprise
Minnesota
$877K +$877K +37,833 New
TIM
33
Telemus Investment Management
Michigan
$806K +$806K +34,759 New
ICOA
34
Investment Centers of America
North Dakota
$803K +$803K +34,648 New
CBN
35
Cadence Bank NA
Texas
$799K +$799K +34,480 New
DFIM
36
Detwiler Fenton Investment Management
Massachusetts
$780K +$780K +33,636 New
TBI
37
Telemus Beacon Investment
Michigan
$668K +$668K +28,838 New
NPC
38
National Planning Corporation
California
$663K +$663K +28,723 New
CK
39
Carnick & Kubik
Colorado
$613K +$613K +26,425 New
TNBTD
40
Trustmark National Bank Trust Department
Mississippi
$573K +$573K +24,720 New
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$551K +$551K +23,777 New
HSA
42
HBK Sorce Advisory
Pennsylvania
$550K +$550K +23,760 New
WA
43
WESPAC Advisors
California
$544K +$544K +23,487 New
VFS
44
VSR Financial Services
Kansas
$524K +$524K +22,592 New
AI
45
Atria Investments
North Carolina
$504K +$504K +21,762 New
FAAS
46
First Allied Advisory Services
California
$446K +$446K +19,238 New
CMP
47
Courage Miller Partners
Virginia
$410K +$410K +17,685 New
SI
48
SII Investments
Wisconsin
$380K +$380K +16,320 New
CWM
49
Concert Wealth Management
California
$274K +$274K +11,780 New
PWS
50
Peloton Wealth Strategists
Indiana
$269K +$269K +11,600 New
1
2
3 4