CVY icon

Invesco Zacks Multi-Asset Income ETF
CVY

Overview Fund Activity

87 hedge funds and large institutions have $336M invested in Invesco Zacks Multi-Asset Income ETF in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-1
Holders Change %
-1.14%
% of All Funds
2.51%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
8
Increased
34
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$23.5M
2
U
2
UBS
Switzerland
$12.7M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.41M
4
BUB
4
BBVA USA Bancshares
Texas
$22.4M
5
RJA
5
Raymond James & Associates
Florida
$7.36M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$11.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$27.4M
3
BTS
3
BB&T Securities
Virginia
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$360K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$1.57M +$204K +8,131 +15%
CIBC World Market
27
CIBC World Market
Ontario, Canada
$1.55M +$54.7K +2,178 +4%
Stifel Financial
28
Stifel Financial
Missouri
$1.44M +$1.44M +57,296 New
Citigroup
29
Citigroup
New York
$1.29M +$5.05K +201 +0.4%
RIA
30
Regal Investment Advisors
Michigan
$1.16M -$36.3K -1,444 -3%
ICOA
31
Investment Centers of America
North Dakota
$1.15M +$730K +30,828 +174%
DFIM
32
Detwiler Fenton Investment Management
Massachusetts
$971K +$75K +2,984 +8%
TC
33
Telemus Capital
Michigan
$945K +$4.63K +184 +0.5%
KFS
34
KMS Financial Services
Washington
$909K +$176K +7,015 +24%
KA
35
Kovack Advisors
Florida
$889K +$614K +25,333 +224%
CBN
36
Cadence Bank NA
Texas
$790K -$75.8K -3,019 -9%
VFS
37
VSR Financial Services
Kansas
$748K -$161K -6,404 -18%
GI
38
Gradient Investments
Minnesota
$681K -$132K -5,247 -16%
TNBTD
39
Trustmark National Bank Trust Department
Mississippi
$651K – – –
SI
40
SII Investments
Wisconsin
$637K +$44.8K +1,851 +8%
MFS
41
MSI Financial Services
Massachusetts
$622K -$16.9K -671 -3%
US Bancorp
42
US Bancorp
Minnesota
$621K – – –
FA
43
Fagan Associates
New York
$614K +$614K +24,420 New
FAAS
44
First Allied Advisory Services
California
$559K -$156K -6,183 -22%
CWM
45
Concert Wealth Management
California
$490K -$75.4K -3,075 -13%
AIG
46
American International Group
New York
$483K +$101K +4,014 +26%
BAC
47
Boys Arnold & Co
North Carolina
$456K +$90.4K +3,600 +25%
ECM
48
ETrade Capital Management
Virginia
$454K +$454K +18,084 New
AT
49
Arden Trust
Delaware
$434K +$108K +4,306 +33%
AP
50
Advisors Preferred
Maryland
$419K +$419K +16,671 New
1
2
3 4