CVY icon

Invesco Zacks Multi-Asset Income ETF
CVY

Overview Fund Activity

92 hedge funds and large institutions have $370M invested in Invesco Zacks Multi-Asset Income ETF in 2014 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+5
Holders Change %
+5.75%
% of All Funds
2.65%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
10
Increased
44
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Aviance Capital Management
Florida
$9.83M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$29.9M
3
Jane Street
3
Jane Street
New York
$3.05M
4
ECM
4
ETrade Capital Management
Virginia
$3.2M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.43M

Top Sellers

1
LW
1
Linscomb Wealth
Texas
$32.2M
2
Wells Fargo
2
Wells Fargo
California
$23.8M
3
LI
3
Longer Investments
Arkansas
$11.6M
4
Citigroup
4
Citigroup
New York
$753K
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$21.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
26
Capital Advisors Ltd
Ohio
$2.49M -$13.8K -527 -0.5%
CMP
27
Courage Miller Partners
Virginia
$2.22M +$118K +4,516 +6%
Ameriprise
28
Ameriprise
Minnesota
$1.83M +$62.3K +2,384 +4%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$1.7M +$66.2K +2,534 +4%
CIBC World Market
30
CIBC World Market
Ontario, Canada
$1.56M -$43.9K -1,678 -3%
ICOA
31
Investment Centers of America
North Dakota
$1.53M +$252K +9,606 +20%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$1.43M +$1.43M +54,844 New
KA
33
Kovack Advisors
Florida
$1.4M +$446K +17,048 +47%
Stifel Financial
34
Stifel Financial
Missouri
$1.36M -$141K -5,377 -9%
RIA
35
Regal Investment Advisors
Michigan
$1.21M +$1.75K +67 +0.1%
TNBTD
36
Trustmark National Bank Trust Department
Mississippi
$1.16M +$482K +18,428 +71%
DFIM
37
Detwiler Fenton Investment Management
Massachusetts
$1.04M +$26.9K +1,028 +3%
TC
38
Telemus Capital
Michigan
$992K +$9.28K +355 +0.9%
KFS
39
KMS Financial Services
Washington
$985K +$38.9K +1,487 +4%
SI
40
SII Investments
Wisconsin
$913K +$226K +8,679 +33%
VFS
41
VSR Financial Services
Kansas
$823K +$44.2K +1,692 +6%
NFG
42
Next Financial Group
Texas
$823K +$823K +32,563 New
CBN
43
Cadence Bank NA
Texas
$793K -$29.5K -1,130 -4%
Citigroup
44
Citigroup
New York
$753K -$584K -22,328 -44%
US Bancorp
45
US Bancorp
Minnesota
$698K +$52.3K +2,000 +8%
AIG
46
American International Group
New York
$691K +$188K +7,178 +37%
FA
47
Fagan Associates
New York
$641K +$2.87K +110 +0.5%
GI
48
Gradient Investments
Minnesota
$632K -$76.4K -2,922 -11%
MFS
49
MSI Financial Services
Massachusetts
$606K -$41.3K -1,579 -6%
FAAS
50
First Allied Advisory Services
California
$550K -$30.4K -1,162 -5%
1
2
3 4