Invesco Zacks Multi-Asset Income ETF
CVY
71 hedge funds and large institutions have $67.2M invested in Invesco Zacks Multi-Asset Income ETF in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 15 increasing their positions, 24 reducing their positions, and 11 closing their positions.
55% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 11
9% more funds holding
Funds holding: 65 → 71 (+6)
0% more capital invested
Capital invested by funds: $67.1M → $67.2M (+$148K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.2% less ownership
Funds ownership: 23.52% → 23.32% (-0.2%)
38% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.98M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$517K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$344K |
| 4 |
PAS
Partnervest Advisory Services
Santa Barbara,
California
|
+$320K |
| 5 |
PMG
ProVise Management Group
Clearwater,
Florida
|
+$306K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$966K |
| 2 |
VF
Virtu Financial
New York
|
-$824K |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$729K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$601K |
| 5 |
LI
Longer Investments
Fayetteville,
Arkansas
|
-$397K |
CVY Hedge Fund Activity: Q3 2018 in Review
71 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q3 2018, worth a combined $67.2M — up 0.22% from $67.1M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new CVY positions and 11 closed out — a net gain of 6 holders — while 15 added to existing stakes and 24 trimmed.
The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $1.98M. The largest seller was HBK Sorce Advisory, exiting entirely with an estimated $966K sold.
- 71 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q3 2018, up from 65 in Q2 2018.
- Funds reported $67.2M of Invesco Zacks Multi-Asset Income ETF stock for Q3 2018, up 0.22% quarter-over-quarter.
- 17 funds opened new Invesco Zacks Multi-Asset Income ETF positions in Q3 2018 and 11 closed out, a net change of +6 holders.
- The largest Invesco Zacks Multi-Asset Income ETF buyer in Q3 2018 was Raymond James Financial Services Advisors, an estimated $1.98M added.
- The largest Invesco Zacks Multi-Asset Income ETF seller in Q3 2018 was HBK Sorce Advisory, an estimated $966K sold.
Based on aggregated 13F filings for Q3 2018.