CVY icon

Invesco Zacks Multi-Asset Income ETF
CVY

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+6
Holders Change %
+9.23%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
15
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$1.96M
2
Ameriprise
2
Ameriprise
Minnesota
$1.81M
3
UBS Group
3
UBS Group
Switzerland
$5.12M
4
PAS
4
Partnervest Advisory Services
California
$317K
5
PMG
5
ProVise Management Group
Florida
$303K

Top Sellers

1
HSA
1
HBK Sorce Advisory
Pennsylvania
$0
2
VF
2
Virtu Financial
New York
$0
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$781K
5
LI
5
Longer Investments
Arkansas
$9.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCT
26
Country Club Trust
Missouri
$385K -$103K -4,650 -21%
TC
27
Truvestments Capital
Florida
$334K -$12.8K -577 -4%
PAS
28
Partnervest Advisory Services
California
$317K +$317K +14,275 New
CAL
29
Capital Advisors Ltd
Ohio
$309K – – –
SFA
30
Sequoia Financial Advisors
Ohio
$308K -$7.78K -351 -2%
PMG
31
ProVise Management Group
Florida
$303K +$303K +13,647 New
Deutsche Bank
32
Deutsche Bank
Germany
$302K -$77.6K -3,500 -20%
CCWA
33
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$258K -$10.1K -455 -4%
TSS
34
Two Sigma Securities
New York
$253K -$125K -5,639 -33%
Creative Planning
35
Creative Planning
Kansas
$238K +$238K +10,748 New
TNBTD
36
Trustmark National Bank Trust Department
Mississippi
$219K +$219K +9,855 New
EWA
37
EP Wealth Advisors
California
$217K +$217K +9,785 New
NFG
38
Next Financial Group
Texas
$209K -$6.65K -300 -3%
APA
39
American Portfolios Advisors
New York
$208K -$1.77K -80 -0.8%
ECM
40
ETrade Capital Management
Virginia
$200K +$200K +9,029 New
HI
41
Hudock Inc
Pennsylvania
$154K – – –
WTC
42
WhitTier Trust Company
Nevada
$134K – – –
BAM
43
Belpointe Asset Management
Nevada
$126K +$126K +5,698 New
IA
44
IFP Advisors
Florida
$124K -$57.4K -2,589 -32%
CI
45
CX Institutional
Indiana
$97K +$64.5K +2,913 +198%
AG
46
Advisor Group
Arizona
$62K +$7.07K +322 +13%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$43K – – –
SWP
48
Stratos Wealth Partners
Ohio
$38K +$38K +1,720 New
CWA
49
Clarus Wealth Advisors
Arizona
$35K +$314 +14 +0.9%
RFC
50
Regions Financial Corp
Alabama
$35K +$35K +1,560 New
1
2
3 4