Invesco Zacks Multi-Asset Income ETF
CVY
63 hedge funds and large institutions have $49.4M invested in Invesco Zacks Multi-Asset Income ETF in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 26 reducing their positions, and 6 closing their positions.
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
3% less capital invested
Capital invested by funds: $51.1M → $49.4M (-$1.72M)
2.32% less ownership
Funds ownership: 19.48% → 17.16% (-2.3%)
3% less funds holding
Funds holding: 65 → 63 (-2)
54% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$709K |
| 2 |
HFA
High Falls Advisors
Rochester,
New York
|
+$620K |
| 3 |
LWAC
Laurel Wealth Advisors (California)
Solana Beach,
California
|
+$246K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$241K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$222K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JPLA
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
-$3.3M |
| 2 |
Morgan Stanley
New York
|
-$1.21M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$887K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$878K |
| 5 |
ACG
Allen Capital Group
Grand Island,
Nebraska
|
-$553K |
CVY Hedge Fund Activity: Q2 2019 in Review
63 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q2 2019, worth a combined $49.4M — down 3.4% from $51.1M a quarter earlier.
Fund positioning in CVY was balanced in Q2 2019: 6 funds opened new positions, 6 closed out, 12 added to existing stakes and 26 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $709K. The largest seller was Joseph P. Lucia & Associates, cutting an estimated $3.3M.
- 63 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q2 2019, down from 65 in Q1 2019.
- Funds reported $49.4M of Invesco Zacks Multi-Asset Income ETF stock for Q2 2019, down 3.4% quarter-over-quarter.
- 6 funds opened new Invesco Zacks Multi-Asset Income ETF positions in Q2 2019 and 6 closed out, a net change of 0 holders.
- The largest Invesco Zacks Multi-Asset Income ETF buyer in Q2 2019 was Raymond James Financial Services Advisors, an estimated $709K added.
- The largest Invesco Zacks Multi-Asset Income ETF seller in Q2 2019 was Joseph P. Lucia & Associates, an estimated $3.3M sold.
Based on aggregated 13F filings for Q2 2019.