Invesco Zacks Multi-Asset Income ETF
CVY
44 hedge funds and large institutions have $12.7M invested in Invesco Zacks Multi-Asset Income ETF in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
11% more capital invested
Capital invested by funds: $11.5M → $12.7M (+$1.21M)
2% more funds holding
Funds holding: 43 → 44 (+1)
0.26% more ownership
Funds ownership: 3.73% → 3.99% (+0.26%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$788K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$533K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$289K |
| 4 |
Morgan Stanley
New York
|
+$168K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$71K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$213K |
| 2 |
FP
Financial Perspectives
Minneapolis,
Minnesota
|
-$191K |
| 3 |
HFA
High Falls Advisors
Rochester,
New York
|
-$118K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$87.4K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$69.2K |
CVY Hedge Fund Activity: Q2 2021 in Review
44 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q2 2021, worth a combined $12.7M — up 11% from $11.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CVY positions and 5 closed out — a net gain of 2 holders — while 10 added to existing stakes and 9 trimmed.
The largest buyer was Creative Planning, opening a new position worth an estimated $788K. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $213K sold.
- 44 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q2 2021, up from 43 in Q1 2021.
- Funds reported $12.7M of Invesco Zacks Multi-Asset Income ETF stock for Q2 2021, up 11% quarter-over-quarter.
- 7 funds opened new Invesco Zacks Multi-Asset Income ETF positions in Q2 2021 and 5 closed out, a net change of +2 holders.
- The largest Invesco Zacks Multi-Asset Income ETF buyer in Q2 2021 was Creative Planning, an estimated $788K added.
- The largest Invesco Zacks Multi-Asset Income ETF seller in Q2 2021 was Cambridge Investment Research Advisors, an estimated $213K sold.
Based on aggregated 13F filings for Q2 2021.