Invesco Zacks Multi-Asset Income ETF
CVY
35 hedge funds and large institutions have $8.67M invested in Invesco Zacks Multi-Asset Income ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 8 closing their positions.
0.51% less ownership
Funds ownership: 4.19% → 3.68% (-0.51%)
13% less funds holding
Funds holding: 40 → 35 (-5)
23% less capital invested
Capital invested by funds: $11.2M → $8.67M (-$2.53M)
40% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 10
50% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$855K |
| 2 |
Jane Street
New York
|
+$247K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$45.6K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$36.8K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$775K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$525K |
| 3 |
Morgan Stanley
New York
|
-$394K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$279K |
| 5 |
CI
CX Institutional
Auburn,
Indiana
|
-$158K |
CVY Hedge Fund Activity: Q3 2022 in Review
35 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q3 2022, worth a combined $8.67M — down 23% from $11.2M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of CVY and 4 opened new positions — a net loss of 4 holders — while 10 trimmed existing stakes and 6 added.
The largest buyer was CFS Investment Advisory Services, opening a new position worth an estimated $855K. The largest seller was Susquehanna International Group, cutting an estimated $775K.
- 35 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q3 2022, down from 40 in Q2 2022.
- Funds reported $8.67M of Invesco Zacks Multi-Asset Income ETF stock for Q3 2022, down 23% quarter-over-quarter.
- 4 funds opened new Invesco Zacks Multi-Asset Income ETF positions in Q3 2022 and 8 closed out, a net change of -4 holders.
- The largest Invesco Zacks Multi-Asset Income ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $855K added.
- The largest Invesco Zacks Multi-Asset Income ETF seller in Q3 2022 was Susquehanna International Group, an estimated $775K sold.
Based on aggregated 13F filings for Q3 2022.