Invesco Zacks Multi-Asset Income ETF
CVY
30 hedge funds and large institutions have $9.08M invested in Invesco Zacks Multi-Asset Income ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 7 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
5% more capital invested
Capital invested by funds: $8.67M → $9.08M (+$417K)
0.39% less ownership
Funds ownership: 3.68% → 3.29% (-0.39%)
14% less funds holding
Funds holding: 35 → 30 (-5)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$684K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$116K |
| 3 |
Morgan Stanley
New York
|
+$101K |
| 4 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
+$22.4K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$13.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$224K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$207K |
| 3 |
TNBTD
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
-$160K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$116K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$102K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCC
26
Money Concepts Capital
Palm Beach Gardens,
Florida
| $9.52K | +$9.67K | +450 | New |
|
|
FP
27
Financial Perspectives
Minneapolis,
Minnesota
| $8.02K | +$150 | +7 | +2% |
|
|
HI
28
Harbour Investments
Madison,
Wisconsin
| $7.36K | +$322 | +15 | +5% |
|
29
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $3K | +$3.05K | +142 | New |
|
|
RCM
30
Raleigh Capital Management
Cary,
North Carolina
| $423 | – | – | – |
|
|
CIAS
31
CFS Investment Advisory Services
Totowa,
New Jersey
| – | -$2K | -39,361 | Closed |
|
|
32
Jane Street
New York
| – | -$224K | -11,367 | Closed |
|
|
33
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$207K | -10,530 | Closed |
|
|
HI
34
Hudock Inc
Williamsport,
Pennsylvania
| – | -$71K | -3,615 | Closed |
|
|
WWMSC
35
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| – | -$18K | -900 | Closed |
|
36
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$3 | -142 | Closed |
|
CVY Hedge Fund Activity: Q4 2022 in Review
30 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q4 2022, worth a combined $9.08M — up 4.8% from $8.67M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of CVY and 4 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 9 added.
The largest buyer was Bank of America, adding an estimated $684K. The largest seller was Jane Street, exiting entirely with an estimated $224K sold.
- 30 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q4 2022, down from 35 in Q3 2022.
- Funds reported $9.08M of Invesco Zacks Multi-Asset Income ETF stock for Q4 2022, up 4.8% quarter-over-quarter.
- 4 funds opened new Invesco Zacks Multi-Asset Income ETF positions in Q4 2022 and 7 closed out, a net change of -3 holders.
- The largest Invesco Zacks Multi-Asset Income ETF buyer in Q4 2022 was Bank of America, an estimated $684K added.
- The largest Invesco Zacks Multi-Asset Income ETF seller in Q4 2022 was Jane Street, an estimated $224K sold.
Based on aggregated 13F filings for Q4 2022.