Invesco Zacks Multi-Asset Income ETF
CVY
35 hedge funds and large institutions have $11.4M invested in Invesco Zacks Multi-Asset Income ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
26% more capital invested
Capital invested by funds: $9.08M → $11.4M (+$2.36M)
17% more funds holding
Funds holding: 30 → 35 (+5)
1.6% more ownership
Funds ownership: 3.29% → 4.9% (+1.6%)
13% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$2.4M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.07M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$372K |
| 4 |
LPL Financial
San Diego,
California
|
+$342K |
| 5 |
BWP
Balboa Wealth Partners
Scottsdale,
Arizona
|
+$241K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$128K |
| 2 |
Morgan Stanley
New York
|
-$124K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$115K |
| 4 |
HFA
High Falls Advisors
Rochester,
New York
|
-$67.1K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$58.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CBT
26
CoreFirst Bank & Trust
Topeka,
Kansas
| $11.5K | – | – | – |
|
|
AIP
27
Ameritas Investment Partners
Lincoln,
Nebraska
| $9.28K | -$1.33K | -60 | -12% |
|
|
FP
28
Financial Perspectives
Minneapolis,
Minnesota
| $8.1K | +$111 | +5 | +1% |
|
|
AAS
29
Ameritas Advisory Services
Lincoln,
Nebraska
| $4.3K | +$4.42K | +200 | New |
|
30
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $3K | – | – | – |
|
|
AIP
31
Ahrens Investment Partners
Lafayette,
Louisiana
| $2.22K | +$2.34K | +106 | New |
|
|
32
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.98K | +$2.07M | +93,808 | New |
|
|
RCM
33
Raleigh Capital Management
Cary,
North Carolina
| $422 | – | – | – |
|
|
PO
34
Private Ocean
San Rafael,
California
| $211 | +$221 | +10 | New |
|
|
CWAF
35
Core Wealth Advisors (Florida)
Lakeland,
Florida
| $43 | +$44 | +2 | New |
|
|
NA
36
NewEdge Advisors
New Orleans,
Louisiana
| – | -$13.3K | -627 | Closed |
|
|
MCC
37
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$9.52K | -450 | Closed |
|
CVY Hedge Fund Activity: Q1 2023 in Review
35 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q1 2023, worth a combined $11.4M — up 26% from $9.08M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CVY positions and 2 closed out — a net gain of 6 holders — while 7 added to existing stakes and 8 trimmed.
The largest buyer was HBK Sorce Advisory, opening a new position worth an estimated $2.4M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $128K.
- 35 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q1 2023, up from 30 in Q4 2022.
- Funds reported $11.4M of Invesco Zacks Multi-Asset Income ETF stock for Q1 2023, up 26% quarter-over-quarter.
- 8 funds opened new Invesco Zacks Multi-Asset Income ETF positions in Q1 2023 and 2 closed out, a net change of +6 holders.
- The largest Invesco Zacks Multi-Asset Income ETF buyer in Q1 2023 was HBK Sorce Advisory, an estimated $2.4M added.
- The largest Invesco Zacks Multi-Asset Income ETF seller in Q1 2023 was Raymond James Financial Services Advisors, an estimated $128K sold.
Based on aggregated 13F filings for Q1 2023.