Invesco Zacks Multi-Asset Income ETF
CVY
34 hedge funds and large institutions have $12.7M invested in Invesco Zacks Multi-Asset Income ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 1 closing their positions.
11% more capital invested
Capital invested by funds: $11.4M → $12.7M (+$1.31M)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0.32% less ownership
Funds ownership: 4.9% → 4.58% (-0.32%)
3% less funds holding
Funds holding: 35 → 34 (-1)
46% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$251K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$139K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$55.5K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$32.5K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$12.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$416K |
| 2 |
LPL Financial
San Diego,
California
|
-$279K |
| 3 |
Morgan Stanley
New York
|
-$211K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$148K |
| 5 |
HFA
High Falls Advisors
Rochester,
New York
|
-$96.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAL
26
Capital Advisors Ltd
Shaker Heights,
Ohio
| $14K | – | – | – |
|
|
27
Fidelity Investments
Boston,
Massachusetts
| $13.1K | +$12.9K | +610 | New |
|
|
FP
28
Financial Perspectives
Minneapolis,
Minnesota
| $8.34K | +$106 | +5 | +1% |
|
|
AIP
29
Ameritas Investment Partners
Lincoln,
Nebraska
| $8.14K | -$1.27K | -60 | -14% |
|
|
CBT
30
CoreFirst Bank & Trust
Topeka,
Kansas
| $6.42K | -$5.17K | -245 | -45% |
|
31
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $3K | – | – | – |
|
|
RCM
32
Raleigh Capital Management
Cary,
North Carolina
| $428 | – | – | – |
|
|
PO
33
Private Ocean
San Rafael,
California
| $214 | – | – | – |
|
|
CWAF
34
Core Wealth Advisors (Florida)
Lakeland,
Florida
| $43 | – | – | – |
|
|
AAS
35
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$4.3K | -200 | Closed |
|
CVY Hedge Fund Activity: Q2 2023 in Review
34 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q2 2023, worth a combined $12.7M — up 11% from $11.4M a quarter earlier.
Fund positioning in CVY was balanced in Q2 2023: 1 fund opened new positions, 1 closed out, 7 added to existing stakes and 13 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $251K. The largest seller was Bank of America, cutting an estimated $416K.
- 34 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q2 2023, down from 35 in Q1 2023.
- Funds reported $12.7M of Invesco Zacks Multi-Asset Income ETF stock for Q2 2023, up 11% quarter-over-quarter.
- 1 fund opened new Invesco Zacks Multi-Asset Income ETF positions in Q2 2023 and 1 closed out, a net change of 0 holders.
- The largest Invesco Zacks Multi-Asset Income ETF buyer in Q2 2023 was Susquehanna International Group, an estimated $251K added.
- The largest Invesco Zacks Multi-Asset Income ETF seller in Q2 2023 was Bank of America, an estimated $416K sold.
Based on aggregated 13F filings for Q2 2023.