Invesco Zacks Multi-Asset Income ETF
CVY
CVY
37 hedge funds and large institutions have $13.7M invested in Invesco Zacks Multi-Asset Income ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 2 closing their positions.
Holders
37
Holders Change
+3
Holders Change %
+8.82%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
9
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
1
Osaic Holdings
Scottsdale,
Arizona
|
$1.14M |
| 2 |
2
Comerica Bank
Dallas,
Texas
|
$391K |
| 3 |
AWS
3
Atria Wealth Solutions
New York
|
$274K |
| 4 |
4
Wells Fargo
San Francisco,
California
|
$801K |
| 5 |
5
Morgan Stanley
New York
|
$2.39M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
GWM
26
Geneos Wealth Management
Englewood,
Colorado
| $14.5K | – | – | – |
|
|
CAL
27
Capital Advisors Ltd
Shaker Heights,
Ohio
| $14K | – | – | – |
|
28
Fidelity Investments
Boston,
Massachusetts
| $12.7K | -$702 | -32 | -5% |
|
|
FP
29
Financial Perspectives
Minneapolis,
Minnesota
| $8.62K | +$88 | +4 | +1% |
|
|
AIP
30
Ameritas Investment Partners
Lincoln,
Nebraska
| $7.24K | -$1.1K | -50 | -13% |
|
|
NA
31
NewEdge Advisors
New Orleans,
Louisiana
| $7.08K | +$7.08K | +323 | New |
|
|
CBT
32
CoreFirst Bank & Trust
Topeka,
Kansas
| $6.58K | – | – | – |
|
33
Qube Research & Technologies (QRT)
London,
United Kingdom
| $5.15K | +$5.15K | +235 | New |
|
34
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $3K | – | – | – |
|
|
RCM
35
Raleigh Capital Management
Cary,
North Carolina
| $439 | – | – | – |
|
|
DFA
36
DHJJ Financial Advisors
Naperville,
Illinois
| $395 | +$395 | +18 | New |
|
|
CWA
37
Core Wealth Advisors
Lakeland,
Florida
| $44 | – | – | – |
|
|
BWP
38
Balboa Wealth Partners
Scottsdale,
Arizona
| – | -$205K | -9,564 | Closed |
|
|
PO
39
Private Ocean
San Rafael,
California
| – | -$214 | -10 | Closed |
|