Invesco Zacks Multi-Asset Income ETF
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.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
9% more funds holding
Funds holding: 34 → 37 (+3)
7% more capital invested
Capital invested by funds: $12.7M → $13.7M (+$946K)
0.23% more ownership
Funds ownership: 4.58% → 4.8% (+0.23%)
10% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$760K |
| 2 |
Comerica Bank
Dallas,
Texas
|
+$398K |
| 3 |
AWS
Atria Wealth Solutions
New York
|
+$278K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$229K |
| 5 |
Morgan Stanley
New York
|
+$163K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$384K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$264K |
| 3 |
HFA
High Falls Advisors
Rochester,
New York
|
-$229K |
| 4 |
BWP
Balboa Wealth Partners
Scottsdale,
Arizona
|
-$205K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$72.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
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 | -$713 | -32 | -5% |
|
|
FP
29
Financial Perspectives
Minneapolis,
Minnesota
| $8.62K | +$89 | +4 | +1% |
|
|
AIP
30
Ameritas Investment Partners
Lincoln,
Nebraska
| $7.24K | -$1.11K | -50 | -13% |
|
|
NA
31
NewEdge Advisors
New Orleans,
Louisiana
| $7.08K | +$7.2K | +323 | New |
|
|
CBT
32
CoreFirst Bank & Trust
Topeka,
Kansas
| $6.58K | – | – | – |
|
33
Qube Research & Technologies (QRT)
London,
United Kingdom
| $5.15K | +$5.24K | +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 | +$401 | +18 | New |
|
|
CWAF
37
Core Wealth Advisors (Florida)
Lakeland,
Florida
| $44 | – | – | – |
|
|
BWP
38
Balboa Wealth Partners
Scottsdale,
Arizona
| – | -$205K | -9,564 | Closed |
|
|
PO
39
Private Ocean
San Rafael,
California
| – | -$214 | -10 | Closed |
|
CVY Hedge Fund Activity: Q3 2023 in Review
37 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q3 2023, worth a combined $13.7M — up 7.4% from $12.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CVY positions and 2 closed out — a net gain of 3 holders — while 9 added to existing stakes and 10 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $760K. The largest seller was Royal Bank of Canada, cutting an estimated $384K.
- 37 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q3 2023, up from 34 in Q2 2023.
- Funds reported $13.7M of Invesco Zacks Multi-Asset Income ETF stock for Q3 2023, up 7.4% quarter-over-quarter.
- 5 funds opened new Invesco Zacks Multi-Asset Income ETF positions in Q3 2023 and 2 closed out, a net change of +3 holders.
- The largest Invesco Zacks Multi-Asset Income ETF buyer in Q3 2023 was Osaic Holdings, an estimated $760K added.
- The largest Invesco Zacks Multi-Asset Income ETF seller in Q3 2023 was Royal Bank of Canada, an estimated $384K sold.
Based on aggregated 13F filings for Q3 2023.