Invesco Zacks Multi-Asset Income ETF
CVY
39 hedge funds and large institutions have $17.4M invested in Invesco Zacks Multi-Asset Income ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
3% more funds holding
Funds holding: 38 → 39 (+1)
0.03% more ownership
Funds ownership: 5.28% → 5.31% (+0.03%)
2% less capital invested
Capital invested by funds: $17.7M → $17.4M (-$316K)
10% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$347K |
| 2 |
JP Morgan Chase
New York
|
+$285K |
| 3 |
LPL Financial
San Diego,
California
|
+$183K |
| 4 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$72.1K |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$34.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$370K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$245K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$174K |
| 4 |
IBOK
Independence Bank of Kentucky
Owensboro,
Kentucky
|
-$25.7K |
| 5 |
Morgan Stanley
New York
|
-$20.8K |
CVY Hedge Fund Activity: Q2 2024 in Review
39 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q2 2024, worth a combined $17.4M — down 1.8% from $17.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CVY positions and 4 closed out — a net gain of 1 holder — while 9 added to existing stakes and 10 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $347K. The largest seller was Bank of America, cutting an estimated $370K.
- 39 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q2 2024, up from 38 in Q1 2024.
- Funds reported $17.4M of Invesco Zacks Multi-Asset Income ETF stock for Q2 2024, down 1.8% quarter-over-quarter.
- 5 funds opened new Invesco Zacks Multi-Asset Income ETF positions in Q2 2024 and 4 closed out, a net change of +1 holder.
- The largest Invesco Zacks Multi-Asset Income ETF buyer in Q2 2024 was Cambridge Investment Research Advisors, an estimated $347K added.
- The largest Invesco Zacks Multi-Asset Income ETF seller in Q2 2024 was Bank of America, an estimated $370K sold.
Based on aggregated 13F filings for Q2 2024.