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Invesco Zacks Multi-Asset Income ETF
CVY

35 hedge funds and large institutions have $18.4M invested in Invesco Zacks Multi-Asset Income ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

6% more capital invested

Capital invested by funds: $17.4M → $18.4M (+$1.03M)

0.1% more ownership

Funds ownership: 5.31% → 5.41% (+0.1%)

10% less funds holding

Funds holding: 39 → 35 (-4)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
35
Holders Change
-4
Holders Change %
-10.26%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
10
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$791K
2
USWIA
UP Strategic Wealth Investment Advisors
Pennsylvania
+$197K
3
LPL Financial
LPL Financial
California
+$68.3K
4
Bank of America
Bank of America
North Carolina
+$32.1K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$30.5K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$283K
2
HFA
High Falls Advisors
New York
-$278K
3
Wells Fargo
Wells Fargo
California
-$168K
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$34K
5
UBS Group
UBS Group
Switzerland
-$29.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$21.2K – – –
CAL
27
Capital Advisors Ltd
Ohio
$17K – – –
RIL
28
Rothschild Investment LLC
Illinois
$15.7K – – –
GWM
29
Geneos Wealth Management
Colorado
$10.8K – – –
FP
30
Financial Perspectives
Minnesota
$10.7K +$103 +4 +1%
AIP
31
Ameritas Investment Partners
Nebraska
$7.97K – – –
Jones Financial Companies
32
Jones Financial Companies
Missouri
$6.42K +$6.33K +246 New
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$1.83K -$721 -28 -29%
RCM
34
Raleigh Capital Management
North Carolina
$522 – – –
DFA
35
DHJJ Financial Advisors
Illinois
$471 – – –
JP Morgan Chase
36
JP Morgan Chase
New York
– -$283K -11,272 Closed
HFA
37
High Falls Advisors
New York
– -$278K -11,083 Closed
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
– -$34K -1,372 Closed
William Blair & Company
39
William Blair & Company
Illinois
– -$17.1K -683 Closed
IAIM
40
International Assets Investment Management
Florida
– -$1.05K -42 Closed
1
2

CVY Hedge Fund Activity: Q3 2024 in Review

35 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q3 2024, worth a combined $18.4M — up 5.9% from $17.4M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of CVY and 2 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 10 added.

The largest buyer was Morgan Stanley, adding an estimated $791K. The largest seller was JP Morgan Chase, exiting entirely with an estimated $283K sold.

  • 35 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q3 2024, down from 39 in Q2 2024.
  • Funds reported $18.4M of Invesco Zacks Multi-Asset Income ETF stock for Q3 2024, up 5.9% quarter-over-quarter.
  • 2 funds opened new Invesco Zacks Multi-Asset Income ETF positions in Q3 2024 and 5 closed out, a net change of -3 holders.
  • The largest Invesco Zacks Multi-Asset Income ETF buyer in Q3 2024 was Morgan Stanley, an estimated $791K added.
  • The largest Invesco Zacks Multi-Asset Income ETF seller in Q3 2024 was JP Morgan Chase, an estimated $283K sold.

Based on aggregated 13F filings for Q3 2024.