Invesco Zacks Multi-Asset Income ETF
CVY
39 hedge funds and large institutions have $18.3M invested in Invesco Zacks Multi-Asset Income ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
200% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 4
11% more funds holding
Funds holding: 35 → 39 (+4)
0.18% more ownership
Funds ownership: 5.41% → 5.59% (+0.18%)
1% less capital invested
Capital invested by funds: $18.4M → $18.3M (-$97.1K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$379K |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$286K |
| 3 |
MWM
MGB Wealth Management
Addison,
Texas
|
+$223K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$130K |
| 5 |
LPL Financial
San Diego,
California
|
+$115K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$522K |
| 2 |
USWIA
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
|
-$200K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$49.9K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$27.9K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$6.09K |
CVY Hedge Fund Activity: Q4 2024 in Review
39 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q4 2024, worth a combined $18.3M — down 0.53% from $18.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CVY positions and 2 closed out — a net gain of 6 holders — while 12 added to existing stakes and 4 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $379K. The largest seller was Sequoia Financial Advisors, exiting entirely with an estimated $522K sold.
- 39 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q4 2024, up from 35 in Q3 2024.
- Funds reported $18.3M of Invesco Zacks Multi-Asset Income ETF stock for Q4 2024, down 0.53% quarter-over-quarter.
- 8 funds opened new Invesco Zacks Multi-Asset Income ETF positions in Q4 2024 and 2 closed out, a net change of +6 holders.
- The largest Invesco Zacks Multi-Asset Income ETF buyer in Q4 2024 was Susquehanna International Group, an estimated $379K added.
- The largest Invesco Zacks Multi-Asset Income ETF seller in Q4 2024 was Sequoia Financial Advisors, an estimated $522K sold.
Based on aggregated 13F filings for Q4 2024.