Invesco Zacks Multi-Asset Income ETF
CVY
64 hedge funds and large institutions have $67.3M invested in Invesco Zacks Multi-Asset Income ETF in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 27 reducing their positions, and 9 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
2% less funds holding
Funds holding: 65 → 64 (-1)
3.92% less ownership
Funds ownership: 22.33% → 18.41% (-3.9%)
21% less capital invested
Capital invested by funds: $85.2M → $67.3M (-$17.9M)
70% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LI
Longer Investments
Fayetteville,
Arkansas
|
+$1.36M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$671K |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$497K |
| 4 |
Morgan Stanley
New York
|
+$431K |
| 5 |
Jane Street
New York
|
+$324K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$13.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$2.32M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.76M |
| 4 |
NPC
National Planning Corporation
El Segundo,
California
|
-$1.72M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.66M |
CVY Hedge Fund Activity: Q2 2017 in Review
64 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q2 2017, worth a combined $67.3M — down 21% from $85.2M a quarter earlier.
Fund positioning in CVY was balanced in Q2 2017: 9 funds opened new positions, 9 closed out, 8 added to existing stakes and 27 trimmed.
The largest buyer was Longer Investments, adding an estimated $1.36M. The largest seller was United Capital Financial Advisors, cutting an estimated $13.5M.
- 64 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q2 2017, down from 65 in Q1 2017.
- Funds reported $67.3M of Invesco Zacks Multi-Asset Income ETF stock for Q2 2017, down 21% quarter-over-quarter.
- 9 funds opened new Invesco Zacks Multi-Asset Income ETF positions in Q2 2017 and 9 closed out, a net change of 0 holders.
- The largest Invesco Zacks Multi-Asset Income ETF buyer in Q2 2017 was Longer Investments, an estimated $1.36M added.
- The largest Invesco Zacks Multi-Asset Income ETF seller in Q2 2017 was United Capital Financial Advisors, an estimated $13.5M sold.
Based on aggregated 13F filings for Q2 2017.