Invesco Zacks Multi-Asset Income ETF
CVY
65 hedge funds and large institutions have $66.3M invested in Invesco Zacks Multi-Asset Income ETF in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 23 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
2% more funds holding
Funds holding: 64 → 65 (+1)
0.69% more ownership
Funds ownership: 18.41% → 19.1% (+0.69%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $67.3M → $66.3M (-$993K)
43% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.13M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$569K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$459K |
| 4 |
TSS
Two Sigma Securities
New York
|
+$350K |
| 5 |
LPL Financial
San Diego,
California
|
+$325K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$3.91M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$786K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$783K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$334K |
| 5 |
LI
Longer Investments
Fayetteville,
Arkansas
|
-$282K |
CVY Hedge Fund Activity: Q3 2017 in Review
65 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q3 2017, worth a combined $66.3M — down 1.5% from $67.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CVY positions and 3 closed out — a net gain of 3 holders — while 13 added to existing stakes and 23 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $1.13M. The largest seller was United Capital Financial Advisors, cutting an estimated $3.91M.
- 65 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q3 2017, up from 64 in Q2 2017.
- Funds reported $66.3M of Invesco Zacks Multi-Asset Income ETF stock for Q3 2017, down 1.5% quarter-over-quarter.
- 6 funds opened new Invesco Zacks Multi-Asset Income ETF positions in Q3 2017 and 3 closed out, a net change of +3 holders.
- The largest Invesco Zacks Multi-Asset Income ETF buyer in Q3 2017 was Susquehanna International Group, an estimated $1.13M added.
- The largest Invesco Zacks Multi-Asset Income ETF seller in Q3 2017 was United Capital Financial Advisors, an estimated $3.91M sold.
Based on aggregated 13F filings for Q3 2017.