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Invesco Zacks Multi-Asset Income ETF
CVY

68 hedge funds and large institutions have $73.3M invested in Invesco Zacks Multi-Asset Income ETF in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

10% more capital invested

Capital invested by funds: $66.3M → $73.3M (+$6.95M)

5% more funds holding

Funds holding: 65 → 68 (+3)

2.68% more ownership

Funds ownership: 19.1% → 21.78% (+2.7%)

35% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 20

Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
14
Increased
13
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$451K
2
LPL Financial
LPL Financial
California
+$276K
3
Wells Fargo
Wells Fargo
California
+$264K
4
HFA
High Falls Advisors
New York
+$264K
5
FA
Fortis Advisors
Pennsylvania
+$137K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.66M
2
UBS Group
UBS Group
Switzerland
-$553K
3
UCFA
United Capital Financial Advisors
Texas
-$508K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$404K
5
TSS
Two Sigma Securities
New York
-$277K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
51
SeaCrest Wealth Management
New York
$27K +$26.3K +1,200 New
SPIA
52
Steward Partners Investment Advisory
New York
$21K +$20.8K +950 New
GRP
53
Global Retirement Partners
California
$19K – – –
ME
54
McIlrath & Eck
Washington
$18K +$17.5K +800 New
SEI Investments
55
SEI Investments
Pennsylvania
$12K – – –
TWA
56
TCI Wealth Advisors
Arizona
$11K – – –
AA
57
AlphaMark Advisors
Kentucky
$8K +$7.48K +342 New
AIP
58
Ameritas Investment Partners
Nebraska
$5K – – –
Manulife (Manufacturers Life Insurance)
59
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5K – – –
FANJ
60
Financial Architects (New Jersey)
New Jersey
$4K – – –
US Bancorp
61
US Bancorp
Minnesota
$4K – – –
VNA
62
Valley National Advisers
Pennsylvania
$2K -$153 -7 -6%
IF
63
Ironwood Financial
Arizona
$2K – – –
MOS
64
MGO One Seven
Ohio
$2K +$1.75K +80 New
VF
65
Virtu Financial
New York
– -$222K -10,214 Closed
CAN
66
Cetera Advisor Networks
California
– -$220K -10,105 Closed
Stifel Financial
67
Stifel Financial
Missouri
– -$217K -9,960 Closed
CBN
68
Cadence Bank NA
Texas
– -$209K -9,643 Closed
HFM
69
Hartford Financial Management
Connecticut
– -$54K -2,499 Closed
AWMS
70
Advocacy Wealth Management Services
Georgia
– -$5K -250 Closed
CP
71
Corbenic Partners
Pennsylvania
– -$4K -175 Closed
BBPWM
72
Blue Bell Private Wealth Management
Pennsylvania
– -$3K -129 Closed
DSC
73
Duncker Streett & Co
Missouri
– -$2K -100 Closed
PA
74
Parallel Advisors
California
– -$2K -70 Closed
1 2
3

CVY Hedge Fund Activity: Q4 2017 in Review

68 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q4 2017, worth a combined $73.3M — up 10% from $66.3M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new CVY positions and 11 closed out — a net gain of 3 holders — while 13 added to existing stakes and 20 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $451K. The largest seller was Susquehanna International Group, cutting an estimated $3.66M.

  • 68 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q4 2017, up from 65 in Q3 2017.
  • Funds reported $73.3M of Invesco Zacks Multi-Asset Income ETF stock for Q4 2017, up 10% quarter-over-quarter.
  • 14 funds opened new Invesco Zacks Multi-Asset Income ETF positions in Q4 2017 and 11 closed out, a net change of +3 holders.
  • The largest Invesco Zacks Multi-Asset Income ETF buyer in Q4 2017 was Morgan Stanley, an estimated $451K added.
  • The largest Invesco Zacks Multi-Asset Income ETF seller in Q4 2017 was Susquehanna International Group, an estimated $3.66M sold.

Based on aggregated 13F filings for Q4 2017.