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Invesco Zacks Multi-Asset Income ETF
CVY

59 hedge funds and large institutions have $54.5M invested in Invesco Zacks Multi-Asset Income ETF in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

20% more capital invested

Capital invested by funds: $45.3M → $54.5M (+$9.2M)

5% more funds holding

Funds holding: 56 → 59 (+3)

2.23% more ownership

Funds ownership: 15.68% → 17.92% (+2.2%)

62% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 26

Holders
59
Holders Change
+3
Holders Change %
+5.36%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
10
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$3.83M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.94M
3
HFA
High Falls Advisors
New York
+$567K
4
SFA
Sequoia Financial Advisors
Ohio
+$500K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$458K

Top Sellers

Rank Fund Capital Flow
1
LW
Linscomb Wealth
Texas
-$780K
2
Jane Street
Jane Street
New York
-$400K
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$228K
4
UBS Group
UBS Group
Switzerland
-$218K
5
Deutsche Bank
Deutsche Bank
Germany
-$157K
Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
51
Global Retirement Partners
California
$20K – – –
FHA
52
Flagship Harbor Advisors
Massachusetts
$18K – – –
William Blair & Company
53
William Blair & Company
Illinois
$18K – – –
VCP
54
Verus Capital Partners
Arizona
$12K +$11.6K +511 New
AIP
55
Ameritas Investment Partners
Nebraska
$10K -$2.16K -95 -18%
FP
56
Financial Perspectives
Minnesota
$7.9K +$7.69K +338 New
IF
57
Ironwood Financial
Arizona
$2K – – –
PFGIA
58
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
CCWA
59
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$228K -10,215 Closed
TC
60
Truvestments Capital
Florida
– -$62K -2,765 Closed
RIA
61
Realta Investment Advisors
Delaware
– -$25K -1,135 Closed
NCM
62
Next Capital Management
New York
– -$20K -908 Closed
IA
63
IFP Advisors
Florida
– -$14K -635 Closed
CIAS
64
Capital Investment Advisory Services
North Carolina
– -$2K -100 Closed
BlackRock
65
BlackRock
New York
– +$182 +8 New
1 2
3

CVY Hedge Fund Activity: Q4 2019 in Review

59 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q4 2019, worth a combined $54.5M — up 20% from $45.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CVY positions and 6 closed out — a net gain of 3 holders — while 10 added to existing stakes and 26 trimmed.

The largest buyer was Bank of America, adding an estimated $3.83M. The largest seller was Linscomb Wealth, cutting an estimated $780K.

  • 59 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q4 2019, up from 56 in Q3 2019.
  • Funds reported $54.5M of Invesco Zacks Multi-Asset Income ETF stock for Q4 2019, up 20% quarter-over-quarter.
  • 9 funds opened new Invesco Zacks Multi-Asset Income ETF positions in Q4 2019 and 6 closed out, a net change of +3 holders.
  • The largest Invesco Zacks Multi-Asset Income ETF buyer in Q4 2019 was Bank of America, an estimated $3.83M added.
  • The largest Invesco Zacks Multi-Asset Income ETF seller in Q4 2019 was Linscomb Wealth, an estimated $780K sold.

Based on aggregated 13F filings for Q4 2019.