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Invesco Zacks Multi-Asset Income ETF

79 hedge funds and large institutions have $325M invested in Invesco Zacks Multi-Asset Income ETF in 2013 Q2 according to their latest regulatory filings, with 79 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

30.54% more ownership

Funds ownership: 0%30.54% (+31%)

Holders
79
Holders Change
+79
Holders Change %
% of All Funds
2.58%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.1%
New
79
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$18K +$18.5K +770 New
FBT
77
Founders Bank & Trust
Michigan
$15K +$16K +668 New
Nomura Holdings
78
Nomura Holdings
Japan
$7K +$7.2K +300 New
WF
79
WealthTrust Fairport
Ohio
$7K +$7.2K +300 New

CVY Hedge Fund Activity: Q2 2013 in Review

79 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q2 2013, worth a combined $325M.

Buyers outnumbered sellers: 79 funds opened new CVY positions and 0 closed out — a net gain of 79 holders — while 0 added to existing stakes and 0 trimmed.

  • 79 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $325M of Invesco Zacks Multi-Asset Income ETF stock for Q2 2013.
  • 79 funds opened new Invesco Zacks Multi-Asset Income ETF positions in Q2 2013 and 0 closed out, a net change of +79 holders.

Based on aggregated 13F filings for Q2 2013.