Invesco Zacks Multi-Asset Income ETF
CVY
87 hedge funds and large institutions have $336M invested in Invesco Zacks Multi-Asset Income ETF in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 8 closing their positions.
10% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 31
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
3% less capital invested
Capital invested by funds: $346M → $336M (-$9.12M)
1% less funds holding
Funds holding: 88 → 87 (-1)
2.1% less ownership
Funds ownership: 29.46% → 27.36% (-2.1%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$3.9M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$3.37M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.63M |
| 4 |
BUB
BBVA USA Bancshares
Houston,
Texas
|
+$1.32M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$909K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$6.37M |
| 2 |
Morgan Stanley
New York
|
-$4.98M |
| 3 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$2.88M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$2.67M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.14M |
CVY Hedge Fund Activity: Q1 2014 in Review
87 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q1 2014, worth a combined $336M — down 2.6% from $346M a quarter earlier.
Fund positioning in CVY was balanced in Q1 2014: 8 funds opened new positions, 8 closed out, 34 added to existing stakes and 31 trimmed.
The largest buyer was CLA (CliftonLarsonAllen) Wealth Advisors, adding an estimated $3.9M. The largest seller was Bank of America, cutting an estimated $6.37M.
- 87 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q1 2014, down from 88 in Q4 2013.
- Funds reported $336M of Invesco Zacks Multi-Asset Income ETF stock for Q1 2014, down 2.6% quarter-over-quarter.
- 8 funds opened new Invesco Zacks Multi-Asset Income ETF positions in Q1 2014 and 8 closed out, a net change of 0 holders.
- The largest Invesco Zacks Multi-Asset Income ETF buyer in Q1 2014 was CLA (CliftonLarsonAllen) Wealth Advisors, an estimated $3.9M added.
- The largest Invesco Zacks Multi-Asset Income ETF seller in Q1 2014 was Bank of America, an estimated $6.37M sold.
Based on aggregated 13F filings for Q1 2014.