CVY icon

Invesco Zacks Multi-Asset Income ETF
CVY

Overview Fund Activity

92 hedge funds and large institutions have $370M invested in Invesco Zacks Multi-Asset Income ETF in 2014 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 24 reducing their positions, and 5 closing their positions.

Holders
92
Holders Change
+5
Holders Change %
+5.75%
% of All Funds
2.65%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
10
Increased
44
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Aviance Capital Management
Florida
$9.83M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$29.9M
3
Jane Street
3
Jane Street
New York
$3.05M
4
ECM
4
ETrade Capital Management
Virginia
$3.2M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.43M

Top Sellers

1
LW
1
Linscomb Wealth
Texas
$32.2M
2
Wells Fargo
2
Wells Fargo
California
$23.8M
3
LI
3
Longer Investments
Arkansas
$11.6M
4
Citigroup
4
Citigroup
New York
$753K
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$21.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$103K +$92.5K +3,540 +885%
JFGIW
77
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$90K – – –
Creative Planning
78
Creative Planning
Kansas
$72K +$52K +2,000 +260%
FANJ
79
Financial Architects (New Jersey)
New Jersey
$60K +$60K +2,300 New
WRM
80
Westport Resources Management
Connecticut
$49K – – –
SNT
81
Security National Trust
West Virginia
$37K – – –
TWA
82
TCI Wealth Advisors
Arizona
$33K – – –
HI
83
Hudock Inc
Pennsylvania
$32K +$10.6K +400 +49%
MA
84
MUFG Americas
New York
$29K – – –
NES
85
New England Securities
New York
$27K – – –
RNS
86
Robert N. Shapiro
$21K +$21K +800 New
MA
87
MCF Advisors
Kentucky
$18K -$202 -8 -1%
JIC
88
Joel Isaacson & Co
New York
$18K – – –
FBT
89
Founders Bank & Trust
Michigan
$17K – – –
Bessemer Group
90
Bessemer Group
New Jersey
$8K – – –
FCCM
91
First City Capital Management
Georgia
$5.23K +$5.23K +200 New
DSC
92
Duncker Streett & Co
Missouri
$3K – – –
AP
93
Advisors Preferred
Maryland
– -$419K -16,671 Closed
SCM
94
Sterneck Capital Management
Missouri
– -$276K -10,970 Closed
PWS
95
Peloton Wealth Strategists
Indiana
– -$266K -10,600 Closed
MPM
96
Meritage Portfolio Management
Kansas
– -$225K -8,940 Closed
SF
97
Synovus Financial
Georgia
– -$31K -1,211 Closed
1 2 3
4