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Invesco Zacks Multi-Asset Income ETF

64 hedge funds and large institutions have $62.7M invested in Invesco Zacks Multi-Asset Income ETF in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 12 increasing their positions, 24 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.23% more ownership

Funds ownership: 23.32%24.55% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less capital invested

Capital invested by funds: $67.2M → $62.7M (-$4.54M)

10% less funds holding

Funds holding: 7164 (-7)

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

50% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 24

Holders
64
Holders Change
-7
Holders Change %
-9.86%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
12
Reduced
24
Closed
20
Calls
Puts
Net Calls
Net Calls Change

CVY Hedge Fund Activity: Q4 2018 in Review

64 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q4 2018, worth a combined $62.7M — down 6.8% from $67.2M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of CVY and 15 opened new positions — a net loss of 5 holders — while 24 trimmed existing stakes and 12 added.

The largest buyer was Weatherstone Capital Management, opening a new position worth an estimated $5.3M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $1.96M sold.

  • 64 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q4 2018, down from 71 in Q3 2018.
  • Funds reported $62.7M of Invesco Zacks Multi-Asset Income ETF stock for Q4 2018, down 6.8% quarter-over-quarter.
  • 15 funds opened new Invesco Zacks Multi-Asset Income ETF positions in Q4 2018 and 20 closed out, a net change of -5 holders.
  • The largest Invesco Zacks Multi-Asset Income ETF buyer in Q4 2018 was Weatherstone Capital Management, an estimated $5.3M added.
  • The largest Invesco Zacks Multi-Asset Income ETF seller in Q4 2018 was Raymond James Financial Services Advisors, an estimated $1.96M sold.

Based on aggregated 13F filings for Q4 2018.