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Invesco Zacks Multi-Asset Income ETF
CVY

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
LW
1
Linscomb Wealth
Texas
$45.2M +$46.8M +1,950,770 New
Morgan Stanley
2
Morgan Stanley
New York
$33M +$34.2M +1,424,602 New
Bank of America
3
Bank of America
North Carolina
$29.8M +$30.8M +1,283,776 New
Bank of New York Mellon
4
Bank of New York Mellon
New York
$27.9M +$28.9M +1,204,020 New
NEPWA
5
New England Private Wealth Advisors
Massachusetts
$21.6M +$22.4M +931,598 New
Wells Fargo
6
Wells Fargo
California
$21M +$21.8M +907,438 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$17.9M +$18.5M +770,479 New
BUB
8
BBVA USA Bancshares
Texas
$17.7M +$18.3M +762,169 New
LPL Financial
9
LPL Financial
California
$12.5M +$12.9M +537,917 New
B
10
Baird
Wisconsin
$10.6M +$11M +456,832 New
Deutsche Bank
11
Deutsche Bank
Germany
$10.3M +$10.6M +443,228 New
LI
12
Longer Investments
Arkansas
$10.2M +$10.5M +438,275 New
U
13
UBS
Switzerland
$9.9M +$10.2M +427,045 New
AA
14
Ancora Advisors
Ohio
$8.29M +$8.58M +357,453 New
RJA
15
Raymond James & Associates
Florida
$6.21M +$6.43M +267,798 New
ACM
16
Argentus Capital Management
Texas
$2.95M +$3.05M +127,252 New
BCI
17
Brinker Capital Investments
Pennsylvania
$2.81M +$2.9M +121,000 New
PAS
18
Partnervest Advisory Services
California
$2.62M +$2.71M +112,814 New
PWM
19
ParenteBeard Wealth Management
Pennsylvania
$2.16M +$2.24M +93,295 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.94M +$2.01M +83,589 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.86M +$1.93M +80,339 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.81M +$1.87M +77,893 New
CWM
23
Cabot Wealth Management
Massachusetts
$1.75M +$1.82M +75,701 New
SNC
24
Stifel Nicolaus & Co
Missouri
$1.75M +$1.81M +75,299 New
Citigroup
25
Citigroup
New York
$1.64M +$1.7M +70,924 New
1
2 3 4

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.