Invesco Zacks Multi-Asset Income ETF
CVY
80 hedge funds and large institutions have $356M invested in Invesco Zacks Multi-Asset Income ETF in 2013 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 9 closing their positions.
71% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 21
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
33% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 9
9% more capital invested
Capital invested by funds: $325M → $356M (+$30.6M)
1% more funds holding
Funds holding: 79 → 80 (+1)
0.48% more ownership
Funds ownership: 30.54% → 31.02% (+0.48%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$17.1M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$10.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$3.65M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.09M |
| 5 |
CWM
Cabot Wealth Management
Salem,
Massachusetts
|
+$1.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$4.31M |
| 2 |
Morgan Stanley
New York
|
-$4.27M |
| 3 |
LW
Linscomb Wealth
Houston,
Texas
|
-$2.37M |
| 4 |
PWM
ParenteBeard Wealth Management
York,
Pennsylvania
|
-$2.16M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.86M |
CVY Hedge Fund Activity: Q3 2013 in Review
80 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q3 2013, worth a combined $356M — up 9.4% from $325M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new CVY positions and 9 closed out — a net gain of 3 holders — while 36 added to existing stakes and 21 trimmed.
The largest buyer was CLA (CliftonLarsonAllen) Wealth Advisors, opening a new position worth an estimated $17.1M. The largest seller was Bank of New York Mellon, cutting an estimated $4.31M.
- 80 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q3 2013, up from 79 in Q2 2013.
- Funds reported $356M of Invesco Zacks Multi-Asset Income ETF stock for Q3 2013, up 9.4% quarter-over-quarter.
- 12 funds opened new Invesco Zacks Multi-Asset Income ETF positions in Q3 2013 and 9 closed out, a net change of +3 holders.
- The largest Invesco Zacks Multi-Asset Income ETF buyer in Q3 2013 was CLA (CliftonLarsonAllen) Wealth Advisors, an estimated $17.1M added.
- The largest Invesco Zacks Multi-Asset Income ETF seller in Q3 2013 was Bank of New York Mellon, an estimated $4.31M sold.
Based on aggregated 13F filings for Q3 2013.