Invesco Zacks Multi-Asset Income ETF
CVY
88 hedge funds and large institutions have $346M invested in Invesco Zacks Multi-Asset Income ETF in 2013 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 6 closing their positions.
167% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 6
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
15% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 27
10% more funds holding
Funds holding: 80 → 88 (+8)
3% less capital invested
Capital invested by funds: $356M → $346M (-$10M)
1.57% less ownership
Funds ownership: 31.02% → 29.46% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LI
Longer Investments
Fayetteville,
Arkansas
|
+$2.68M |
| 2 |
PWM
ParenteBeard Wealth Management
York,
Pennsylvania
|
+$2.39M |
| 3 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$1.46M |
| 4 |
BUB
BBVA USA Bancshares
Houston,
Texas
|
+$1.3M |
| 5 |
Morgan Stanley
New York
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$17.8M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$9.85M |
| 3 |
LW
Linscomb Wealth
Houston,
Texas
|
-$6.32M |
| 4 |
Bank of New York Mellon
New York
|
-$2.72M |
| 5 |
B
Baird
Milwaukee,
Wisconsin
|
-$2.65M |
CVY Hedge Fund Activity: Q4 2013 in Review
88 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q4 2013, worth a combined $346M — down 2.8% from $356M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new CVY positions and 6 closed out — a net gain of 10 holders — while 31 added to existing stakes and 27 trimmed.
The largest buyer was Longer Investments, adding an estimated $2.68M. The largest seller was Bank of America, cutting an estimated $17.8M.
- 88 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q4 2013, up from 80 in Q3 2013.
- Funds reported $346M of Invesco Zacks Multi-Asset Income ETF stock for Q4 2013, down 2.8% quarter-over-quarter.
- 16 funds opened new Invesco Zacks Multi-Asset Income ETF positions in Q4 2013 and 6 closed out, a net change of +10 holders.
- The largest Invesco Zacks Multi-Asset Income ETF buyer in Q4 2013 was Longer Investments, an estimated $2.68M added.
- The largest Invesco Zacks Multi-Asset Income ETF seller in Q4 2013 was Bank of America, an estimated $17.8M sold.
Based on aggregated 13F filings for Q4 2013.