Invesco Zacks Multi-Asset Income ETF
CVY
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.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
83% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 24
10% more capital invested
Capital invested by funds: $336M → $370M (+$33.2M)
6% more funds holding
Funds holding: 87 → 92 (+5)
0.12% more ownership
Funds ownership: 27.36% → 27.48% (+0.12%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
+$9.61M |
| 2 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$5.37M |
| 3 |
Jane Street
New York
|
+$2.98M |
| 4 |
ECM
ETrade Capital Management
Arlington,
Virginia
|
+$2.67M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LW
Linscomb Wealth
Houston,
Texas
|
-$7.41M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$2.96M |
| 3 |
LI
Longer Investments
Fayetteville,
Arkansas
|
-$1.37M |
| 4 |
Citigroup
New York
|
-$571K |
| 5 |
Bank of New York Mellon
New York
|
-$513K |
CVY Hedge Fund Activity: Q2 2014 in Review
92 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q2 2014, worth a combined $370M — up 9.9% from $336M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new CVY positions and 5 closed out — a net gain of 5 holders — while 44 added to existing stakes and 24 trimmed.
The largest buyer was Aviance Capital Management, opening a new position worth an estimated $9.61M. The largest seller was Linscomb Wealth, cutting an estimated $7.41M.
- 92 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q2 2014, up from 87 in Q1 2014.
- Funds reported $370M of Invesco Zacks Multi-Asset Income ETF stock for Q2 2014, up 9.9% quarter-over-quarter.
- 10 funds opened new Invesco Zacks Multi-Asset Income ETF positions in Q2 2014 and 5 closed out, a net change of +5 holders.
- The largest Invesco Zacks Multi-Asset Income ETF buyer in Q2 2014 was Aviance Capital Management, an estimated $9.61M added.
- The largest Invesco Zacks Multi-Asset Income ETF seller in Q2 2014 was Linscomb Wealth, an estimated $7.41M sold.
Based on aggregated 13F filings for Q2 2014.