Invesco Zacks Multi-Asset Income ETF
CVY
92 hedge funds and large institutions have $358M invested in Invesco Zacks Multi-Asset Income ETF in 2014 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 40 increasing their positions, 28 reducing their positions, and 7 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 28
0.09% more ownership
Funds ownership: 27.48% → 27.57% (+0.09%)
0% more funds holding
Funds holding: 92 → 92 (0)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
3% less capital invested
Capital invested by funds: $370M → $358M (-$11.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
+$18M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.81M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.73M |
| 4 |
ECM
ETrade Capital Management
Arlington,
Virginia
|
+$2.65M |
| 5 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$2.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B
Baird
Milwaukee,
Wisconsin
|
-$8.86M |
| 2 |
LW
Linscomb Wealth
Houston,
Texas
|
-$8.7M |
| 3 |
Bank of New York Mellon
New York
|
-$3.33M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.29M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$1.22M |
CVY Hedge Fund Activity: Q3 2014 in Review
92 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q3 2014, worth a combined $358M — down 3.1% from $370M a quarter earlier.
Fund positioning in CVY was balanced in Q3 2014: 7 funds opened new positions, 7 closed out, 40 added to existing stakes and 28 trimmed.
The largest buyer was Aviance Capital Management, adding an estimated $18M. The largest seller was Baird, exiting entirely with an estimated $8.86M sold.
- 92 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $358M of Invesco Zacks Multi-Asset Income ETF stock for Q3 2014, down 3.1% quarter-over-quarter.
- 7 funds opened new Invesco Zacks Multi-Asset Income ETF positions in Q3 2014 and 7 closed out, a net change of 0 holders.
- The largest Invesco Zacks Multi-Asset Income ETF buyer in Q3 2014 was Aviance Capital Management, an estimated $18M added.
- The largest Invesco Zacks Multi-Asset Income ETF seller in Q3 2014 was Baird, an estimated $8.86M sold.
Based on aggregated 13F filings for Q3 2014.