Invesco Zacks Multi-Asset Income ETF
CVY
82 hedge funds and large institutions have $174M invested in Invesco Zacks Multi-Asset Income ETF in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 40 reducing their positions, and 8 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5.71% less ownership
Funds ownership: 28.68% → 22.97% (-5.7%)
6% less funds holding
Funds holding: 87 → 82 (-5)
30% less capital invested
Capital invested by funds: $251M → $174M (-$76.3M)
50% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 8
53% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.61M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$463K |
| 3 |
LPL Financial
San Diego,
California
|
+$391K |
| 4 |
ECM
ETrade Capital Management
Arlington,
Virginia
|
+$389K |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$389K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$22.8M |
| 2 |
BUB
BBVA USA Bancshares
Houston,
Texas
|
-$17.8M |
| 3 |
Morgan Stanley
New York
|
-$6.64M |
| 4 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$6.12M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.3M |
CVY Hedge Fund Activity: Q2 2015 in Review
82 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q2 2015, worth a combined $174M — down 30% from $251M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of CVY and 4 opened new positions — a net loss of 4 holders — while 40 trimmed existing stakes and 19 added.
The largest buyer was Susquehanna International Group, adding an estimated $1.61M. The largest seller was Aviance Capital Management, exiting entirely with an estimated $22.8M sold.
- 82 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q2 2015, down from 87 in Q1 2015.
- Funds reported $174M of Invesco Zacks Multi-Asset Income ETF stock for Q2 2015, down 30% quarter-over-quarter.
- 4 funds opened new Invesco Zacks Multi-Asset Income ETF positions in Q2 2015 and 8 closed out, a net change of -4 holders.
- The largest Invesco Zacks Multi-Asset Income ETF buyer in Q2 2015 was Susquehanna International Group, an estimated $1.61M added.
- The largest Invesco Zacks Multi-Asset Income ETF seller in Q2 2015 was Aviance Capital Management, an estimated $22.8M sold.
Based on aggregated 13F filings for Q2 2015.