Invesco Zacks Multi-Asset Income ETF
CVY
71 hedge funds and large institutions have $84.7M invested in Invesco Zacks Multi-Asset Income ETF in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 36 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
3% more funds holding
Funds holding: 69 → 71 (+2)
0.02% more ownership
Funds ownership: 20.42% → 20.44% (+0.02%)
3% less capital invested
Capital invested by funds: $87.3M → $84.7M (-$2.54M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
58% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.07M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.05M |
| 3 |
LI
Longer Investments
Fayetteville,
Arkansas
|
+$707K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$441K |
| 5 |
AT
Arden Trust
Wilmington,
Delaware
|
+$440K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.14M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$1.41M |
| 3 |
CMP
Courage Miller Partners
Norfolk,
Virginia
|
-$1.41M |
| 4 |
Jane Street
New York
|
-$1.26M |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$826K |
CVY Hedge Fund Activity: Q3 2016 in Review
71 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q3 2016, worth a combined $84.7M — down 2.9% from $87.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CVY positions and 4 closed out — a net gain of 2 holders — while 15 added to existing stakes and 36 trimmed.
The largest buyer was UBS Group, adding an estimated $1.07M. The largest seller was Wells Fargo, cutting an estimated $2.14M.
- 71 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q3 2016, up from 69 in Q2 2016.
- Funds reported $84.7M of Invesco Zacks Multi-Asset Income ETF stock for Q3 2016, down 2.9% quarter-over-quarter.
- 6 funds opened new Invesco Zacks Multi-Asset Income ETF positions in Q3 2016 and 4 closed out, a net change of +2 holders.
- The largest Invesco Zacks Multi-Asset Income ETF buyer in Q3 2016 was UBS Group, an estimated $1.07M added.
- The largest Invesco Zacks Multi-Asset Income ETF seller in Q3 2016 was Wells Fargo, an estimated $2.14M sold.
Based on aggregated 13F filings for Q3 2016.