Invesco Zacks Multi-Asset Income ETF
CVY
63 hedge funds and large institutions have $83.6M invested in Invesco Zacks Multi-Asset Income ETF in 2016 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 30 reducing their positions, and 9 closing their positions.
0.13% more ownership
Funds ownership: 20.44% → 20.57% (+0.13%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $84.7M → $83.6M (-$1.1M)
11% less funds holding
Funds holding: 71 → 63 (-8)
50% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 30
67% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$733K |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$580K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$440K |
| 4 |
Comerica Bank
Dallas,
Texas
|
+$380K |
| 5 |
Jane Street
New York
|
+$377K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.29M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$766K |
| 3 |
CCT
Country Club Trust
Kansas City,
Missouri
|
-$760K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$641K |
| 5 |
Morgan Stanley
New York
|
-$640K |
CVY Hedge Fund Activity: Q4 2016 in Review
63 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q4 2016, worth a combined $83.6M — down 1.3% from $84.7M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of CVY and 3 opened new positions — a net loss of 6 holders — while 30 trimmed existing stakes and 15 added.
The largest buyer was Royal Bank of Canada, adding an estimated $733K. The largest seller was Susquehanna International Group, cutting an estimated $1.29M.
- 63 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q4 2016, down from 71 in Q3 2016.
- Funds reported $83.6M of Invesco Zacks Multi-Asset Income ETF stock for Q4 2016, down 1.3% quarter-over-quarter.
- 3 funds opened new Invesco Zacks Multi-Asset Income ETF positions in Q4 2016 and 9 closed out, a net change of -6 holders.
- The largest Invesco Zacks Multi-Asset Income ETF buyer in Q4 2016 was Royal Bank of Canada, an estimated $733K added.
- The largest Invesco Zacks Multi-Asset Income ETF seller in Q4 2016 was Susquehanna International Group, an estimated $1.29M sold.
Based on aggregated 13F filings for Q4 2016.