Invesco Zacks Multi-Asset Income ETF
CVY
65 hedge funds and large institutions have $85.2M invested in Invesco Zacks Multi-Asset Income ETF in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 28 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
3% more funds holding
Funds holding: 63 → 65 (+2)
1.76% more ownership
Funds ownership: 20.57% → 22.33% (+1.8%)
1% more capital inflows, than outflows
Capital inflows: $9.34M | Capital outflows: $9.24M
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
64% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.59M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.76M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.68M |
| 4 |
Country Club Trust
Kansas City,
Missouri
|
+$735K |
| 5 |
Virtu KCG Holdings
New York
|
+$683K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LI
Longer Investments
Fayetteville,
Arkansas
|
-$1.94M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$1.26M |
| 3 |
Jane Street
New York
|
-$890K |
| 4 |
Regal Investment Advisors
Kentwood,
Michigan
|
-$802K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$711K |
CVY Hedge Fund Activity: Q1 2017 in Review
65 of the 4,035 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q1 2017, worth a combined $85.2M — up 1.9% from $83.6M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new CVY positions and 6 closed out — a net gain of 3 holders — while 10 added to existing stakes and 28 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $3.59M. The largest seller was Longer Investments, cutting an estimated $1.94M.
- 65 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q1 2017, up from 63 in Q4 2016.
- Funds reported $85.2M of Invesco Zacks Multi-Asset Income ETF stock for Q1 2017, up 1.9% quarter-over-quarter.
- 9 funds opened new Invesco Zacks Multi-Asset Income ETF positions in Q1 2017 and 6 closed out, a net change of +3 holders.
- The largest Invesco Zacks Multi-Asset Income ETF buyer in Q1 2017 was Susquehanna International Group, an estimated $3.59M added.
- The largest Invesco Zacks Multi-Asset Income ETF seller in Q1 2017 was Longer Investments, an estimated $1.94M sold.
Based on aggregated 13F filings for Q1 2017.