Invesco Zacks Multi-Asset Income ETF
CVY
68 hedge funds and large institutions have $73.3M invested in Invesco Zacks Multi-Asset Income ETF in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 11 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
27% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 11
10% more capital invested
Capital invested by funds: $66.3M → $73.3M (+$6.95M)
5% more funds holding
Funds holding: 65 → 68 (+3)
2.68% more ownership
Funds ownership: 19.1% → 21.78% (+2.7%)
35% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$451K |
| 2 |
LPL Financial
San Diego,
California
|
+$276K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$264K |
| 4 |
HFA
High Falls Advisors
Rochester,
New York
|
+$264K |
| 5 |
FA
Fortis Advisors
Wayne,
Pennsylvania
|
+$137K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.66M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$553K |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$508K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$404K |
| 5 |
TSS
Two Sigma Securities
New York
|
-$277K |
CVY Hedge Fund Activity: Q4 2017 in Review
68 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q4 2017, worth a combined $73.3M — up 10% from $66.3M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new CVY positions and 11 closed out — a net gain of 3 holders — while 13 added to existing stakes and 20 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $451K. The largest seller was Susquehanna International Group, cutting an estimated $3.66M.
- 68 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q4 2017, up from 65 in Q3 2017.
- Funds reported $73.3M of Invesco Zacks Multi-Asset Income ETF stock for Q4 2017, up 10% quarter-over-quarter.
- 14 funds opened new Invesco Zacks Multi-Asset Income ETF positions in Q4 2017 and 11 closed out, a net change of +3 holders.
- The largest Invesco Zacks Multi-Asset Income ETF buyer in Q4 2017 was Morgan Stanley, an estimated $451K added.
- The largest Invesco Zacks Multi-Asset Income ETF seller in Q4 2017 was Susquehanna International Group, an estimated $3.66M sold.
Based on aggregated 13F filings for Q4 2017.