Invesco Zacks Multi-Asset Income ETF
CVY
57 hedge funds and large institutions have $64.9M invested in Invesco Zacks Multi-Asset Income ETF in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 16 closing their positions.
0.29% less ownership
Funds ownership: 21.78% → 21.5% (-0.29%)
11% less capital invested
Capital invested by funds: $73.3M → $64.9M (-$8.42M)
16% less funds holding
Funds holding: 68 → 57 (-11)
21% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 19
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
69% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$1.12M |
| 2 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$770K |
| 3 |
VF
Virtu Financial
New York
|
+$726K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$601K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$488K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LI
Longer Investments
Fayetteville,
Arkansas
|
-$6.23M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$765K |
| 3 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$558K |
| 4 |
ACG
Allen Capital Group
Grand Island,
Nebraska
|
-$376K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$357K |
CVY Hedge Fund Activity: Q1 2018 in Review
57 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q1 2018, worth a combined $64.9M — down 11% from $73.3M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of CVY and 5 opened new positions — a net loss of 11 holders — while 19 trimmed existing stakes and 15 added.
The largest buyer was Advisornet Financial, opening a new position worth an estimated $1.12M. The largest seller was Longer Investments, cutting an estimated $6.23M.
- 57 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q1 2018, down from 68 in Q4 2017.
- Funds reported $64.9M of Invesco Zacks Multi-Asset Income ETF stock for Q1 2018, down 11% quarter-over-quarter.
- 5 funds opened new Invesco Zacks Multi-Asset Income ETF positions in Q1 2018 and 16 closed out, a net change of -11 holders.
- The largest Invesco Zacks Multi-Asset Income ETF buyer in Q1 2018 was Advisornet Financial, an estimated $1.12M added.
- The largest Invesco Zacks Multi-Asset Income ETF seller in Q1 2018 was Longer Investments, an estimated $6.23M sold.
Based on aggregated 13F filings for Q1 2018.