Invesco Zacks Multi-Asset Income ETF
CVY
65 hedge funds and large institutions have $67.1M invested in Invesco Zacks Multi-Asset Income ETF in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 10 increasing their positions, 25 reducing their positions, and 7 closing their positions.
129% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 7
14% more funds holding
Funds holding: 57 → 65 (+8)
2.02% more ownership
Funds ownership: 21.5% → 23.52% (+2%)
3% more capital invested
Capital invested by funds: $64.9M → $67.1M (+$2.22M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
60% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LI
Longer Investments
Fayetteville,
Arkansas
|
+$3.87M |
| 2 |
Jane Street
New York
|
+$468K |
| 3 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$442K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$429K |
| 5 |
HFA
High Falls Advisors
Rochester,
New York
|
+$338K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$1.38M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.25M |
| 3 |
Morgan Stanley
New York
|
-$481K |
| 4 |
ACG
Allen Capital Group
Grand Island,
Nebraska
|
-$441K |
| 5 |
TSS
Two Sigma Securities
New York
|
-$340K |
CVY Hedge Fund Activity: Q2 2018 in Review
65 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q2 2018, worth a combined $67.1M — up 3.4% from $64.9M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new CVY positions and 7 closed out — a net gain of 9 holders — while 10 added to existing stakes and 25 trimmed.
The largest buyer was Longer Investments, adding an estimated $3.87M. The largest seller was Mariner Independent Advisor Network, exiting entirely with an estimated $1.38M sold.
- 65 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q2 2018, up from 57 in Q1 2018.
- Funds reported $67.1M of Invesco Zacks Multi-Asset Income ETF stock for Q2 2018, up 3.4% quarter-over-quarter.
- 16 funds opened new Invesco Zacks Multi-Asset Income ETF positions in Q2 2018 and 7 closed out, a net change of +9 holders.
- The largest Invesco Zacks Multi-Asset Income ETF buyer in Q2 2018 was Longer Investments, an estimated $3.87M added.
- The largest Invesco Zacks Multi-Asset Income ETF seller in Q2 2018 was Mariner Independent Advisor Network, an estimated $1.38M sold.
Based on aggregated 13F filings for Q2 2018.