Invesco Zacks Multi-Asset Income ETF
CVY
65 hedge funds and large institutions have $51.2M invested in Invesco Zacks Multi-Asset Income ETF in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 10 closing their positions.
20% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 10
2% more funds holding
Funds holding: 64 → 65 (+1)
6.23% less ownership
Funds ownership: 24.55% → 18.32% (-6.2%)
18% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 17
18% less capital invested
Capital invested by funds: $62.7M → $51.2M (-$11.4M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.02M |
| 2 |
Jane Street
New York
|
+$628K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$347K |
| 4 |
HFA
High Falls Advisors
Rochester,
New York
|
+$297K |
| 5 |
PAS
Partnervest Advisory Services
Santa Barbara,
California
|
+$278K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LI
Longer Investments
Fayetteville,
Arkansas
|
-$7.33M |
| 2 |
WCM
Weatherstone Capital Management
Denver,
Colorado
|
-$5.65M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.08M |
| 4 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$1.92M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$552K |
CVY Hedge Fund Activity: Q1 2019 in Review
65 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q1 2019, worth a combined $51.2M — down 18% from $62.7M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new CVY positions and 10 closed out — a net gain of 2 holders — while 14 added to existing stakes and 17 trimmed.
The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $2.02M. The largest seller was Longer Investments, exiting entirely with an estimated $7.33M sold.
- 65 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q1 2019, up from 64 in Q4 2018.
- Funds reported $51.2M of Invesco Zacks Multi-Asset Income ETF stock for Q1 2019, down 18% quarter-over-quarter.
- 12 funds opened new Invesco Zacks Multi-Asset Income ETF positions in Q1 2019 and 10 closed out, a net change of +2 holders.
- The largest Invesco Zacks Multi-Asset Income ETF buyer in Q1 2019 was Raymond James Financial Services Advisors, an estimated $2.02M added.
- The largest Invesco Zacks Multi-Asset Income ETF seller in Q1 2019 was Longer Investments, an estimated $7.33M sold.
Based on aggregated 13F filings for Q1 2019.