CVY icon

Invesco Zacks Multi-Asset Income ETF
CVY

Overview Fund Activity

63 hedge funds and large institutions have $49.4M invested in Invesco Zacks Multi-Asset Income ETF in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 26 reducing their positions, and 6 closing their positions.

Holders
63
Holders Change
-2
Holders Change %
-3.08%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$2.81M
2
HFA
2
High Falls Advisors
New York
$1.68M
3
LWAC
3
Laurel Wealth Advisors (California)
California
$249K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.31M
5
CAN
5
Cetera Advisor Networks
California
$225K

Top Sellers

1
JPLA
1
Joseph P. Lucia & Associates
New York
$154K
2
Morgan Stanley
2
Morgan Stanley
New York
$4.06M
3
Ameriprise
3
Ameriprise
Minnesota
$902K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
ACG
5
Allen Capital Group
Nebraska
$4.52M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$10.5M 476,017 -765 -0.2%
LPL Financial
2
LPL Financial
California
$5.26M 237,767 +8,186 +4%
ACG
3
Allen Capital Group
Nebraska
$4.52M 204,409 -25,333 -11%
Morgan Stanley
4
Morgan Stanley
New York
$4.06M 183,466 -55,220 -23%
UBS Group
5
UBS Group
Switzerland
$3.92M 177,313 -17,129 -9%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$2.81M 126,881 +32,471 +34%
RJA
7
Raymond James & Associates
Florida
$2.36M 106,400 -9,129 -8%
HFA
8
High Falls Advisors
New York
$1.68M 75,727 +28,402 +60%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.31M 58,958 +11,029 +23%
Wells Fargo
10
Wells Fargo
California
$1.18M 53,433 -8,900 -14%
LW
11
Linscomb Wealth
Texas
$1.12M 50,498 -1,298 -3%
AF
12
Advisornet Financial
Minnesota
$1.12M 50,376 – –
Ameriprise
13
Ameriprise
Minnesota
$902K 40,775 -40,235 -50%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$482K 21,809 -14,028 -39%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$465K 21,016 -2,235 -10%
Comerica Bank
16
Comerica Bank
Texas
$450K 20,315 -79 -0.4%
Citadel Advisors
17
Citadel Advisors
Florida
$445K 20,093 -9,417 -32%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$444K 20,071 -1,174 -6%
PAS
19
Partnervest Advisory Services
California
$388K 17,550 -7,100 -29%
Deutsche Bank
20
Deutsche Bank
Germany
$373K 16,914 – –
IFWM
21
Institute for Wealth Management
Colorado
$364K 16,457 +1,753 +12%
Jane Street
22
Jane Street
New York
$355K 16,027 -13,382 -46%
CI
23
CX Institutional
Indiana
$350K 15,827 +7,657 +94%
AT
24
Arden Trust
Delaware
$349K 15,749 -1,556 -9%
FAAS
25
First Allied Advisory Services
California
$332K 14,985 +758 +5%
1
2 3