Invesco Zacks Multi-Asset Income ETF
CVY
56 hedge funds and large institutions have $45.3M invested in Invesco Zacks Multi-Asset Income ETF in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 21 reducing their positions, and 11 closing their positions.
1.47% less ownership
Funds ownership: 17.16% → 15.68% (-1.5%)
8% less capital invested
Capital invested by funds: $49.4M → $45.3M (-$4.06M)
11% less funds holding
Funds holding: 63 → 56 (-7)
33% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 21
64% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$603K |
| 2 |
HFA
High Falls Advisors
Rochester,
New York
|
+$260K |
| 3 |
CRWM
Castle Rock Wealth Management
Walnut Creek,
California
|
+$212K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$196K |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$52.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$742K |
| 3 |
ACG
Allen Capital Group
Grand Island,
Nebraska
|
-$492K |
| 4 |
PAS
Partnervest Advisory Services
Santa Barbara,
California
|
-$388K |
| 5 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$308K |
CVY Hedge Fund Activity: Q3 2019 in Review
56 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q3 2019, worth a combined $45.3M — down 8.2% from $49.4M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of CVY and 4 opened new positions — a net loss of 7 holders — while 21 trimmed existing stakes and 14 added.
The largest buyer was Jane Street, adding an estimated $603K. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.3M.
- 56 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q3 2019, down from 63 in Q2 2019.
- Funds reported $45.3M of Invesco Zacks Multi-Asset Income ETF stock for Q3 2019, down 8.2% quarter-over-quarter.
- 4 funds opened new Invesco Zacks Multi-Asset Income ETF positions in Q3 2019 and 11 closed out, a net change of -7 holders.
- The largest Invesco Zacks Multi-Asset Income ETF buyer in Q3 2019 was Jane Street, an estimated $603K added.
- The largest Invesco Zacks Multi-Asset Income ETF seller in Q3 2019 was Raymond James Financial Services Advisors, an estimated $2.3M sold.
Based on aggregated 13F filings for Q3 2019.