Invesco Zacks Multi-Asset Income ETF
CVY
59 hedge funds and large institutions have $54.5M invested in Invesco Zacks Multi-Asset Income ETF in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 26 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
20% more capital invested
Capital invested by funds: $45.3M → $54.5M (+$9.2M)
5% more funds holding
Funds holding: 56 → 59 (+3)
2.23% more ownership
Funds ownership: 15.68% → 17.92% (+2.2%)
62% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.83M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.94M |
| 3 |
HFA
High Falls Advisors
Rochester,
New York
|
+$567K |
| 4 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$500K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$458K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LW
Linscomb Wealth
Houston,
Texas
|
-$780K |
| 2 |
Jane Street
New York
|
-$400K |
| 3 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$228K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$218K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$157K |
CVY Hedge Fund Activity: Q4 2019 in Review
59 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q4 2019, worth a combined $54.5M — up 20% from $45.3M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new CVY positions and 6 closed out — a net gain of 3 holders — while 10 added to existing stakes and 26 trimmed.
The largest buyer was Bank of America, adding an estimated $3.83M. The largest seller was Linscomb Wealth, cutting an estimated $780K.
- 59 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q4 2019, up from 56 in Q3 2019.
- Funds reported $54.5M of Invesco Zacks Multi-Asset Income ETF stock for Q4 2019, up 20% quarter-over-quarter.
- 9 funds opened new Invesco Zacks Multi-Asset Income ETF positions in Q4 2019 and 6 closed out, a net change of +3 holders.
- The largest Invesco Zacks Multi-Asset Income ETF buyer in Q4 2019 was Bank of America, an estimated $3.83M added.
- The largest Invesco Zacks Multi-Asset Income ETF seller in Q4 2019 was Linscomb Wealth, an estimated $780K sold.
Based on aggregated 13F filings for Q4 2019.