Invesco Zacks Multi-Asset Income ETF
CVY
44 hedge funds and large institutions have $19.4M invested in Invesco Zacks Multi-Asset Income ETF in 2020 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 23 reducing their positions, and 6 closing their positions.
4.22% less ownership
Funds ownership: 13.3% → 9.08% (-4.2%)
12% less funds holding
Funds holding: 50 → 44 (-6)
19% less capital invested
Capital invested by funds: $24M → $19.4M (-$4.55M)
83% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 6
87% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$67.9K |
| 2 |
CI
CX Institutional
Auburn,
Indiana
|
+$37.8K |
| 3 |
HI
Hudock Inc
Williamsport,
Pennsylvania
|
+$1.57K |
| 4 |
FP
Financial Perspectives
Minneapolis,
Minnesota
|
+$47 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACG
Allen Capital Group
Grand Island,
Nebraska
|
-$2.52M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.2M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$866K |
| 4 |
Morgan Stanley
New York
|
-$699K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$606K |
CVY Hedge Fund Activity: Q2 2020 in Review
44 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q2 2020, worth a combined $19.4M — down 19% from $24M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of CVY and 1 opened new positions — a net loss of 5 holders — while 23 trimmed existing stakes and 3 added.
The largest buyer was Private Advisor Group, opening a new position worth an estimated $67.9K. The largest seller was Allen Capital Group, cutting an estimated $2.52M.
- 44 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q2 2020, down from 50 in Q1 2020.
- Funds reported $19.4M of Invesco Zacks Multi-Asset Income ETF stock for Q2 2020, down 19% quarter-over-quarter.
- 1 fund opened new Invesco Zacks Multi-Asset Income ETF positions in Q2 2020 and 6 closed out, a net change of -5 holders.
- The largest Invesco Zacks Multi-Asset Income ETF buyer in Q2 2020 was Private Advisor Group, an estimated $67.9K added.
- The largest Invesco Zacks Multi-Asset Income ETF seller in Q2 2020 was Allen Capital Group, an estimated $2.52M sold.
Based on aggregated 13F filings for Q2 2020.