Invesco Zacks Multi-Asset Income ETF
CVY
38 hedge funds and large institutions have $11.8M invested in Invesco Zacks Multi-Asset Income ETF in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 19 reducing their positions, and 9 closing their positions.
3.34% less ownership
Funds ownership: 9.08% → 5.74% (-3.3%)
14% less funds holding
Funds holding: 44 → 38 (-6)
39% less capital invested
Capital invested by funds: $19.4M → $11.8M (-$7.62M)
67% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 9
89% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
CX Institutional
Auburn,
Indiana
|
+$46.2K |
| 2 |
NFG
Next Financial Group
Houston,
Texas
|
+$42.2K |
| 3 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
+$36.5K |
| 4 |
TF
TimeScale Financial
Danvers,
Massachusetts
|
+$8.47K |
| 5 |
FP
Financial Perspectives
Minneapolis,
Minnesota
|
+$68 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$3.49M |
| 2 |
Morgan Stanley
New York
|
-$810K |
| 3 |
HFA
High Falls Advisors
Rochester,
New York
|
-$597K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$566K |
| 5 |
Jane Street
New York
|
-$505K |
CVY Hedge Fund Activity: Q3 2020 in Review
38 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q3 2020, worth a combined $11.8M — down 39% from $19.4M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of CVY and 3 opened new positions — a net loss of 6 holders — while 19 trimmed existing stakes and 2 added.
The largest buyer was CX Institutional, adding an estimated $46.2K. The largest seller was LPL Financial, cutting an estimated $3.49M.
- 38 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q3 2020, down from 44 in Q2 2020.
- Funds reported $11.8M of Invesco Zacks Multi-Asset Income ETF stock for Q3 2020, down 39% quarter-over-quarter.
- 3 funds opened new Invesco Zacks Multi-Asset Income ETF positions in Q3 2020 and 9 closed out, a net change of -6 holders.
- The largest Invesco Zacks Multi-Asset Income ETF buyer in Q3 2020 was CX Institutional, an estimated $46.2K added.
- The largest Invesco Zacks Multi-Asset Income ETF seller in Q3 2020 was LPL Financial, an estimated $3.49M sold.
Based on aggregated 13F filings for Q3 2020.