Invesco Zacks Multi-Asset Income ETF
CVY
43 hedge funds and large institutions have $11.5M invested in Invesco Zacks Multi-Asset Income ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 16 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
8% more funds holding
Funds holding: 40 → 43 (+3)
1.13% less ownership
Funds ownership: 4.86% → 3.73% (-1.1%)
10% less capital invested
Capital invested by funds: $12.7M → $11.5M (-$1.24M)
56% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$467K |
| 2 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
+$448K |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$195K |
| 4 |
FP
Financial Perspectives
Minneapolis,
Minnesota
|
+$172K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
+$16.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.25M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$534K |
| 3 |
HFA
High Falls Advisors
Rochester,
New York
|
-$498K |
| 4 |
Morgan Stanley
New York
|
-$395K |
| 5 |
CI
CX Institutional
Auburn,
Indiana
|
-$279K |
CVY Hedge Fund Activity: Q1 2021 in Review
43 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q1 2021, worth a combined $11.5M — down 9.8% from $12.7M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CVY positions and 4 closed out — a net gain of 4 holders — while 7 added to existing stakes and 16 trimmed.
The largest buyer was Wells Fargo, adding an estimated $467K. The largest seller was Jane Street, exiting entirely with an estimated $2.25M sold.
- 43 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q1 2021, up from 40 in Q4 2020.
- Funds reported $11.5M of Invesco Zacks Multi-Asset Income ETF stock for Q1 2021, down 9.8% quarter-over-quarter.
- 8 funds opened new Invesco Zacks Multi-Asset Income ETF positions in Q1 2021 and 4 closed out, a net change of +4 holders.
- The largest Invesco Zacks Multi-Asset Income ETF buyer in Q1 2021 was Wells Fargo, an estimated $467K added.
- The largest Invesco Zacks Multi-Asset Income ETF seller in Q1 2021 was Jane Street, an estimated $2.25M sold.
Based on aggregated 13F filings for Q1 2021.