Invesco Zacks Multi-Asset Income ETF
CVY
40 hedge funds and large institutions have $11.2M invested in Invesco Zacks Multi-Asset Income ETF in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 5 closing their positions.
0.37% less ownership
Funds ownership: 3.99% → 3.62% (-0.37%)
9% less funds holding
Funds holding: 44 → 40 (-4)
11% less capital invested
Capital invested by funds: $12.7M → $11.2M (-$1.44M)
17% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 12
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$266K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$131K |
| 3 |
ETI
Enterprise Trust & Investment
Los Gatos,
California
|
+$42.6K |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
+$14.6K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$9.27K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$534K |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$332K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$230K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$218K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$113K |
CVY Hedge Fund Activity: Q3 2021 in Review
40 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q3 2021, worth a combined $11.2M — down 11% from $12.7M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of CVY and 1 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 10 added.
The largest buyer was Raymond James & Associates, adding an estimated $266K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $534K sold.
- 40 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q3 2021, down from 44 in Q2 2021.
- Funds reported $11.2M of Invesco Zacks Multi-Asset Income ETF stock for Q3 2021, down 11% quarter-over-quarter.
- 1 fund opened new Invesco Zacks Multi-Asset Income ETF positions in Q3 2021 and 5 closed out, a net change of -4 holders.
- The largest Invesco Zacks Multi-Asset Income ETF buyer in Q3 2021 was Raymond James & Associates, an estimated $266K added.
- The largest Invesco Zacks Multi-Asset Income ETF seller in Q3 2021 was Susquehanna International Group, an estimated $534K sold.
Based on aggregated 13F filings for Q3 2021.