Invesco Zacks Multi-Asset Income ETF
CVY
39 hedge funds and large institutions have $13.5M invested in Invesco Zacks Multi-Asset Income ETF in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 6 closing their positions.
20% more capital invested
Capital invested by funds: $11.2M → $13.5M (+$2.29M)
0.62% more ownership
Funds ownership: 3.62% → 4.24% (+0.62%)
0% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 10
3% less funds holding
Funds holding: 40 → 39 (-1)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.53M |
| 2 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$827K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$358K |
| 4 |
LPL Financial
San Diego,
California
|
+$129K |
| 5 |
Morgan Stanley
New York
|
+$88.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$274K |
| 2 |
CI
CX Institutional
Auburn,
Indiana
|
-$181K |
| 3 |
JPLA
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
-$175K |
| 4 |
RCA
Ranch Capital Advisors
Sarasota,
Florida
|
-$147K |
| 5 |
HFA
High Falls Advisors
Rochester,
New York
|
-$116K |
CVY Hedge Fund Activity: Q4 2021 in Review
39 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q4 2021, worth a combined $13.5M — up 20% from $11.2M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of CVY and 5 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 10 added.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.53M. The largest seller was Commonwealth Equity Services, exiting entirely with an estimated $274K sold.
- 39 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q4 2021, down from 40 in Q3 2021.
- Funds reported $13.5M of Invesco Zacks Multi-Asset Income ETF stock for Q4 2021, up 20% quarter-over-quarter.
- 5 funds opened new Invesco Zacks Multi-Asset Income ETF positions in Q4 2021 and 6 closed out, a net change of -1 holder.
- The largest Invesco Zacks Multi-Asset Income ETF buyer in Q4 2021 was Susquehanna International Group, an estimated $1.53M added.
- The largest Invesco Zacks Multi-Asset Income ETF seller in Q4 2021 was Commonwealth Equity Services, an estimated $274K sold.
Based on aggregated 13F filings for Q4 2021.