Invesco Zacks Multi-Asset Income ETF
CVY
35 hedge funds and large institutions have $11.3M invested in Invesco Zacks Multi-Asset Income ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 9 closing their positions.
0.25% less ownership
Funds ownership: 4.24% → 3.99% (-0.25%)
10% less funds holding
Funds holding: 39 → 35 (-4)
16% less capital invested
Capital invested by funds: $13.5M → $11.3M (-$2.23M)
25% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 12
33% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$1.17M |
| 2 |
TNBTD
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
+$716K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$229K |
| 4 |
JPLA
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
+$179K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$171K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.27M |
| 2 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$834K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$454K |
| 4 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$411K |
| 5 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$103K |
CVY Hedge Fund Activity: Q1 2022 in Review
35 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q1 2022, worth a combined $11.3M — down 16% from $13.5M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of CVY and 6 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 9 added.
The largest buyer was CFS Investment Advisory Services, opening a new position worth an estimated $1.17M. The largest seller was Susquehanna International Group, cutting an estimated $1.27M.
- 35 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q1 2022, down from 39 in Q4 2021.
- Funds reported $11.3M of Invesco Zacks Multi-Asset Income ETF stock for Q1 2022, down 16% quarter-over-quarter.
- 6 funds opened new Invesco Zacks Multi-Asset Income ETF positions in Q1 2022 and 9 closed out, a net change of -3 holders.
- The largest Invesco Zacks Multi-Asset Income ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $1.17M added.
- The largest Invesco Zacks Multi-Asset Income ETF seller in Q1 2022 was Susquehanna International Group, an estimated $1.27M sold.
Based on aggregated 13F filings for Q1 2022.