Invesco Zacks Multi-Asset Income ETF
CVY
30 hedge funds and large institutions have $9.08M invested in Invesco Zacks Multi-Asset Income ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 6 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
0.08% less ownership
Funds ownership: 3.38% → 3.29% (-0.08%)
3% less capital inflows, than outflows
Capital inflows: $972K | Capital outflows: $1M
12% less funds holding
Funds holding: 34 → 30 (-4)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$684K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$116K |
| 3 |
Morgan Stanley
New York
|
+$101K |
| 4 |
EverSource Wealth Advisors
Birmingham,
Alabama
|
+$22.4K |
| 5 |
NewEdge Advisors
New Orleans,
Louisiana
|
+$13.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$224K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$207K |
| 3 |
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
-$160K |
| 4 |
Raymond James & Associates
St Petersburg,
Florida
|
-$116K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$102K |
CVY Hedge Fund Activity: Q4 2022 in Review
30 of the 6,244 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q4 2022, worth a combined $9.08M — up 4.8% from $8.67M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of CVY and 4 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 9 added.
The largest buyer was Bank of America, adding an estimated $684K. The largest seller was Jane Street, exiting entirely with an estimated $224K sold.
- 30 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q4 2022, down from 34 in Q3 2022.
- Funds reported $9.08M of Invesco Zacks Multi-Asset Income ETF stock for Q4 2022, up 4.8% quarter-over-quarter.
- 4 funds opened new Invesco Zacks Multi-Asset Income ETF positions in Q4 2022 and 6 closed out, a net change of -2 holders.
- The largest Invesco Zacks Multi-Asset Income ETF buyer in Q4 2022 was Bank of America, an estimated $684K added.
- The largest Invesco Zacks Multi-Asset Income ETF seller in Q4 2022 was Jane Street, an estimated $224K sold.
Based on aggregated 13F filings for Q4 2022.