Invesco Zacks Multi-Asset Income ETF
CVY
35 hedge funds and large institutions have $11.4M invested in Invesco Zacks Multi-Asset Income ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
26% more capital invested
Capital invested by funds: $9.08M → $11.4M (+$2.36M)
17% more funds holding
Funds holding: 30 → 35 (+5)
1.6% more ownership
Funds ownership: 3.29% → 4.9% (+1.6%)
13% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$2.4M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.07M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$372K |
| 4 |
LPL Financial
San Diego,
California
|
+$342K |
| 5 |
BWP
Balboa Wealth Partners
Scottsdale,
Arizona
|
+$241K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$128K |
| 2 |
Morgan Stanley
New York
|
-$124K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$115K |
| 4 |
HFA
High Falls Advisors
Rochester,
New York
|
-$67.1K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$58.7K |
CVY Hedge Fund Activity: Q1 2023 in Review
35 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q1 2023, worth a combined $11.4M — up 26% from $9.08M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CVY positions and 2 closed out — a net gain of 6 holders — while 7 added to existing stakes and 8 trimmed.
The largest buyer was HBK Sorce Advisory, opening a new position worth an estimated $2.4M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $128K.
- 35 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q1 2023, up from 30 in Q4 2022.
- Funds reported $11.4M of Invesco Zacks Multi-Asset Income ETF stock for Q1 2023, up 26% quarter-over-quarter.
- 8 funds opened new Invesco Zacks Multi-Asset Income ETF positions in Q1 2023 and 2 closed out, a net change of +6 holders.
- The largest Invesco Zacks Multi-Asset Income ETF buyer in Q1 2023 was HBK Sorce Advisory, an estimated $2.4M added.
- The largest Invesco Zacks Multi-Asset Income ETF seller in Q1 2023 was Raymond James Financial Services Advisors, an estimated $128K sold.
Based on aggregated 13F filings for Q1 2023.