Invesco Zacks Multi-Asset Income ETF
CVY
43 hedge funds and large institutions have $20.4M invested in Invesco Zacks Multi-Asset Income ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
49% more capital invested
Capital invested by funds: $13.7M → $20.4M (+$6.71M)
16% more funds holding
Funds holding: 37 → 43 (+6)
1.8% more ownership
Funds ownership: 4.8% → 6.61% (+1.8%)
18% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.18M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.78M |
| 3 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
+$284K |
| 4 |
Mariner
Overland Park,
Kansas
|
+$214K |
| 5 |
LPL Financial
San Diego,
California
|
+$96.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$370K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$214K |
| 3 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$62.2K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$39.5K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$35.1K |
CVY Hedge Fund Activity: Q4 2023 in Review
43 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q4 2023, worth a combined $20.4M — up 49% from $13.7M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new CVY positions and 3 closed out — a net gain of 6 holders — while 9 added to existing stakes and 11 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.18M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $370K sold.
- 43 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q4 2023, up from 37 in Q3 2023.
- Funds reported $20.4M of Invesco Zacks Multi-Asset Income ETF stock for Q4 2023, up 49% quarter-over-quarter.
- 9 funds opened new Invesco Zacks Multi-Asset Income ETF positions in Q4 2023 and 3 closed out, a net change of +6 holders.
- The largest Invesco Zacks Multi-Asset Income ETF buyer in Q4 2023 was Morgan Stanley, an estimated $2.18M added.
- The largest Invesco Zacks Multi-Asset Income ETF seller in Q4 2023 was Susquehanna International Group, an estimated $370K sold.
Based on aggregated 13F filings for Q4 2023.