Invesco Zacks Multi-Asset Income ETF
CVY
38 hedge funds and large institutions have $17.7M invested in Invesco Zacks Multi-Asset Income ETF in 2024 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 5 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 8
1.32% less ownership
Funds ownership: 6.61% → 5.28% (-1.3%)
12% less funds holding
Funds holding: 43 → 38 (-5)
13% less capital invested
Capital invested by funds: $20.4M → $17.7M (-$2.74M)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$974K |
| 2 |
LPL Financial
San Diego,
California
|
+$186K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$83.9K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$81.3K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$76.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.72M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.9M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$337K |
| 4 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$303K |
| 5 |
Mariner
Overland Park,
Kansas
|
-$228K |
CVY Hedge Fund Activity: Q1 2024 in Review
38 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q1 2024, worth a combined $17.7M — down 13% from $20.4M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of CVY and 0 opened new positions — a net loss of 5 holders — while 8 trimmed existing stakes and 11 added.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $974K. The largest seller was Morgan Stanley, cutting an estimated $2.72M.
- 38 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q1 2024, down from 43 in Q4 2023.
- Funds reported $17.7M of Invesco Zacks Multi-Asset Income ETF stock for Q1 2024, down 13% quarter-over-quarter.
- 0 funds opened new Invesco Zacks Multi-Asset Income ETF positions in Q1 2024 and 5 closed out, a net change of -5 holders.
- The largest Invesco Zacks Multi-Asset Income ETF buyer in Q1 2024 was Cambridge Investment Research Advisors, an estimated $974K added.
- The largest Invesco Zacks Multi-Asset Income ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.72M sold.
Based on aggregated 13F filings for Q1 2024.