Invesco Zacks Multi-Asset Income ETF
CVY
35 hedge funds and large institutions have $18.4M invested in Invesco Zacks Multi-Asset Income ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 5 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
6% more capital invested
Capital invested by funds: $17.4M → $18.4M (+$1.03M)
0.1% more ownership
Funds ownership: 5.31% → 5.41% (+0.1%)
10% less funds holding
Funds holding: 39 → 35 (-4)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$791K |
| 2 |
USWIA
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
|
+$197K |
| 3 |
LPL Financial
San Diego,
California
|
+$68.3K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$32.1K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$30.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$283K |
| 2 |
HFA
High Falls Advisors
Rochester,
New York
|
-$278K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$168K |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$34K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$29.7K |
CVY Hedge Fund Activity: Q3 2024 in Review
35 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q3 2024, worth a combined $18.4M — up 5.9% from $17.4M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of CVY and 2 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 10 added.
The largest buyer was Morgan Stanley, adding an estimated $791K. The largest seller was JP Morgan Chase, exiting entirely with an estimated $283K sold.
- 35 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q3 2024, down from 39 in Q2 2024.
- Funds reported $18.4M of Invesco Zacks Multi-Asset Income ETF stock for Q3 2024, up 5.9% quarter-over-quarter.
- 2 funds opened new Invesco Zacks Multi-Asset Income ETF positions in Q3 2024 and 5 closed out, a net change of -3 holders.
- The largest Invesco Zacks Multi-Asset Income ETF buyer in Q3 2024 was Morgan Stanley, an estimated $791K added.
- The largest Invesco Zacks Multi-Asset Income ETF seller in Q3 2024 was JP Morgan Chase, an estimated $283K sold.
Based on aggregated 13F filings for Q3 2024.