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Invesco Zacks Multi-Asset Income ETF (CVY) Institutional Ownership

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(As of 05/9/2024 ET)
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Institutional Ownership Changes (13F Filings) for Invesco Zacks Multi-Asset Income ETF (NYSEARCA:CVY)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$1.99M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$3.36M
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CVY Institutional Buying and Selling by Quarter

Invesco Zacks Multi-Asset Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/9/2024HBK Sorce Advisory LLC107,434$2.76M0.1%+1.6%2.377%
4/25/2024 Cambridge Investment Research Advisors Inc.54,922$1.41M0.0%+277.1%1.215%
2/12/2024Focus Financial Network Inc. ADV12,763$303K0.0%N/A0.295%
2/2/2024Atria Wealth Solutions Inc.12,972$308K0.0%+3.9%0.300%
1/25/2024HBK Sorce Advisory LLC105,723$2.51M0.1%-2.6%2.442%
1/16/2024 Raymond James Financial Services Advisors Inc.12,887$306K0.0%-4.8%0.298%
1/16/2024 Raymond James & Associates14,779$351K0.0%-9.6%0.341%
11/16/2023High Falls Advisors Inc11,083$243K0.1%-48.0%0.256%
11/8/2023 Sequoia Financial Advisors LLC19,975$438K0.0%-8.1%0.461%
11/8/2023Atria Wealth Solutions Inc.12,480$274K0.0%N/A0.288%
11/6/2023HBK Sorce Advisory LLC108,515$2.38M0.1%+3.3%2.506%
10/24/2023 Raymond James Financial Services Advisors Inc.13,543$297K0.0%+4.5%0.313%
10/24/2023 Raymond James & Associates16,355$359K0.0%-16.7%0.378%
10/24/2023 Cambridge Investment Research Advisors Inc.13,492$296K0.0%-3.6%0.312%
8/10/2023Commonwealth Equity Services LLC91,425$1.96M0.0%-2.5%2.111%
8/8/2023Balboa Wealth Partners9,564$205K0.1%-12.4%0.221%
8/4/2023HBK Sorce Advisory LLC105,038$2.25M0.1%-52.6%2.345%
7/31/2023LPL Financial LLC33,865$725K0.0%-28.0%0.756%
7/25/2023 Raymond James & Associates19,625$420K0.0%-2.6%0.438%
7/13/2023 Cambridge Investment Research Advisors Inc.14,000$300K0.0%-8.0%0.313%
5/12/2023Balboa Wealth Partners10,914$230K0.1%N/A0.237%
4/14/2023 Raymond James Financial Services Advisors Inc.12,792$270K0.0%-31.2%0.278%
4/14/2023 Raymond James & Associates20,147$425K0.0%+7.6%0.438%
2/7/2023LPL Financial LLC31,576$668K0.0%+1.8%0.686%
10/25/2022 Raymond James & Associates24,118$475K0.0%-15.3%0.501%
10/25/2022 Raymond James Financial Services Advisors Inc.18,796$370K0.0%+9.9%0.391%
8/15/2022High Falls Advisors Inc32,657$670K0.2%-4.2%0.672%
8/9/2022 SeaCrest Wealth Management LLC1,200$25K0.0%N/A0.025%
8/2/2022 CX Institutional7,682$158K0.0%N/A0.158%
8/2/2022Comerica Bank18,068$385K0.0%-7.3%0.372%
7/26/2022 Joseph P. Lucia & Associates LLC6,820$140K0.1%-6.8%0.139%
5/12/2022Trustmark National Bank Trust Department29,340$703K0.1%N/A0.582%
5/4/2022Advisor Group Holdings Inc.18,896$452K0.0%+34.1%0.375%
5/4/2022Commonwealth Equity Services LLC9,366$224K0.0%N/A0.186%
5/2/2022Steward Partners Investment Advisory LLC1,712$41K0.0%-24.6%0.034%
4/27/2022Comerica Bank19,492$473K0.0%-5.3%0.387%
4/19/2022 Joseph P. Lucia & Associates LLC7,320$175K0.1%N/A0.140%
2/8/2022CIBC Private Wealth Group LLC34,000$834K0.0%N/A0.651%
2/8/2022 Raymond James & Associates26,285$645K0.0%-11.6%0.504%
2/3/2022 Cambridge Investment Research Advisors Inc.14,728$361K0.0%N/A0.282%
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2/3/2022Advisor Group Holdings Inc.14,093$346K0.0%+17.4%0.270%
12/8/2021Moors & Cabot Inc.16,250$120K0.0%N/A0.308%
11/10/2021Creative Planning18,517$440K0.0%-42.7%0.351%
11/5/2021Moors & Cabot Inc.16,250$120K0.0%N/A0.308%
11/5/2021Advisor Group Holdings Inc.12,005$285K0.0%-44.4%0.227%
11/2/2021 Raymond James Financial Services Advisors Inc.22,760$541K0.0%+31.6%0.431%
11/2/2021 Raymond James & Associates29,718$707K0.0%+59.4%0.563%
10/14/2021Enterprise Trust & Investment Co1,775$42K0.0%N/A0.034%
8/17/2021Pacitti Group Inc.6,200$151K0.1%-6.8%0.115%
8/16/2021Royal Bank of Canada30,163$737K0.0%-10.6%0.560%
8/13/2021Steward Partners Investment Advisory LLC1,665$41K0.0%+117.6%0.031%
8/13/2021LPL Financial LLC32,737$800K0.0%+3.1%0.607%
8/11/2021Commonwealth Equity Services LLC11,152$272K0.0%-11.2%0.207%
8/11/2021Susquehanna International Group LLP21,857$534K0.0%N/A0.406%
8/4/2021Creative Planning32,321$791K0.0%N/A0.600%
8/2/2021Advisor Group Holdings Inc.21,575$527K0.0%+122.6%0.400%
5/18/2021Morgan Stanley101,338$2.35M0.0%-15.1%1.826%
5/17/2021Royal Bank of Canada33,749$783K0.0%-6.1%0.608%
5/14/2021High Falls Advisors Inc46,140$1.07M0.3%-33.0%0.831%
5/13/2021 Capital Advisors Ltd. LLC1,797$42K0.0%-33.1%0.032%
5/12/2021UBS Group AG8,872$206K0.0%-38.8%0.160%
5/10/2021 Guardian Wealth Advisors LLC13,522$314K0.0%N/A0.244%
5/7/2021 Cambridge Investment Research Advisors Inc.9,161$213K0.0%-20.6%0.165%
4/28/2021Comerica Bank20,691$496K0.0%+3.3%0.373%
4/26/2021 Hudock Inc.3,615$83K0.0%-16.2%0.064%
4/23/2021 Joseph P. Lucia & Associates LLC7,345$171K0.1%-6.7%0.131%
4/15/2021 CX Institutional8,183$190K0.0%-60.8%0.146%
3/26/2021Susquehanna International Group LLP26,630$534K0.0%-73.4%0.458%
2/17/2021Jane Street Group LLC112,175$2.25M0.0%N/A1.672%
2/16/2021High Falls Advisors Inc68,868$1.38M0.4%-21.7%1.027%
2/13/2021 Tompkins Financial Corp6,050$84K0.0%N/A0.090%
2/12/2021LPL Financial LLC32,142$645K0.0%-12.6%0.479%
2/10/2021 Capital Advisors Ltd. LLC2,687$54K0.0%-37.2%0.040%
2/9/2021Wells Fargo & Company MN17,331$348K0.0%-18.2%0.258%
2/6/2021 Tompkins Financial Corp6,050$84K0.0%N/A0.090%
2/5/2021NEXT Financial Group Inc1,530$31K0.0%-38.6%0.023%
2/4/2021 Cambridge Investment Research Advisors Inc.11,539$231K0.0%-21.9%0.172%
1/29/2021 Joseph P. Lucia & Associates LLC7,870$158K0.1%N/A0.117%
1/12/2021 CX Institutional20,888$419K0.0%-7.8%0.311%
11/23/2020 Eudaimonia Partners LLC44,238$3.19M0.7%N/A0.659%
11/16/2020 Eudaimonia Partners LLC44,238$3.19M0.8%N/A0.659%
11/13/2020Morgan Stanley114,425$1.87M0.0%-29.5%1.706%
11/9/2020LPL Financial LLC36,766$601K0.0%-84.9%0.548%
11/5/2020Wells Fargo & Company MN21,188$347K0.0%-16.7%0.316%
11/4/2020 Raymond James Financial Services Advisors Inc.17,371$284K0.0%-4.2%0.259%
11/4/2020 Raymond James & Associates15,033$246K0.0%-13.1%0.224%
10/29/2020 Cambridge Investment Research Advisors Inc.14,771$241K0.0%-19.3%0.220%
10/22/2020NEXT Financial Group Inc2,490$41K0.0%N/A0.037%
10/13/2020 CX Institutional22,651$370K0.0%+13.7%0.338%
8/26/2020 AdvisorNet Financial Inc6,600$108K0.0%-81.4%0.095%
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8/17/2020Jane Street Group LLC30,728$505K0.0%-30.1%0.443%
8/17/2020 Private Advisor Group LLC4,325$71K0.0%N/A0.062%
8/14/2020Bank of America Corp DE19,658$322K0.0%-26.6%0.284%
8/14/2020Advisor Group Holdings Inc.15,790$259K0.0%-22.8%0.228%
8/13/2020ETRADE Capital Management LLC12,617$207K0.0%-14.9%0.182%
8/12/2020Pacitti Group Inc.7,555$134K0.1%-17.6%0.109%
8/12/2020Commonwealth Equity Services LLC18,388$301K0.0%-3.3%0.265%
8/6/2020 CX Institutional19,922$327K0.0%+13.7%0.287%
8/5/2020 Allen Capital Group LLC14,756$242K0.1%-91.6%0.213%
7/31/2020UBS Group AG23,355$383K0.0%-57.4%0.318%
(Data available from 1/1/2016 forward)

CVY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CVY shares?

During the previous two years, 16 institutional investors and hedge funds held shares of Invesco Zacks Multi-Asset Income ETF. The most heavily invested institutionals were HBK Sorce Advisory LLC ($2.76M), Commonwealth Equity Services LLC ($1.96M), Cambridge Investment Research Advisors Inc. ($1.41M), LPL Financial LLC ($725K), Trustmark National Bank Trust Department ($703K), Sequoia Financial Advisors LLC ($438K), and Comerica Bank ($385K).Learn more on CVY's institutional investors.

Which institutional investors have been buying Invesco Zacks Multi-Asset Income ETF stock?

Of the 11 institutional investors that purchased Invesco Zacks Multi-Asset Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cambridge Investment Research Advisors Inc. ($40.36K), Trustmark National Bank Trust Department ($29.34K), Atria Wealth Solutions Inc. ($12.97K), Focus Financial Network Inc. ADV ($12.76K), Balboa Wealth Partners ($10.91K), CX Institutional ($7.68K), and HBK Sorce Advisory LLC ($5.19K).

How much institutional buying is happening at Invesco Zacks Multi-Asset Income ETF?

Institutional investors have bought a total of 124,663 shares in the last 24 months. This purchase volume represents approximately $2.95M in transactions.

Which Invesco Zacks Multi-Asset Income ETF major shareholders have been selling company stock?

Of the 11 institutional investors that sold Invesco Zacks Multi-Asset Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: HBK Sorce Advisory LLC ($119.40K), LPL Financial LLC ($13.20K), High Falls Advisors Inc ($11.69K), Raymond James & Associates ($9.71K), Raymond James Financial Services Advisors Inc. ($6.45K), Commonwealth Equity Services LLC ($2.38K), and Sequoia Financial Advisors LLC ($1.75K).

How much institutional selling is happening at Invesco Zacks Multi-Asset Income ETF?

Institutional investors have sold a total of 169,584 shares in the last 24 months. This volume of shares sold represents approximately $3.64M in transactions.


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This page (NYSEARCA:CVY) was last updated on 5/9/2024 by MarketBeat.com Staff

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