Free Trial

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

$27.13 -0.05 (-0.18%)
Closing price 08/29/2025 04:10 PM Eastern
Extended Trading
$27.12 -0.02 (-0.06%)
As of 08/29/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Invesco Zacks Multi-Asset Income ETF (NYSEARCA:CVY)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$2.55M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$432.93K
Get CVY Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco Zacks Multi-Asset Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

CVY Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Bank of America Corp DE14,519$374K0.0%-13.7%0.335%
8/14/2025 Raymond James Financial Inc.32,409$835K0.0%-2.9%0.747%
8/4/2025 HBK Sorce Advisory LLC102,709$2.65M0.1%-4.4%2.367%
5/16/2025 Jones Financial Companies Lllp1,966$50K0.0%+349.9%0.044%
5/9/2025 Atria Wealth Solutions Inc.13,040$331K0.0%-17.3%0.294%
5/7/2025 LPL Financial LLC61,808$1.57M0.0%+1.0%1.392%
4/23/2025 HBK Sorce Advisory LLC107,403$2.73M0.1%-2.5%2.419%
4/22/2025 Cambridge Investment Research Advisors Inc.81,765$2.08M0.0%+9.3%1.842%
2/17/2025 Cetera Investment Advisers10,930$275K0.0%N/A0.242%
2/17/2025 Bank of America Corp DE14,427$363K0.0%-11.7%0.319%
2/13/2025 Raymond James Financial Inc.32,729$823K0.0%N/A0.724%
2/13/2025 Wells Fargo & Company MN25,336$637K0.0%-4.0%0.561%
2/11/2025 LPL Financial LLC61,167$1.54M0.0%+7.8%1.353%
2/10/2025 HBK Sorce Advisory LLC110,167$2.77M0.1%+0.6%2.437%
2/6/2025 Raymond James Financial Inc.32,729$823K0.0%N/A0.724%
2/5/2025 Cape Investment Advisory Inc.1,200$30K0.0%N/A0.027%
1/29/2025 MGB Wealth Management LLC66,548$1.67M0.5%+14.7%1.472%
11/13/2024 FMR LLC2,820$74K0.0%+47.8%0.062%
11/12/2024 MGB Wealth Management LLC58,037$1.52M0.5%-0.9%1.284%
8/8/2024 HBK Sorce Advisory LLC110,284$2.77M0.1%+2.7%2.440%
7/26/2024 Cambridge Investment Research Advisors Inc.68,643$1.72M0.0%+25.0%1.519%
7/10/2024 CWM LLC1,372$34K0.0%N/A0.030%
5/17/2024 Comerica Bank15,767$406K0.0%-11.3%0.349%
5/9/2024 HBK 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%
2/2/2024 Atria Wealth Solutions Inc.12,972$308K0.0%+3.9%0.300%
1/25/2024 HBK Sorce Advisory LLC105,723$2.51M0.1%-2.6%2.442%
1/16/2024Raymond James Financial Services Advisors Inc.12,887$306K0.0%-4.8%0.298%
1/16/2024Raymond James & Associates14,779$351K0.0%-9.6%0.341%
11/16/2023 High Falls Advisors Inc11,083$243K0.1%-48.0%0.256%
11/8/2023 Sequoia Financial Advisors LLC19,975$438K0.0%-8.1%0.461%
11/8/2023 Atria Wealth Solutions Inc.12,480$274K0.0%N/A0.288%
11/6/2023 HBK Sorce Advisory LLC108,515$2.38M0.1%+3.3%2.506%
10/24/2023Raymond James Financial Services Advisors Inc.13,543$297K0.0%+4.5%0.313%
10/24/2023Raymond 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%
8/10/2023 Commonwealth Equity Services LLC91,425$1.96M0.0%-2.5%2.111%
8/8/2023 Balboa Wealth Partners9,564$205K0.1%-12.4%0.221%
8/4/2023 HBK Sorce Advisory LLC105,038$2.25M0.1%-52.6%2.345%
REVEALED FREE: Our top 3 stocks to own in 2025 and beyond (Ad)

Every time Weiss Ratings flashed green like this, the average gain on each and every stock has been 303% (including the losers!).tc pixel

Click here for the names of our three top stocks to own this year (no purchase necessary).
7/31/2023 LPL Financial LLC33,865$725K0.0%-28.0%0.756%
7/25/2023Raymond 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%
5/12/2023 Balboa Wealth Partners10,914$230K0.1%N/A0.237%
4/14/2023Raymond James Financial Services Advisors Inc.12,792$270K0.0%-31.2%0.278%
4/14/2023Raymond James & Associates20,147$425K0.0%+7.6%0.438%
2/7/2023 LPL Financial LLC31,576$668K0.0%+1.8%0.686%
10/25/2022Raymond James & Associates24,118$475K0.0%-15.3%0.501%
10/25/2022Raymond James Financial Services Advisors Inc.18,796$370K0.0%+9.9%0.391%
8/15/2022 High 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%
8/2/2022 Comerica Bank18,068$385K0.0%-7.3%0.372%
7/26/2022 Joseph P. Lucia & Associates LLC6,820$140K0.1%-6.8%0.139%
5/12/2022 Trustmark National Bank Trust Department29,340$703K0.1%N/A0.582%
5/4/2022 Advisor Group Holdings Inc.18,896$452K0.0%+34.1%0.375%
5/4/2022 Commonwealth Equity Services LLC9,366$224K0.0%N/A0.186%
5/2/2022 Steward Partners Investment Advisory LLC1,712$41K0.0%-24.6%0.034%
4/27/2022 Comerica Bank19,492$473K0.0%-5.3%0.387%
4/19/2022 Joseph P. Lucia & Associates LLC7,320$175K0.1%N/A0.140%
2/8/2022 CIBC Private Wealth Group LLC34,000$834K0.0%N/A0.651%
2/8/2022Raymond James & Associates26,285$645K0.0%-11.6%0.504%
2/3/2022 Cambridge Investment Research Advisors Inc.14,728$361K0.0%N/A0.282%
2/3/2022 Advisor Group Holdings Inc.14,093$346K0.0%+17.4%0.270%
12/8/2021 Moors & Cabot Inc.16,250$120K0.0%N/A0.308%
11/10/2021 Creative Planning18,517$440K0.0%-42.7%0.351%
11/5/2021 Moors & Cabot Inc.16,250$120K0.0%N/A0.308%
11/5/2021 Advisor Group Holdings Inc.12,005$285K0.0%-44.4%0.227%
11/2/2021Raymond James Financial Services Advisors Inc.22,760$541K0.0%+31.6%0.431%
11/2/2021Raymond James & Associates29,718$707K0.0%+59.4%0.563%
10/14/2021Enterprise Trust & Investment Co1,775$42K0.0%N/A0.034%
8/17/2021 Pacitti Group Inc.6,200$151K0.1%-6.8%0.115%
8/16/2021 Royal Bank of Canada30,163$737K0.0%-10.6%0.560%
8/13/2021 Steward Partners Investment Advisory LLC1,665$41K0.0%+117.6%0.031%
8/13/2021 LPL Financial LLC32,737$800K0.0%+3.1%0.607%
8/11/2021 Commonwealth Equity Services LLC11,152$272K0.0%-11.2%0.207%
8/11/2021 Susquehanna International Group LLP21,857$534K0.0%N/A0.406%
8/4/2021 Creative Planning32,321$791K0.0%N/A0.600%
8/2/2021 Advisor Group Holdings Inc.21,575$527K0.0%+122.6%0.400%
5/18/2021 Morgan Stanley101,338$2.35M0.0%-15.1%1.826%
(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, 19 institutional investors and hedge funds held shares of Invesco Zacks Multi-Asset Income ETF. The most heavily invested institutionals were HBK Sorce Advisory LLC ($2.65M), Cambridge Investment Research Advisors Inc. ($2.08M), MGB Wealth Management LLC ($1.67M), LPL Financial LLC ($1.57M), Raymond James Financial Inc. ($835K), Wells Fargo & Company MN ($637K), and Sequoia Financial Advisors LLC ($438K).Learn more on Invesco Zacks Multi-Asset Income ETF's institutional investors.

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

Of the 13 institutional investors that purchased Invesco Zacks Multi-Asset Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($65.46K), Cambridge Investment Research Advisors Inc. ($61.04K), Atria Wealth Solutions Inc. ($12.97K), Focus Financial Network Inc. ADV ($12.76K), Cetera Investment Advisers ($10.93K), HBK Sorce Advisory LLC ($8.66K), and MGB Wealth Management LLC ($8.51K).

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

Institutional investors have bought a total of 101,176 shares in the last 24 months. This purchase volume represents approximately $2.55M in transactions.

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

The following institutional investors have sold Invesco Zacks Multi-Asset Income ETF stock in the last 24 months: HBK Sorce Advisory LLC ($7.46K), Bank of America Corp DE ($4.21K), Atria Wealth Solutions Inc. ($2.72K), Wells Fargo & Company MN ($1.07K), Raymond James Financial Inc. ($984.00), and MGB Wealth Management LLC ($501.00).

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

Institutional investors have sold a total of 16,941 shares in the last 24 months. This volume of shares sold represents approximately $432.93K in transactions.



This page (NYSEARCA:CVY) was last updated on 8/31/2025 by MarketBeat.com Staff
From Our Partners