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

$26.07 -0.10 (-0.38%)
As of 07/18/2025 04:10 PM Eastern
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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)
9
Total
Institutional Inflows
(last 12 months)
$2.96M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$227.18K
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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
5/16/2025Jones Financial Companies Lllp1,966$50K0.0%+349.9%0.044%
5/9/2025Atria Wealth Solutions Inc.13,040$331K0.0%-17.3%0.294%
5/7/2025LPL Financial LLC61,808$1.57M0.0%+1.0%1.392%
4/23/2025HBK Sorce Advisory LLC107,403$2.73M0.1%-2.5%2.419%
4/22/2025Cambridge Investment Research Advisors Inc.81,765$2.08M0.0%+9.3%1.842%
2/17/2025Cetera Investment Advisers10,930$275K0.0%N/A0.242%
2/17/2025Bank of America Corp DE14,427$363K0.0%-11.7%0.319%
2/13/2025Raymond James Financial Inc.32,729$823K0.0%N/A0.724%
2/13/2025Wells Fargo & Company MN25,336$637K0.0%-4.0%0.561%
2/11/2025LPL Financial LLC61,167$1.54M0.0%+7.8%1.353%
2/10/2025HBK Sorce Advisory LLC110,167$2.77M0.1%+0.6%2.437%
2/6/2025Raymond James Financial Inc.32,729$823K0.0%N/A0.724%
2/5/2025Cape Investment Advisory Inc.1,200$30K0.0%N/A0.027%
1/29/2025MGB Wealth Management LLC66,548$1.67M0.5%+14.7%1.472%
11/13/2024FMR LLC2,820$74K0.0%+47.8%0.062%
11/12/2024MGB Wealth Management LLC58,037$1.52M0.5%-0.9%1.284%
8/8/2024HBK Sorce Advisory LLC110,284$2.77M0.1%+2.7%2.440%
7/26/2024Cambridge Investment Research Advisors Inc.68,643$1.72M0.0%+25.0%1.519%
7/10/2024CWM LLC1,372$34K0.0%N/A0.030%
5/17/2024Comerica Bank15,767$406K0.0%-11.3%0.349%
5/9/2024HBK Sorce Advisory LLC107,434$2.76M0.1%+1.6%2.377%
4/25/2024Cambridge 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%
1/16/2024Raymond 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%
11/16/2023High Falls Advisors Inc11,083$243K0.1%-48.0%0.256%
11/8/2023Sequoia 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%
10/24/2023Raymond 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%
10/24/2023Cambridge 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%
7/25/2023Raymond James & Associates19,625$420K0.0%-2.6%0.438%
7/13/2023Cambridge Investment Research Advisors Inc.14,000$300K0.0%-8.0%0.313%
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5/12/2023Balboa 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%
2/7/2023LPL 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%
8/15/2022High 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%
7/26/2022Joseph 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%
4/19/2022Joseph P. Lucia & Associates LLC7,320$175K0.1%N/A0.140%
2/8/2022CIBC Private Wealth Group LLC34,000$834K0.0%N/A0.651%
2/8/2022Raymond James & Associates26,285$645K0.0%-11.6%0.504%
2/3/2022Cambridge Investment Research Advisors Inc.14,728$361K0.0%N/A0.282%
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%
11/2/2021Raymond 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%
8/17/2021Pacitti 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%
5/12/2021UBS Group AG8,872$206K0.0%-38.8%0.160%
(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, 21 institutional investors and hedge funds held shares of Invesco Zacks Multi-Asset Income ETF. The most heavily invested institutionals were HBK Sorce Advisory LLC ($2.73M), Cambridge Investment Research Advisors Inc. ($2.08M), Commonwealth Equity Services LLC ($1.96M), MGB Wealth Management LLC ($1.67M), LPL Financial LLC ($1.57M), Raymond James Financial Inc. ($823K), and Wells Fargo & Company MN ($637K).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 117,747 shares in the last 24 months. This purchase volume represents approximately $2.96M 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 ($2.76K), Atria Wealth Solutions Inc. ($2.72K), Bank of America Corp DE ($1.91K), Wells Fargo & Company MN ($1.07K), 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 8,960 shares in the last 24 months. This volume of shares sold represents approximately $227.18K in transactions.


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This page (NYSEARCA:CVY) was last updated on 7/20/2025 by MarketBeat.com Staff
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