S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
Biden signs bill extending a key US surveillance program after divisions nearly forced it to lapse
MarketBeat Week in Review – 4/15 - 4/19
The drug war devastated Black and other minority communities. Is marijuana legalization helping?
Morning sickness? Prenatal check-ups? What to know about new rights for pregnant workers
A man escaped Sudan's bloody civil war. His mysterious death in Missisippi has sparked suspicion
Record Store Day celebrates indie retail music sellers as they ride vinyl's popularity wave
Panama Papers trial's public portion comes to an unexpectedly speedy end
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
Biden signs bill extending a key US surveillance program after divisions nearly forced it to lapse
MarketBeat Week in Review – 4/15 - 4/19
The drug war devastated Black and other minority communities. Is marijuana legalization helping?
Morning sickness? Prenatal check-ups? What to know about new rights for pregnant workers
A man escaped Sudan's bloody civil war. His mysterious death in Missisippi has sparked suspicion
Record Store Day celebrates indie retail music sellers as they ride vinyl's popularity wave
Panama Papers trial's public portion comes to an unexpectedly speedy end
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
Biden signs bill extending a key US surveillance program after divisions nearly forced it to lapse
MarketBeat Week in Review – 4/15 - 4/19
The drug war devastated Black and other minority communities. Is marijuana legalization helping?
Morning sickness? Prenatal check-ups? What to know about new rights for pregnant workers
A man escaped Sudan's bloody civil war. His mysterious death in Missisippi has sparked suspicion
Record Store Day celebrates indie retail music sellers as they ride vinyl's popularity wave
Panama Papers trial's public portion comes to an unexpectedly speedy end
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
Biden signs bill extending a key US surveillance program after divisions nearly forced it to lapse
MarketBeat Week in Review – 4/15 - 4/19
The drug war devastated Black and other minority communities. Is marijuana legalization helping?
Morning sickness? Prenatal check-ups? What to know about new rights for pregnant workers
A man escaped Sudan's bloody civil war. His mysterious death in Missisippi has sparked suspicion
Record Store Day celebrates indie retail music sellers as they ride vinyl's popularity wave
Panama Papers trial's public portion comes to an unexpectedly speedy end

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

$24.72
+0.24 (+0.98%)
(As of 04/19/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$8.91M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$3.75M
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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
2/12/2024Focus Financial Network Inc. ADV12,763$303K0.0%N/A0.295%
2/9/2024Cambridge Investment Research Advisors Inc.14,565$346K0.0%+8.0%0.336%
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%
11/21/2023Comerica Bank17,850$391K0.0%N/A0.412%
11/16/2023High Falls Advisors Inc11,083$243K0.1%-48.0%0.256%
11/13/2023LPL Financial LLC34,810$763K0.0%+2.8%0.804%
11/9/2023UBS Group AG8,241$181K0.0%-15.2%0.190%
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%
8/21/2023Osaic Holdings Inc.17,988$385K0.0%+9.3%0.415%
8/15/2023High Falls Advisors Inc21,332$457K0.1%-17.6%0.493%
8/15/2023Wells Fargo & Company MN26,266$563K0.0%+33.6%0.607%
8/15/2023Royal Bank of Canada18,158$389K0.0%-27.9%0.419%
8/10/2023Osaic Holdings Inc.17,988$385K0.0%+9.3%0.415%
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%
5/16/2023Susquehanna International Group LLP16,807$354K0.0%N/A0.365%
5/16/2023Harbour Investments Inc.1,485$31K0.0%+326.7%0.032%
5/16/2023HBK Sorce Advisory LLC221,644$7.03M0.1%N/A4.818%
5/12/2023Bank of America Corp DE49,362$1.04M0.0%-9.5%1.073%
5/12/2023Balboa Wealth Partners10,914$230K0.1%N/A0.237%
5/11/2023Commonwealth Equity Services LLC93,808$1.98M0.0%N/A2.039%
5/10/2023LPL Financial LLC47,061$992K0.0%+49.0%1.023%
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%
2/15/2023Morgan Stanley117,076$2.48M0.0%+4.2%2.545%
2/13/2023Wells Fargo & Company MN17,656$373K0.0%-4.1%0.384%
2/10/2023Bank of America Corp DE54,555$1.15M0.0%+140.0%1.186%
2/10/2023Advisor Group Holdings Inc.17,078$362K0.0%+46.1%0.371%
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2/8/2023Raymond James & Associates18,730$396K0.0%-22.3%0.407%
2/7/2023LPL Financial LLC31,576$668K0.0%+1.8%0.686%
11/16/2022Jane Street Group LLC11,367$224K0.0%N/A0.236%
11/10/2022UBS Group AG7,419$146K0.0%+39.4%0.154%
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%
8/12/2022LPL Financial LLC37,489$770K0.0%+4.5%0.771%
8/11/2022UBS Group AG5,322$109K0.0%-25.5%0.110%
8/9/2022SeaCrest Wealth Management LLC1,200$25K0.0%N/A0.025%
8/2/2022CX 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%
6/7/2022Bank of America Corp DE15,260$365K0.0%-13.6%0.303%
5/17/2022Royal Bank of Canada33,904$813K0.0%+26.0%0.673%
5/16/2022UBS Group AG7,147$171K0.0%+7.7%0.142%
5/12/2022Trustmark National Bank Trust Department29,340$703K0.1%N/A0.582%
5/11/2022Raymond James Financial Services Advisors Inc.19,154$459K0.0%-16.2%0.380%
5/11/2022Raymond James & Associates28,930$693K0.0%+10.1%0.574%
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%
5/14/2021High Falls Advisors Inc46,140$1.07M0.3%-33.0%0.831%
5/13/2021Capital Advisors Ltd. LLC1,797$42K0.0%-33.1%0.032%
5/12/2021UBS Group AG8,872$206K0.0%-38.8%0.160%
5/10/2021Guardian Wealth Advisors LLC13,522$314K0.0%N/A0.244%
5/7/2021Cambridge Investment Research Advisors Inc.9,161$213K0.0%-20.6%0.165%
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4/28/2021Comerica Bank20,691$496K0.0%+3.3%0.373%
4/26/2021Hudock Inc.3,615$83K0.0%-16.2%0.064%
4/23/2021Joseph P. Lucia & Associates LLC7,345$171K0.1%-6.7%0.131%
4/15/2021CX 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%
2/10/2021Capital Advisors Ltd. LLC2,687$54K0.0%-37.2%0.040%
(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, 27 institutional investors and hedge funds held shares of Invesco Zacks Multi-Asset Income ETF. The most heavily invested institutionals were HBK Sorce Advisory LLC ($2.51M), Morgan Stanley ($2.48M), Commonwealth Equity Services LLC ($1.96M), Bank of America Corp DE ($1.04M), LPL Financial LLC ($763K), Trustmark National Bank Trust Department ($703K), and Wells Fargo & Company MN ($563K).Learn more on CVY's institutional investors.

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

Of the 23 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: HBK Sorce Advisory LLC ($225.12K), Commonwealth Equity Services LLC ($103.17K), Bank of America Corp DE ($31.83K), Trustmark National Bank Trust Department ($29.34K), LPL Financial LLC ($18.61K), Comerica Bank ($17.85K), and Susquehanna International Group LLP ($16.81K).

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

Institutional investors have bought a total of 542,330 shares in the last 24 months. This purchase volume represents approximately $11.63M in transactions.

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

Of the 16 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), High Falls Advisors Inc ($16.27K), Raymond James & Associates ($15.10K), LPL Financial LLC ($13.20K), Raymond James Financial Services Advisors Inc. ($10.17K), Bank of America Corp DE ($7.59K), and Royal Bank of Canada ($7.03K).

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

Institutional investors have sold a total of 203,585 shares in the last 24 months. This volume of shares sold represents approximately $4.38M in transactions.


This page (NYSEARCA:CVY) was last updated on 4/20/2024 by MarketBeat.com Staff

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