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

$26.23

+0.39 (+1.51%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 6
Total Institutional Inflows (last 12 months): $2.14M

Number of Institutional Sellers (last 12 months): 10
Total Institutional Outflows (last 12 months): $3.38M

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CVY Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Cambridge Investment Research Advisors Inc.	68,643	$1.72M	0.0%	+25.0%	1.519%
7/10/2024	CWM LLC	1,372	$34K	0.0%	N/A	0.030%
5/17/2024	Comerica Bank	15,767	$406K	0.0%	-11.3%	0.349%
5/9/2024	HBK Sorce Advisory LLC	107,434	$2.76M	0.1%	+1.6%	2.377%
4/25/2024	Cambridge Investment Research Advisors Inc.	54,922	$1.41M	0.0%	+277.1%	1.215%
2/12/2024	Focus Financial Network Inc. ADV	12,763	$303K	0.0%	N/A	0.295%
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2/2/2024	Atria Wealth Solutions Inc.	12,972	$308K	0.0%	+3.9%	0.300%
1/25/2024	HBK Sorce Advisory LLC	105,723	$2.51M	0.1%	-2.6%	2.442%
1/16/2024	Raymond James Financial Services Advisors Inc.	12,887	$306K	0.0%	-4.8%	0.298%
1/16/2024	Raymond James & Associates	14,779	$351K	0.0%	-9.6%	0.341%
11/16/2023	High Falls Advisors Inc	11,083	$243K	0.1%	-48.0%	0.256%
11/8/2023	Sequoia Financial Advisors LLC	19,975	$438K	0.0%	-8.1%	0.461%
11/8/2023	Atria Wealth Solutions Inc.	12,480	$274K	0.0%	N/A	0.288%
11/6/2023	HBK Sorce Advisory LLC	108,515	$2.38M	0.1%	+3.3%	2.506%
10/24/2023	Raymond James Financial Services Advisors Inc.	13,543	$297K	0.0%	+4.5%	0.313%
10/24/2023	Raymond James & Associates	16,355	$359K	0.0%	-16.7%	0.378%
10/24/2023	Cambridge Investment Research Advisors Inc.	13,492	$296K	0.0%	-3.6%	0.312%
8/10/2023	Commonwealth Equity Services LLC	91,425	$1.96M	0.0%	-2.5%	2.111%
8/8/2023	Balboa Wealth Partners	9,564	$205K	0.1%	-12.4%	0.221%
8/4/2023	HBK Sorce Advisory LLC	105,038	$2.25M	0.1%	-52.6%	2.345%
7/31/2023	LPL Financial LLC	33,865	$725K	0.0%	-28.0%	0.756%
7/25/2023	Raymond James & Associates	19,625	$420K	0.0%	-2.6%	0.438%
7/13/2023	Cambridge Investment Research Advisors Inc.	14,000	$300K	0.0%	-8.0%	0.313%
5/12/2023	Balboa Wealth Partners	10,914	$230K	0.1%	N/A	0.237%
4/14/2023	Raymond James Financial Services Advisors Inc.	12,792	$270K	0.0%	-31.2%	0.278%
4/14/2023	Raymond James & Associates	20,147	$425K	0.0%	+7.6%	0.438%
2/7/2023	LPL Financial LLC	31,576	$668K	0.0%	+1.8%	0.686%
10/25/2022	Raymond James & Associates	24,118	$475K	0.0%	-15.3%	0.501%
10/25/2022	Raymond James Financial Services Advisors Inc.	18,796	$370K	0.0%	+9.9%	0.391%
8/15/2022	High Falls Advisors Inc	32,657	$670K	0.2%	-4.2%	0.672%
8/9/2022	SeaCrest Wealth Management LLC	1,200	$25K	0.0%	N/A	0.025%
8/2/2022	CX Institutional	7,682	$158K	0.0%	N/A	0.158%
8/2/2022	Comerica Bank	18,068	$385K	0.0%	-7.3%	0.372%
7/26/2022	Joseph P. Lucia & Associates LLC	6,820	$140K	0.1%	-6.8%	0.139%
5/12/2022	Trustmark National Bank Trust Department	29,340	$703K	0.1%	N/A	0.582%
5/4/2022	Advisor Group Holdings Inc.	18,896	$452K	0.0%	+34.1%	0.375%
5/4/2022	Commonwealth Equity Services LLC	9,366	$224K	0.0%	N/A	0.186%
5/2/2022	Steward Partners Investment Advisory LLC	1,712	$41K	0.0%	-24.6%	0.034%
4/27/2022	Comerica Bank	19,492	$473K	0.0%	-5.3%	0.387%
4/19/2022	Joseph P. Lucia & Associates LLC	7,320	$175K	0.1%	N/A	0.140%
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2/8/2022	CIBC Private Wealth Group LLC	34,000	$834K	0.0%	N/A	0.651%
2/8/2022	Raymond James & Associates	26,285	$645K	0.0%	-11.6%	0.504%
2/3/2022	Cambridge Investment Research Advisors Inc.	14,728	$361K	0.0%	N/A	0.282%
2/3/2022	Advisor Group Holdings Inc.	14,093	$346K	0.0%	+17.4%	0.270%
12/8/2021	Moors & Cabot Inc.	16,250	$120K	0.0%	N/A	0.308%
11/10/2021	Creative Planning	18,517	$440K	0.0%	-42.7%	0.351%
11/5/2021	Moors & Cabot Inc.	16,250	$120K	0.0%	N/A	0.308%
11/5/2021	Advisor Group Holdings Inc.	12,005	$285K	0.0%	-44.4%	0.227%
11/2/2021	Raymond James Financial Services Advisors Inc.	22,760	$541K	0.0%	+31.6%	0.431%
11/2/2021	Raymond James & Associates	29,718	$707K	0.0%	+59.4%	0.563%
10/14/2021	Enterprise Trust & Investment Co	1,775	$42K	0.0%	N/A	0.034%
8/17/2021	Pacitti Group Inc.	6,200	$151K	0.1%	-6.8%	0.115%
8/16/2021	Royal Bank of Canada	30,163	$737K	0.0%	-10.6%	0.560%
8/13/2021	Steward Partners Investment Advisory LLC	1,665	$41K	0.0%	+117.6%	0.031%
8/13/2021	LPL Financial LLC	32,737	$800K	0.0%	+3.1%	0.607%
8/11/2021	Commonwealth Equity Services LLC	11,152	$272K	0.0%	-11.2%	0.207%
8/11/2021	Susquehanna International Group LLP	21,857	$534K	0.0%	N/A	0.406%
8/4/2021	Creative Planning	32,321	$791K	0.0%	N/A	0.600%
8/2/2021	Advisor Group Holdings Inc.	21,575	$527K	0.0%	+122.6%	0.400%
5/18/2021	Morgan Stanley	101,338	$2.35M	0.0%	-15.1%	1.826%
5/17/2021	Royal Bank of Canada	33,749	$783K	0.0%	-6.1%	0.608%
5/14/2021	High Falls Advisors Inc	46,140	$1.07M	0.3%	-33.0%	0.831%
5/13/2021	Capital Advisors Ltd. LLC	1,797	$42K	0.0%	-33.1%	0.032%
5/12/2021	UBS Group AG	8,872	$206K	0.0%	-38.8%	0.160%
5/10/2021	Guardian Wealth Advisors LLC	13,522	$314K	0.0%	N/A	0.244%
5/7/2021	Cambridge Investment Research Advisors Inc.	9,161	$213K	0.0%	-20.6%	0.165%
4/28/2021	Comerica Bank	20,691	$496K	0.0%	+3.3%	0.373%
4/26/2021	Hudock Inc.	3,615	$83K	0.0%	-16.2%	0.064%
4/23/2021	Joseph P. Lucia & Associates LLC	7,345	$171K	0.1%	-6.7%	0.131%
4/15/2021	CX Institutional	8,183	$190K	0.0%	-60.8%	0.146%
3/26/2021	Susquehanna International Group LLP	26,630	$534K	0.0%	-73.4%	0.458%
2/17/2021	Jane Street Group LLC	112,175	$2.25M	0.0%	N/A	1.672%
2/16/2021	High Falls Advisors Inc	68,868	$1.38M	0.4%	-21.7%	1.027%
2/13/2021	Tompkins Financial Corp	6,050	$84K	0.0%	N/A	0.090%
2/12/2021	LPL Financial LLC	32,142	$645K	0.0%	-12.6%	0.479%
2/10/2021	Capital Advisors Ltd. LLC	2,687	$54K	0.0%	-37.2%	0.040%
2/9/2021	Wells Fargo & Company MN	17,331	$348K	0.0%	-18.2%	0.258%
2/6/2021	Tompkins Financial Corp	6,050	$84K	0.0%	N/A	0.090%
2/5/2021	NEXT Financial Group Inc	1,530	$31K	0.0%	-38.6%	0.023%
2/4/2021	Cambridge Investment Research Advisors Inc.	11,539	$231K	0.0%	-21.9%	0.172%
1/29/2021	Joseph P. Lucia & Associates LLC	7,870	$158K	0.1%	N/A	0.117%
1/12/2021	CX Institutional	20,888	$419K	0.0%	-7.8%	0.311%
11/23/2020	Eudaimonia Partners LLC	44,238	$3.19M	0.7%	N/A	0.659%
11/16/2020	Eudaimonia Partners LLC	44,238	$3.19M	0.8%	N/A	0.659%
11/13/2020	Morgan Stanley	114,425	$1.87M	0.0%	-29.5%	1.706%
11/9/2020	LPL Financial LLC	36,766	$601K	0.0%	-84.9%	0.548%
11/5/2020	Wells Fargo & Company MN	21,188	$347K	0.0%	-16.7%	0.316%
11/4/2020	Raymond James Financial Services Advisors Inc.	17,371	$284K	0.0%	-4.2%	0.259%
11/4/2020	Raymond James & Associates	15,033	$246K	0.0%	-13.1%	0.224%
10/29/2020	Cambridge Investment Research Advisors Inc.	14,771	$241K	0.0%	-19.3%	0.220%
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10/22/2020	NEXT Financial Group Inc	2,490	$41K	0.0%	N/A	0.037%
10/13/2020	CX Institutional	22,651	$370K	0.0%	+13.7%	0.338%
8/26/2020	AdvisorNet Financial Inc	6,600	$108K	0.0%	-81.4%	0.095%
8/17/2020	Jane Street Group LLC	30,728	$505K	0.0%	-30.1%	0.443%
8/17/2020	Private Advisor Group LLC	4,325	$71K	0.0%	N/A	0.062%
8/14/2020	Bank of America Corp DE	19,658	$322K	0.0%	-26.6%	0.284%
8/14/2020	Advisor Group Holdings Inc.	15,790	$259K	0.0%	-22.8%	0.228%
8/13/2020	ETRADE Capital Management LLC	12,617	$207K	0.0%	-14.9%	0.182%
8/12/2020	Pacitti Group Inc.	7,555	$134K	0.1%	-17.6%	0.109%
8/12/2020	Commonwealth Equity Services LLC	18,388	$301K	0.0%	-3.3%	0.265%

(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. ($1.72M), LPL Financial LLC ($725K), Sequoia Financial Advisors LLC ($438K), Comerica Bank ($406K), and Raymond James & Associates ($351K).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. ($54.08K), Atria Wealth Solutions Inc. ($12.97K), Focus Financial Network Inc. ADV ($12.76K), Balboa Wealth Partners ($10.91K), CX Institutional ($7.68K), HBK Sorce Advisory LLC ($5.19K), and Raymond James Financial Services Advisors Inc. ($2.27K).
How much institutional buying is happening at Invesco Zacks Multi-Asset Income ETF?: Institutional investors have bought a total of 110,416 shares in the last 24 months. This purchase volume represents approximately $2.63M 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), Comerica Bank ($3.44K), and Commonwealth Equity Services LLC ($2.38K).
How much institutional selling is happening at Invesco Zacks Multi-Asset Income ETF?: Institutional investors have sold a total of 171,598 shares in the last 24 months. This volume of shares sold represents approximately $3.69M in transactions.