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

$30.46 +0.12 (+0.40%)
As of 01:32 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)
$3.63M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$657.79K
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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
5/19/2026Bank of America Corp DE13,629$369K0.0%-4.6%0.325%
5/1/2026 Fifth Third Bancorp5,374$145K0.0%N/A0.128%
4/30/2026 Kestra Advisory Services LLC87,827$2.38M0.0%+4,304.6%2.096%
2/17/2026Osaic Holdings Inc.17,197$461K0.0%-4.7%0.408%
2/13/2026 Kestra Advisory Services LLC1,994$53K0.0%N/A0.047%
2/13/2026Wells Fargo & Company MN26,490$710K0.0%-3.8%0.628%
2/12/2026 Commonwealth Equity Services LLC87,896$2.36M0.0%-1.3%2.083%
2/11/2026 LPL Financial LLC81,303$2.18M0.0%+19.5%1.927%
2/9/2026 Harbour Investments Inc.1,655$44K0.0%+46.2%0.039%
2/9/2026 HBK Sorce Advisory LLC101,643$2.92M0.1%+1.4%2.409%
1/1/2026 JPMorgan Chase & Co.1,066$29K0.0%N/A0.025%
11/17/2025Susquehanna International Group LLP27,201$729K0.0%-23.6%0.639%
11/17/2025Citadel Advisors LLC12,739$341K0.0%N/A0.299%
11/14/2025Raymond James Financial Inc.33,174$889K0.0%+2.4%0.779%
11/14/2025Comerica Bank5,586$150K0.0%-58.0%0.131%
11/7/2025 JPMorgan Chase & Co.1,066$29K0.0%N/A0.025%
10/16/2025 HBK Sorce Advisory LLC100,245$2.63M0.1%-2.4%2.353%
10/14/2025 HBK Sorce Advisory LLC108,198$2.89M0.1%+5.3%2.540%
9/4/2025Osaic Holdings Inc.18,945$488K0.0%+36.7%0.437%
8/15/2025Bank of America Corp DE14,519$374K0.0%-13.7%0.335%
8/14/2025Raymond 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%
5/16/2025Jones 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%
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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%
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%
8/9/2022SeaCrest 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%
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%


CVY Institutional Ownership - Frequently Asked Questions

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 ($2.92M), Kestra Advisory Services LLC ($2.38M), Commonwealth Equity Services LLC ($2.36M), LPL Financial LLC ($2.18M), Cambridge Investment Research Advisors Inc. ($2.08M), MGB Wealth Management LLC ($1.67M), and Raymond James Financial Inc. ($889K).Learn more on Invesco Zacks Multi-Asset Income ETF's institutional investors.

Of the 15 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: Kestra Advisory Services LLC ($87.83K), Raymond James Financial Inc. ($66.22K), LPL Financial LLC ($18.30K), Citadel Advisors LLC ($12.74K), Cetera Investment Advisers ($10.93K), MGB Wealth Management LLC ($8.51K), and HBK Sorce Advisory LLC ($7.51K).

Institutional investors have bought a total of 134,577 shares in the last 24 months. This purchase volume represents approximately $3.63M in transactions.

The following institutional investors have sold Invesco Zacks Multi-Asset Income ETF stock in the last 24 months: Susquehanna International Group LLP ($8.42K), Comerica Bank ($7.73K), Bank of America Corp DE ($2.97K), HBK Sorce Advisory LLC ($2.46K), Commonwealth Equity Services LLC ($1.17K), Wells Fargo & Company MN ($1.04K), and Osaic Holdings Inc. ($842.00).

Institutional investors have sold a total of 24,631 shares in the last 24 months. This volume of shares sold represents approximately $657.79K in transactions.


Related Companies

Institutional ownership data for NYSEARCA:CVY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 5/19/2026. New 13F filings are added each quarter as they're published.
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