Who Owns Invesco Zacks Multi-Asset Income ETF (CVY)?Hedge Fund & Institutional Holders

$26.94-0.04 (-0.15%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.0000001780000153e+118T

% of Float Held

—

QoQ Change in Holders

+12 / -2

Price History

$22.24$23.89$25.54$27.19$28.84Sep 24Jun 25Mar 26

CVY — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COMMONWEALTH EQUITY SERVICES, LLCNew Position+88K+$2.0B
PRIVATE TRUST CO NANew Position+1K+$26.0M
Financial Perspectives, IncNew Position+431+$11.0M
Geneos Wealth Management Inc.New Position+400+$10.0M
Jessup Wealth Management, IncNew Position+240+$6.0M
Legacy Wealth Managment, LLC/IDNew Position+243+$6.0M
MGB Wealth Management, LLCIncreased+104+$3.6M
COMERICA BANKIncreased+133+$3.3M
CoreCap Advisors, LLCNew Position+100+$2.0M
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+42+$1.0M
UBS Group AGIncreased+68+$659K
Capital Advisors, Ltd. LLCNew Position+647+$17K
CX InstitutionalNew Position+522+$14K
Kestra Advisory Services, LLCNew Position+2K+$0
DHJJ Financial Advisors, Ltd.New Position+18+$0

CVY — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
HBK Sorce Advisory LLCDecreased-7K-$2.9B
RAYMOND JAMES FINANCIAL INCDecreased-668-$888.9M
WELLS FARGO & COMPANY/MNDecreased-1K-$737.6M
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-6K-$728.8M
OSAIC HOLDINGS, INC.Decreased-842-$486.3M
CITADEL ADVISORS LLCDecreased-4K-$341.3M
JANE STREET GROUP, LLCClosed Position-9K-$246.1M
JPMORGAN CHASE & CODecreased-193-$28.0M
EverSource Wealth Advisors, LLCDecreased-28-$27.8M
Caldwell Trust CoClosed Position-606-$12.4M
Cambridge Investment Research Advisors, Inc.Decreased-33K-$1.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1COMMONWEALTH EQUITY SERVICES, LLC87,896$2.0B0.00%Share
2MGB Wealth Management, LLC66,401$1.8B0.51%Share
3COMERICA BANK5,719$153.0M0.00%Share
4UBS Group AG2,139$57.0M0.00%Share
5PRIVATE TRUST CO NA1,000$26.0M0.00%Share
6Dunhill Financial, LLC750$20.0M0.00%Share
7ASSETMARK, INC663$17.0M0.00%Share
8Financial Perspectives, Inc431$11.0M0.00%Share
9Geneos Wealth Management Inc.400$10.0M0.00%Share
10UBS Group AG293$7.0M0.00%Share
11Legacy Wealth Managment, LLC/ID243$6.0M0.00%Share
12Jessup Wealth Management, Inc240$6.0M0.00%Share
13ST GERMAIN D J CO INC166$4.0M0.00%Share
14MORGAN STANLEY144,893$3.0M0.00%Share
15LPL Financial LLC81,303$2.0M0.00%Share
161620 INVESTMENT ADVISORS, INC.85$2.0M0.00%Share
17CoreCap Advisors, LLC100$2.0M0.00%Share
18HBK Sorce Advisory LLC101,643$2.0M0.00%Share
19Cambridge Investment Research Advisors, Inc.49,803$1.0M0.00%Share
20INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC42$1.0M0.00%Share
21HARBOUR INVESTMENTS, INC.1,655$44K0.00%Share
22EverSource Wealth Advisors, LLC1,012$27K0.00%Share
23Capital Advisors, Ltd. LLC647$17K0.00%Share
24CX Institutional522$14K0.00%Share
25TRUSTMARK BANK TRUST DEPARTMENT22,340$00.00%Share
26CITIGROUP INC1$00.00%Share
27Ameritas Investment Partners, Inc.250$00.00%Share
28JPMORGAN CHASE & CO873$00.00%Share
29JONES FINANCIAL COMPANIES LLLP246$00.00%Share
30CITADEL ADVISORS LLC9,189$00.00%Share
31Rockefeller Capital Management L.P.2,576$00.00%Share
32Steward Partners Investment Advisory, LLC679$00.00%Share
33MAI Capital Management129$00.00%Share
34Kestra Advisory Services, LLC1,994$00.00%Share
35Larson Financial Group LLC190$00.00%Share
36MORGAN STANLEY1$00.00%Share
37OSAIC HOLDINGS, INC.6,270$00.00%Share
38OSAIC HOLDINGS, INC.10,927$00.00%Share
39WELLS FARGO & COMPANY/MN17,543$00.00%Share
40WELLS FARGO & COMPANY/MN8,947$00.00%Share
41ROYAL BANK OF CANADA1,007$00.00%Share
42PNC FINANCIAL SERVICES GROUP, INC.996$00.00%Share
43DHJJ Financial Advisors, Ltd.18$00.00%Share
44RAYMOND JAMES FINANCIAL INC13,607$00.00%Share
45RAYMOND JAMES FINANCIAL INC18,899$00.00%Share
46SUSQUEHANNA INTERNATIONAL GROUP, LLP21,169$00.00%Share
47Cape Investment Advisory, Inc.1,200$00.00%Share
48FMR LLC3,162$00.00%Share
49BANK OF AMERICA CORP /DE/1,300$00.00%Share
50BANK OF AMERICA CORP /DE/11,822$00.00%Share

CVY Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202545$4.1B+11
Q3 202534$11.1B+0
Q2 202534$12.4B-2
Q1 202536$16.3B+2
Q4 202434$406.9B+8
Q3 202426$2.0T-4
Q2 202430$480.3B+4
Q1 202426$385.4B—

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As of Q4 2025, 50 institutional investors hold CVY (Invesco Zacks Multi-Asset Income ETF). The largest holder is COMMONWEALTH EQUITY SERVICES, LLC with $2.0B in shares. This quarter, 12 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own CVY?

As of Q4 2025, 50 institutional investors report holding CVY (Invesco Zacks Multi-Asset Income ETF) in their 13F filings.

Who is the largest institutional holder of CVY?

The largest institutional holder of CVY is COMMONWEALTH EQUITY SERVICES, LLC with $2.0B in shares.

Is institutional ownership of CVY increasing or decreasing?

This quarter, 12 institutions opened new positions in CVY and 2 closed their positions.