Who Owns CVY?
Invesco Zacks Multi-Asset Income ETF — Institutional Ownership & 13F Holdings
$28.54
+0.01 (+0.04%)
Market Cap
$119.7M
Shares Outstanding
3,952,703
Institutional Holders
36
Total Inst. Value
$16.4M
% of Float Held
—
QoQ Holder Change
+10
Institutional data as of Q1 2025
New Positions
5
Closed Positions
3
Increased
10
Decreased
8
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $3.1M | 122,847 |
| 2 | HBK Sorce Advisory LLC | $2.7M | 107,403 |
| 3 | Cambridge Investment Research Advisors, Inc. | $2.1M | 81,765 |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.8M | 70 |
| 5 | MGB Wealth Management, LLCNew | $1.7M | 66,548 |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.0M | 40,348 |
| 7 | RAYMOND JAMES FINANCIAL INC | $848K | 33,393 |
| 8 | WELLS FARGO & COMPANY/MN | $589K | 23,217 |
| 9 | TRUSTMARK BANK TRUST DEPARTMENT | $567K | 22,340 |
| 10 | BANK OF AMERICA CORP /DE/ | $426K | 16,822 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | +7K | $2.1M |
| MGB Wealth Management, LLCNew | +67K | $1.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +26K | $1.0M |
| RAYMOND JAMES FINANCIAL INC | +664 | $848K |
| BANK OF AMERICA CORP /DE/ | +2K | $426K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| MORGAN STANLEY | -4K | $3.1M |
| HBK Sorce Advisory LLC | -3K | $2.7M |
| UBS Group AG | -3K | $54K |
| Atria Wealth Solutions, Inc. | -3K | $331 |
| WELLS FARGO & COMPANY/MN | -2K | $589K |
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Frequently Asked Questions
How many institutional investors hold CVY?
As of Q1 2025, 36 institutional investors report holding CVY (Invesco Zacks Multi-Asset Income ETF) in their 13F filings.
Which hedge fund owns the most CVY?
The largest institutional holder of CVY is MORGAN STANLEY with $3.1M in shares.
Are institutions buying or selling CVY?
This quarter, 5 institutions opened new positions in CVY and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.