CVY icon

Invesco Zacks Multi-Asset Income ETF
CVY

26.45 USD
-0.08
0.30%
At close Jul 11, 4:00 PM EDT
1 day
-0.30%
5 days
0.49%
1 month
2.52%
3 months
14.25%
6 months
3.73%
Year to date
4.22%
1 year
3.68%
5 years
64.08%
10 years
24.30%
0
Funds holding %
of 7,312 funds
–
Analysts bullish %

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

11.04% more ownership

Funds ownership: 5.59% [Q4 2024] → 16.63% (+11.04%) [Q1 2025]

3% more capital invested

Capital invested by funds: $18.3M [Q4 2024] → $18.7M (+$464K) [Q1 2025]

8% less funds holding

Funds holding: 39 [Q4 2024] → 36 (-3) [Q1 2025]

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

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Research analyst outlook

We haven’t received any recent analyst ratings for CVY.

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Financial journalist opinion

Positive
Seeking Alpha
8 months ago
CVY: A Multi-Asset ETF With Significant Opportunity Cost
The Invesco Zacks Multi-Asset Income ETF is rated a sell due to significant long-term underperformance, exposing investors to high volatility and opportunity costs. CVY has a high expense ratio of over 1%, which detracts from returns, and while it offers a dividend yield of over 4%, the sustainability of these dividends is questionable. The fund has historically failed to provide downside protection during market downturns, demonstrating greater declines than the S&P 500, making it a less attractive option for investors seeking stability.
CVY: A Multi-Asset ETF With Significant Opportunity Cost
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