Invesco Zacks Multi-Asset Income ETF
CVY
42 hedge funds and large institutions have $22.4M invested in Invesco Zacks Multi-Asset Income ETF in 2026 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 7 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 8
22% more capital invested
Capital invested by funds: $18.4M → $22.4M (+$4.08M)
2.4% more ownership
Funds ownership: 16.06% → 18.46% (+2.4%)
2% less funds holding
Funds holding: 43 → 42 (-1)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$1.89M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$975K |
| 3 |
FTS
Fifth Third Securities
Cincinnati,
Ohio
|
+$229K |
| 4 |
LPL Financial
San Diego,
California
|
+$197K |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$123K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$232K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$219K |
| 3 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$83.9K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$50.5K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$48.9K |
CVY Hedge Fund Activity: Q2 2026 in Review
42 of the 8,316 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q2 2026, worth a combined $22.4M — up 22% from $18.4M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of CVY and 6 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 12 added.
The largest buyer was Beacon Pointe Advisors, opening a new position worth an estimated $1.89M. The largest seller was Citadel Advisors, exiting entirely with an estimated $232K sold.
- 42 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q2 2026, down from 43 in Q1 2026.
- Funds reported $22.4M of Invesco Zacks Multi-Asset Income ETF stock for Q2 2026, up 22% quarter-over-quarter.
- 6 funds opened new Invesco Zacks Multi-Asset Income ETF positions in Q2 2026 and 7 closed out, a net change of -1 holder.
- The largest Invesco Zacks Multi-Asset Income ETF buyer in Q2 2026 was Beacon Pointe Advisors, an estimated $1.89M added.
- The largest Invesco Zacks Multi-Asset Income ETF seller in Q2 2026 was Citadel Advisors, an estimated $232K sold.
Based on aggregated 13F filings for Q2 2026.