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Invesco Zacks Multi-Asset Income ETF

43 hedge funds and large institutions have $18.4M invested in Invesco Zacks Multi-Asset Income ETF in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0.65% less ownership

Funds ownership: 16.72%16.06% (-0.65%)

4% less capital invested

Capital invested by funds: $19.1M → $18.4M (-$738K)

7% less funds holding

Funds holding: 4643 (-3)

Holders
43
Holders Change
-3
Holders Change %
-6.52%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.37M +$456K +16,419 +11%
HSA
2
HBK Sorce Advisory
Pennsylvania
$2.58M -$328K -11,809 -12%
KAS
3
Kestra Advisory Services
Texas
$2.38M +$2.39M +85,833 +4,305%
LPL Financial
4
LPL Financial
California
$2.06M -$140K -5,024 -6%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.39M +$841K +30,239 +143%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$993K -$365K -13,124 -26%
Raymond James Financial
7
Raymond James Financial
Florida
$955K +$77.2K +2,778 +9%
Wells Fargo
8
Wells Fargo
California
$664K -$54.1K -1,946 -7%
TNBTD
9
Trustmark National Bank Trust Department
Mississippi
$605K
Osaic Holdings
10
Osaic Holdings
Arizona
$576K +$114K +4,090 +24%
Bank of America
11
Bank of America
North Carolina
$369K -$18.5K -664 -5%
HTC
12
Haverford Trust Company
Pennsylvania
$243K +$250K +8,985 New
Citadel Advisors
13
Citadel Advisors
Florida
$232K -$17.3K -624 -7%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$219K +$225K +8,077 New
Fifth Third Bancorp
15
Fifth Third Bancorp
Ohio
$145K +$149K +5,374 New
Fidelity Investments
16
Fidelity Investments
Massachusetts
$92.6K +$7.14K +257 +8%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$74.5K +$4.92K +177 +7%
UBS Group
18
UBS Group
Switzerland
$62.9K -$2.97K -107 -4%
HI
19
Harbour Investments
Wisconsin
$50.2K +$5.5K +198 +12%
EWA
20
EverSource Wealth Advisors
Alabama
$27.4K
PTC
21
Private Trust Company
Ohio
$27.1K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$27K
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$27K
JP Morgan Chase
24
JP Morgan Chase
New York
$23.2K -$111 -4 -0.5%
DF
25
Dunhill Financial
United Kingdom
$20.3K

CVY Hedge Fund Activity: Q1 2026 in Review

43 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q1 2026, worth a combined $18.4M — down 3.9% from $19.1M a quarter earlier.

Fund positioning in CVY was balanced in Q1 2026: 4 funds opened new positions, 4 closed out, 12 added to existing stakes and 9 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $2.39M. The largest seller was Commonwealth Equity Services, exiting entirely with an estimated $2.36M sold.

  • 43 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q1 2026, down from 46 in Q4 2025.
  • Funds reported $18.4M of Invesco Zacks Multi-Asset Income ETF stock for Q1 2026, down 3.9% quarter-over-quarter.
  • 4 funds opened new Invesco Zacks Multi-Asset Income ETF positions in Q1 2026 and 4 closed out, a net change of 0 holders.
  • The largest Invesco Zacks Multi-Asset Income ETF buyer in Q1 2026 was Kestra Advisory Services, an estimated $2.39M added.
  • The largest Invesco Zacks Multi-Asset Income ETF seller in Q1 2026 was Commonwealth Equity Services, an estimated $2.36M sold.

Based on aggregated 13F filings for Q1 2026.