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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
SPIA
26
Steward Partners Investment Advisory
New York
$18.4K
CAL
27
Capital Advisors Ltd
Ohio
$18K
AssetMark Inc
28
AssetMark Inc
California
$17.9K
RIL
29
Rothschild Investment LLC
Illinois
$16.2K
CI
30
CX Institutional
Indiana
$14K -$334 -12 -2%
Jones Financial Companies
31
Jones Financial Companies
Missouri
$13.3K +$7.06K +254 +103%
FP
32
Financial Perspectives
Minnesota
$11.8K +$83 +3 +0.7%
GWM
33
Geneos Wealth Management
Colorado
$10.8K
AIP
34
Ameritas Investment Partners
Nebraska
$6.77K
LWMI
35
Legacy Wealth Management (Idaho)
Idaho
$6.58K
LFG
36
Larson Financial Group
Missouri
$5.14K
DJSG
37
D.J. St. Germain
Massachusetts
$4.53K +$28 +1 +0.6%
MCM
38
MAI Capital Management
Ohio
$3.52K +$28 +1 +0.8%
CA
39
CoreCap Advisors
Michigan
$2.71K
1IA
40
1620 Investment Advisors
Massachusetts
$2.3K
IAIM
41
International Assets Investment Management
Florida
$1.14K
DFA
42
DHJJ Financial Advisors
Illinois
$488
Simplex Trading
43
Simplex Trading
Illinois
$297 +$306 +11 New
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
-$2.36M -87,896 Closed
CIA
45
Cape Investment Advisory
Georgia
-$32.2K -1,200 Closed
JWM
46
Jessup Wealth Management
Ohio
-$6.44K -240 Closed
Citigroup
47
Citigroup
New York
-$27 -1 Closed

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.