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Invesco Zacks Multi-Asset Income ETF
CVY

36 hedge funds and large institutions have $18.7M invested in Invesco Zacks Multi-Asset Income ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

11.04% more ownership

Funds ownership: 5.59% → 16.63% (+11%)

3% more capital invested

Capital invested by funds: $18.3M → $18.7M (+$464K)

8% less funds holding

Funds holding: 39 → 36 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
36
Holders Change
-3
Holders Change %
-7.69%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
10
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$668K
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$180K
3
Bank of America
Bank of America
North Carolina
+$61.9K
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$41.8K
5
Raymond James Financial
Raymond James Financial
Florida
+$17.2K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$191K
2
Morgan Stanley
Morgan Stanley
New York
-$111K
3
CP
Castleview Partners
Texas
-$80.8K
4
HSA
HBK Sorce Advisory
Pennsylvania
-$71.4K
5
UBS Group
UBS Group
Switzerland
-$70.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$17.2K -$3.44K -133 -16%
AssetMark Inc
27
AssetMark Inc
California
$16.8K +$17.1K +663 New
CAL
28
Capital Advisors Ltd
Ohio
$16K – – –
RIL
29
Rothschild Investment LLC
Illinois
$15.2K – – –
CI
30
CX Institutional
Indiana
$14K +$13.9K +539 New
FP
31
Financial Perspectives
Minnesota
$10.6K +$78 +3 +0.7%
AIP
32
Ameritas Investment Partners
Nebraska
$7.74K – – –
MCM
33
MAI Capital Management
Ohio
$3.17K +$26 +1 +0.8%
1IA
34
1620 Investment Advisors
Massachusetts
$2.16K – – –
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$1.78K – – –
DFA
36
DHJJ Financial Advisors
Illinois
$458 – – –
CP
37
Castleview Partners
Texas
– -$80.8K -3,185 Closed
Deutsche Bank
38
Deutsche Bank
Germany
– -$40.9K -1,625 Closed
BTI
39
Blue Trust Inc
Georgia
– -$9.48K -377 Closed
DJSG
40
D.J. St. Germain
Massachusetts
– -$4.01K -159 Closed
RCM
41
Raleigh Capital Management
North Carolina
– -$503 -20 Closed
1
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CVY Hedge Fund Activity: Q1 2025 in Review

36 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q1 2025, worth a combined $18.7M — up 2.5% from $18.3M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of CVY and 2 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 10 added.

The largest buyer was Susquehanna International Group, adding an estimated $668K. The largest seller was Osaic Holdings, cutting an estimated $191K.

  • 36 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q1 2025, down from 39 in Q4 2024.
  • Funds reported $18.7M of Invesco Zacks Multi-Asset Income ETF stock for Q1 2025, up 2.5% quarter-over-quarter.
  • 2 funds opened new Invesco Zacks Multi-Asset Income ETF positions in Q1 2025 and 5 closed out, a net change of -3 holders.
  • The largest Invesco Zacks Multi-Asset Income ETF buyer in Q1 2025 was Susquehanna International Group, an estimated $668K added.
  • The largest Invesco Zacks Multi-Asset Income ETF seller in Q1 2025 was Osaic Holdings, an estimated $191K sold.

Based on aggregated 13F filings for Q1 2025.