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Invesco Zacks Multi-Asset Income ETF
CVY

37 hedge funds and large institutions have $19M invested in Invesco Zacks Multi-Asset Income ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

3% more funds holding

Funds holding: 36 → 37 (+1)

1% more capital invested

Capital invested by funds: $18.7M → $19M (+$232K)

0.18% more ownership

Funds ownership: 16.63% → 16.81% (+0.18%)

Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
10
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$321K
2
LPL Financial
LPL Financial
California
+$318K
3
Osaic Holdings
Osaic Holdings
Arizona
+$126K
4
Wells Fargo
Wells Fargo
California
+$108K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$22K

Top Sellers

Rank Fund Capital Flow
1
AWS
Atria Wealth Solutions
New York
-$331K
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$269K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$117K
4
HSA
HBK Sorce Advisory
Pennsylvania
-$117K
5
Comerica Bank
Comerica Bank
Texas
-$60.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
26
Capital Advisors Ltd
Ohio
$17K – – –
GWM
27
Geneos Wealth Management
Colorado
$15.8K -$10.3K -413 -40%
RIL
28
Rothschild Investment LLC
Illinois
$15.5K – – –
CI
29
CX Institutional
Indiana
$14K -$124 -5 -0.9%
FP
30
Financial Perspectives
Minnesota
$10.9K +$124 +5 +1%
AIP
31
Ameritas Investment Partners
Nebraska
$7.86K – – –
AAS
32
Ameritas Advisory Services
Nebraska
$5.16K +$4.96K +200 New
DJSG
33
D.J. St. Germain
Massachusetts
$4.19K +$4.05K +163 New
MCM
34
MAI Capital Management
Ohio
$3.25K +$25 +1 +0.8%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.48K +100 New
1IA
36
1620 Investment Advisors
Massachusetts
$2.19K – – –
DFA
37
DHJJ Financial Advisors
Illinois
$464 – – –
AWS
38
Atria Wealth Solutions
New York
– -$331K -13,040 Closed
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
– -$269K -10,578 Closed
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
– -$1.78K -70 Closed
1
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CVY Hedge Fund Activity: Q2 2025 in Review

37 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q2 2025, worth a combined $19M — up 1.2% from $18.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new CVY positions and 3 closed out — a net gain of 1 holder — while 10 added to existing stakes and 9 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $321K. The largest seller was Atria Wealth Solutions, exiting entirely with an estimated $331K sold.

  • 37 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q2 2025, up from 36 in Q1 2025.
  • Funds reported $19M of Invesco Zacks Multi-Asset Income ETF stock for Q2 2025, up 1.2% quarter-over-quarter.
  • 4 funds opened new Invesco Zacks Multi-Asset Income ETF positions in Q2 2025 and 3 closed out, a net change of +1 holder.
  • The largest Invesco Zacks Multi-Asset Income ETF buyer in Q2 2025 was Morgan Stanley, an estimated $321K added.
  • The largest Invesco Zacks Multi-Asset Income ETF seller in Q2 2025 was Atria Wealth Solutions, an estimated $331K sold.

Based on aggregated 13F filings for Q2 2025.