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Invesco Zacks Multi-Asset Income ETF
CVY

46 hedge funds and large institutions have $19.1M invested in Invesco Zacks Multi-Asset Income ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

12% more funds holding

Funds holding: 41 → 46 (+5)

0.48% less ownership

Funds ownership: 17.2% → 16.72% (-0.48%)

3% less capital invested

Capital invested by funds: $19.7M → $19.1M (-$615K)

Holders
46
Holders Change
+5
Holders Change %
+12.2%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
13
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$352K
2
Morgan Stanley
Morgan Stanley
New York
+$182K
3
KAS
Kestra Advisory Services
Texas
+$53K
4
HSA
HBK Sorce Advisory
Pennsylvania
+$37.2K
5
HI
Harbour Investments
Wisconsin
+$13.9K

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$890K
2
Jane Street
Jane Street
New York
-$246K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$160K
4
Citadel Advisors
Citadel Advisors
Florida
-$94.4K
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$47.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
DF
26
Dunhill Financial
United Kingdom
$20.1K – – –
SPIA
27
Steward Partners Investment Advisory
New York
$18.2K – – –
AssetMark Inc
28
AssetMark Inc
California
$17.8K – – –
CAL
29
Capital Advisors Ltd
Ohio
$17K – – –
RIL
30
Rothschild Investment LLC
Illinois
$16.1K – – –
CI
31
CX Institutional
Indiana
$14K -$213 -8 -2%
FP
32
Financial Perspectives
Minnesota
$11.6K +$133 +5 +1%
GWM
33
Geneos Wealth Management
Colorado
$10.7K – – –
AIP
34
Ameritas Investment Partners
Nebraska
$6.7K – – –
Jones Financial Companies
35
Jones Financial Companies
Missouri
$6.6K -$47.3K -1,779 -88%
LWMI
36
Legacy Wealth Management (Idaho)
Idaho
$6.52K +$6.46K +243 New
JWM
37
Jessup Wealth Management
Ohio
$6.44K +$6.38K +240 New
LFG
38
Larson Financial Group
Missouri
$5.09K – – –
DJSG
39
D.J. St. Germain
Massachusetts
$4.45K +$53 +2 +1%
MCM
40
MAI Capital Management
Ohio
$3.46K +$27 +1 +0.8%
CA
41
CoreCap Advisors
Michigan
$2.68K +$2.66K +100 New
1IA
42
1620 Investment Advisors
Massachusetts
$2.28K – – –
IAIM
43
International Assets Investment Management
Florida
$1.13K +$1.12K +42 New
DFA
44
DHJJ Financial Advisors
Illinois
$483 – – –
Citigroup
45
Citigroup
New York
$27 – – –
MI
46
Motiv8 Investments
Florida
$7 +$6.65K +250 New
Jane Street
47
Jane Street
New York
– -$246K -9,183 Closed
1
2

CVY Hedge Fund Activity: Q4 2025 in Review

46 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q4 2025, worth a combined $19.1M — down 3.1% from $19.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CVY positions and 1 closed out — a net gain of 5 holders — while 13 added to existing stakes and 11 trimmed.

The largest buyer was LPL Financial, adding an estimated $352K. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $890K.

  • 46 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q4 2025, up from 41 in Q3 2025.
  • Funds reported $19.1M of Invesco Zacks Multi-Asset Income ETF stock for Q4 2025, down 3.1% quarter-over-quarter.
  • 6 funds opened new Invesco Zacks Multi-Asset Income ETF positions in Q4 2025 and 1 closed out, a net change of +5 holders.
  • The largest Invesco Zacks Multi-Asset Income ETF buyer in Q4 2025 was LPL Financial, an estimated $352K added.
  • The largest Invesco Zacks Multi-Asset Income ETF seller in Q4 2025 was Cambridge Investment Research Advisors, an estimated $890K sold.

Based on aggregated 13F filings for Q4 2025.