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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$668K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$180K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$61.9K |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$41.8K |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$17.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$191K |
| 2 |
Morgan Stanley
New York
|
-$111K |
| 3 |
CP
Castleview Partners
Dallas,
Texas
|
-$80.8K |
| 4 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$71.4K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$70.7K |
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.