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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$321K |
| 2 |
LPL Financial
San Diego,
California
|
+$318K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$126K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$108K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$22K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
-$331K |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$269K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$117K |
| 4 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$117K |
| 5 |
Comerica Bank
Dallas,
Texas
|
-$60.3K |
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.