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Invesco Zacks Multi-Asset Income ETF

41 hedge funds and large institutions have $19.7M invested in Invesco Zacks Multi-Asset Income ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

11% more funds holding

Funds holding: 3741 (+4)

4% more capital invested

Capital invested by funds: $19M → $19.7M (+$743K)

0.4% more ownership

Funds ownership: 16.81%17.2% (+0.4%)

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

Holders
41
Holders Change
+4
Holders Change %
+10.81%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.7M +$60.9K +2,291 +2%
HSA
2
HBK Sorce Advisory
Pennsylvania
$2.63M -$65.5K -2,464 -2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.39M -$30.7K -1,153 -1%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.23M +$15.8K +595 +0.7%
LPL Financial
5
LPL Financial
California
$1.82M -$174K -6,559 -9%
MWM
6
MGB Wealth Management
Texas
$1.78M -$6.67K -251 -0.4%
Raymond James Financial
7
Raymond James Financial
Florida
$889K +$20.3K +765 +2%
Wells Fargo
8
Wells Fargo
California
$738K -$1.33K -50 -0.2%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$729K -$224K -8,424 -24%
TNBTD
10
Trustmark National Bank Trust Department
Mississippi
$599K
Osaic Holdings
11
Osaic Holdings
Arizona
$486K -$24.1K -906 -5%
Bank of America
12
Bank of America
North Carolina
$380K -$9.07K -341 -2%
Citadel Advisors
13
Citadel Advisors
Florida
$341K +$339K +12,739 New
Jane Street
14
Jane Street
New York
$246K +$244K +9,183 New
Comerica Bank
15
Comerica Bank
Texas
$150K -$205K -7,726 -58%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$81.5K +$18.9K +709 +30%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$68.7K +$68.1K +2,562 New
UBS Group
18
UBS Group
Switzerland
$63.3K +$4.36K +164 +7%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$54.5K +$532 +20 +1%
CIA
20
Cape Investment Advisory
Georgia
$32.2K
HI
21
Harbour Investments
Wisconsin
$30.3K
JP Morgan Chase
22
JP Morgan Chase
New York
$28.6K +$28.4K +1,066 New
EWA
23
EverSource Wealth Advisors
Alabama
$27.9K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$27K
PTC
25
Private Trust Company
Ohio
$26.8K

CVY Hedge Fund Activity: Q3 2025 in Review

41 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q3 2025, worth a combined $19.7M — up 3.9% from $19M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CVY positions and 2 closed out — a net gain of 4 holders — while 9 added to existing stakes and 12 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $339K. The largest seller was Susquehanna International Group, cutting an estimated $224K.

  • 41 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q3 2025, up from 37 in Q2 2025.
  • Funds reported $19.7M of Invesco Zacks Multi-Asset Income ETF stock for Q3 2025, up 3.9% quarter-over-quarter.
  • 6 funds opened new Invesco Zacks Multi-Asset Income ETF positions in Q3 2025 and 2 closed out, a net change of +4 holders.
  • The largest Invesco Zacks Multi-Asset Income ETF buyer in Q3 2025 was Citadel Advisors, an estimated $339K added.
  • The largest Invesco Zacks Multi-Asset Income ETF seller in Q3 2025 was Susquehanna International Group, an estimated $224K sold.

Based on aggregated 13F filings for Q3 2025.