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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$352K |
| 2 |
Morgan Stanley
New York
|
+$182K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$53K |
| 4 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$37.2K |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$13.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$890K |
| 2 |
Jane Street
New York
|
-$246K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$160K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$94.4K |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
-$47.3K |
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.