Invesco Zacks Multi-Asset Income ETF
CVY
43 hedge funds and large institutions have $18.4M invested in Invesco Zacks Multi-Asset Income ETF in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 4 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 9
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
0.65% less ownership
Funds ownership: 16.72% → 16.06% (-0.65%)
4% less capital invested
Capital invested by funds: $19.1M → $18.4M (-$745K)
7% less funds holding
Funds holding: 46 → 43 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$2.39M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$841K |
| 3 |
Morgan Stanley
New York
|
+$456K |
| 4 |
HTC
Haverford Trust Company
Radnor,
Pennsylvania
|
+$250K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$225K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.36M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$365K |
| 3 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$328K |
| 4 |
LPL Financial
San Diego,
California
|
-$140K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$54.1K |
CVY Hedge Fund Activity: Q1 2026 in Review
43 of the 8,191 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q1 2026, worth a combined $18.4M — down 3.9% from $19.1M a quarter earlier.
Fund positioning in CVY was balanced in Q1 2026: 4 funds opened new positions, 4 closed out, 12 added to existing stakes and 9 trimmed.
The largest buyer was Kestra Advisory Services, adding an estimated $2.39M. The largest seller was Commonwealth Equity Services, exiting entirely with an estimated $2.36M sold.
- 43 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q1 2026, down from 46 in Q4 2025.
- Funds reported $18.4M of Invesco Zacks Multi-Asset Income ETF stock for Q1 2026, down 3.9% quarter-over-quarter.
- 4 funds opened new Invesco Zacks Multi-Asset Income ETF positions in Q1 2026 and 4 closed out, a net change of 0 holders.
- The largest Invesco Zacks Multi-Asset Income ETF buyer in Q1 2026 was Kestra Advisory Services, an estimated $2.39M added.
- The largest Invesco Zacks Multi-Asset Income ETF seller in Q1 2026 was Commonwealth Equity Services, an estimated $2.36M sold.
Based on aggregated 13F filings for Q1 2026.