Free Trial
→ Nvidia’s CEO: “This Will Be a Multitrillion-Dollar Industry.' (From Brownstone Research) (Ad) Free CVY Stock Alerts

Invesco Zacks Multi-Asset Income ETF (CVY) Institutional Ownership

$26.02 -0.38 (-1.44%)
As of 02/21/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Invesco Zacks Multi-Asset Income ETF (NYSEARCA:CVY)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$3.85M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$139.78K
Get CVY Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco Zacks Multi-Asset Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

CVY Institutional Buying and Selling by Quarter

Invesco Zacks Multi-Asset Income ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Cetera Investment Advisers10,930$275K0.0%N/A0.242%
2/17/2025 Bank of America Corp DE14,427$363K0.0%-11.7%0.319%
2/13/2025 Raymond James Financial Inc.32,729$823K0.0%N/A0.724%
2/13/2025 Wells Fargo & Company MN25,336$637K0.0%-4.0%0.561%
2/11/2025 LPL Financial LLC61,167$1.54M0.0%+7.8%1.353%
2/10/2025 HBK Sorce Advisory LLC110,167$2.77M0.1%+0.6%2.437%
2/6/2025 Raymond James Financial Inc.32,729$823K0.0%N/A0.724%
2/5/2025 Cape Investment Advisory Inc.1,200$30K0.0%N/A0.027%
1/29/2025 MGB Wealth Management LLC66,548$1.67M0.5%+14.7%1.472%
11/13/2024 FMR LLC2,820$74K0.0%+47.8%0.062%
11/12/2024 MGB Wealth Management LLC58,037$1.52M0.5%-0.9%1.284%
8/8/2024 HBK Sorce Advisory LLC110,284$2.77M0.1%+2.7%2.440%
7/26/2024 Cambridge Investment Research Advisors Inc.68,643$1.72M0.0%+25.0%1.519%
7/10/2024 CWM LLC1,372$34K0.0%N/A0.030%
5/17/2024 Comerica Bank15,767$406K0.0%-11.3%0.349%
5/9/2024 HBK Sorce Advisory LLC107,434$2.76M0.1%+1.6%2.377%
4/25/2024 Cambridge Investment Research Advisors Inc.54,922$1.41M0.0%+277.1%1.215%
2/12/2024Focus Financial Network Inc. ADV12,763$303K0.0%N/A0.295%
2/2/2024 Atria Wealth Solutions Inc.12,972$308K0.0%+3.9%0.300%
1/25/2024 HBK Sorce Advisory LLC105,723$2.51M0.1%-2.6%2.442%
1/16/2024Raymond James Financial Services Advisors Inc.12,887$306K0.0%-4.8%0.298%
1/16/2024Raymond James & Associates14,779$351K0.0%-9.6%0.341%
11/16/2023 High Falls Advisors Inc11,083$243K0.1%-48.0%0.256%
11/8/2023 Sequoia Financial Advisors LLC19,975$438K0.0%-8.1%0.461%
11/8/2023 Atria Wealth Solutions Inc.12,480$274K0.0%N/A0.288%
11/6/2023 HBK Sorce Advisory LLC108,515$2.38M0.1%+3.3%2.506%
10/24/2023Raymond James Financial Services Advisors Inc.13,543$297K0.0%+4.5%0.313%
10/24/2023Raymond James & Associates16,355$359K0.0%-16.7%0.378%
10/24/2023 Cambridge Investment Research Advisors Inc.13,492$296K0.0%-3.6%0.312%
8/10/2023 Commonwealth Equity Services LLC91,425$1.96M0.0%-2.5%2.111%
8/8/2023 Balboa Wealth Partners9,564$205K0.1%-12.4%0.221%
8/4/2023 HBK Sorce Advisory LLC105,038$2.25M0.1%-52.6%2.345%
7/31/2023 LPL Financial LLC33,865$725K0.0%-28.0%0.756%
7/25/2023Raymond James & Associates19,625$420K0.0%-2.6%0.438%
7/13/2023 Cambridge Investment Research Advisors Inc.14,000$300K0.0%-8.0%0.313%
5/12/2023 Balboa Wealth Partners10,914$230K0.1%N/A0.237%
4/14/2023Raymond James Financial Services Advisors Inc.12,792$270K0.0%-31.2%0.278%
4/14/2023Raymond James & Associates20,147$425K0.0%+7.6%0.438%
2/7/2023 LPL Financial LLC31,576$668K0.0%+1.8%0.686%
10/25/2022Raymond James & Associates24,118$475K0.0%-15.3%0.501%
Elon Takes Aim at Social Security (Ad)

Elon Musk just dropped another bombshell... He revealed his DOGE organization has been taking aim at Social Security, finding what he says is widespread fraud across the agency.

>>Here are the NINE stocks everyone will wish they own once Elon moves.<<
10/25/2022Raymond James Financial Services Advisors Inc.18,796$370K0.0%+9.9%0.391%
8/15/2022 High Falls Advisors Inc32,657$670K0.2%-4.2%0.672%
8/9/2022 SeaCrest Wealth Management LLC1,200$25K0.0%N/A0.025%
8/2/2022 CX Institutional7,682$158K0.0%N/A0.158%
8/2/2022 Comerica Bank18,068$385K0.0%-7.3%0.372%
7/26/2022 Joseph P. Lucia & Associates LLC6,820$140K0.1%-6.8%0.139%
5/12/2022 Trustmark National Bank Trust Department29,340$703K0.1%N/A0.582%
5/4/2022 Advisor Group Holdings Inc.18,896$452K0.0%+34.1%0.375%
5/4/2022 Commonwealth Equity Services LLC9,366$224K0.0%N/A0.186%
5/2/2022 Steward Partners Investment Advisory LLC1,712$41K0.0%-24.6%0.034%
4/27/2022 Comerica Bank19,492$473K0.0%-5.3%0.387%
4/19/2022 Joseph P. Lucia & Associates LLC7,320$175K0.1%N/A0.140%
2/8/2022 CIBC Private Wealth Group LLC34,000$834K0.0%N/A0.651%
2/8/2022Raymond James & Associates26,285$645K0.0%-11.6%0.504%
2/3/2022 Cambridge Investment Research Advisors Inc.14,728$361K0.0%N/A0.282%
2/3/2022 Advisor Group Holdings Inc.14,093$346K0.0%+17.4%0.270%
12/8/2021 Moors & Cabot Inc.16,250$120K0.0%N/A0.308%
11/10/2021 Creative Planning18,517$440K0.0%-42.7%0.351%
11/5/2021 Moors & Cabot Inc.16,250$120K0.0%N/A0.308%
11/5/2021 Advisor Group Holdings Inc.12,005$285K0.0%-44.4%0.227%
11/2/2021Raymond James Financial Services Advisors Inc.22,760$541K0.0%+31.6%0.431%
11/2/2021Raymond James & Associates29,718$707K0.0%+59.4%0.563%
10/14/2021Enterprise Trust & Investment Co1,775$42K0.0%N/A0.034%
8/17/2021 Pacitti Group Inc.6,200$151K0.1%-6.8%0.115%
8/16/2021 Royal Bank of Canada30,163$737K0.0%-10.6%0.560%
8/13/2021 Steward Partners Investment Advisory LLC1,665$41K0.0%+117.6%0.031%
8/13/2021 LPL Financial LLC32,737$800K0.0%+3.1%0.607%
8/11/2021 Commonwealth Equity Services LLC11,152$272K0.0%-11.2%0.207%
8/11/2021 Susquehanna International Group LLP21,857$534K0.0%N/A0.406%
8/4/2021 Creative Planning32,321$791K0.0%N/A0.600%
8/2/2021 Advisor Group Holdings Inc.21,575$527K0.0%+122.6%0.400%
5/18/2021 Morgan Stanley101,338$2.35M0.0%-15.1%1.826%
5/17/2021 Royal Bank of Canada33,749$783K0.0%-6.1%0.608%
5/14/2021 High Falls Advisors Inc46,140$1.07M0.3%-33.0%0.831%
5/13/2021 Capital Advisors Ltd. LLC1,797$42K0.0%-33.1%0.032%
5/12/2021 UBS Group AG8,872$206K0.0%-38.8%0.160%
5/10/2021 Guardian Wealth Advisors LLC13,522$314K0.0%N/A0.244%
5/7/2021 Cambridge Investment Research Advisors Inc.9,161$213K0.0%-20.6%0.165%
4/28/2021 Comerica Bank20,691$496K0.0%+3.3%0.373%
4/26/2021 Hudock Inc.3,615$83K0.0%-16.2%0.064%
4/23/2021 Joseph P. Lucia & Associates LLC7,345$171K0.1%-6.7%0.131%
4/15/2021 CX Institutional8,183$190K0.0%-60.8%0.146%
3/26/2021 Susquehanna International Group LLP26,630$534K0.0%-73.4%0.458%
2/17/2021 Jane Street Group LLC112,175$2.25M0.0%N/A1.672%
2/16/2021 High Falls Advisors Inc68,868$1.38M0.4%-21.7%1.027%
2/13/2021 Tompkins Financial Corp6,050$84K0.0%N/A0.090%
2/12/2021 LPL Financial LLC32,142$645K0.0%-12.6%0.479%
2/10/2021 Capital Advisors Ltd. LLC2,687$54K0.0%-37.2%0.040%
2/9/2021 Wells Fargo & Company MN17,331$348K0.0%-18.2%0.258%
2/5/2021NEXT Financial Group Inc1,530$31K0.0%-38.6%0.023%
Nvidia’s CEO: “This Will Be a Multitrillion-Dollar Industry." (Ad)

If you missed out on the big boom in Nvidia… Listen up, because according to Nvidia's own CEO… Elon Musk’s new technology could help launch an entirely new multitrillion-dollar industry.

You MUST act before March 17th.
2/4/2021 Cambridge Investment Research Advisors Inc.11,539$231K0.0%-21.9%0.172%
(Data available from 1/1/2016 forward)

CVY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CVY shares?

During the previous two years, 20 institutional investors and hedge funds held shares of Invesco Zacks Multi-Asset Income ETF. The most heavily invested institutionals were HBK Sorce Advisory LLC ($2.77M), Commonwealth Equity Services LLC ($1.96M), Cambridge Investment Research Advisors Inc. ($1.72M), MGB Wealth Management LLC ($1.67M), LPL Financial LLC ($1.54M), Raymond James Financial Inc. ($823K), and Wells Fargo & Company MN ($637K).Learn more on CVY's institutional investors.

Which institutional investors have been buying Invesco Zacks Multi-Asset Income ETF stock?

Of the 14 institutional investors that purchased Invesco Zacks Multi-Asset Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($65.46K), Cambridge Investment Research Advisors Inc. ($54.08K), Atria Wealth Solutions Inc. ($12.97K), Focus Financial Network Inc. ADV ($12.76K), Cetera Investment Advisers ($10.93K), Balboa Wealth Partners ($10.91K), and HBK Sorce Advisory LLC ($8.66K).

How much institutional buying is happening at Invesco Zacks Multi-Asset Income ETF?

Institutional investors have bought a total of 194,182 shares in the last 24 months. This purchase volume represents approximately $4.79M in transactions.

Which Invesco Zacks Multi-Asset Income ETF major shareholders have been selling company stock?

Of the 13 institutional investors that sold Invesco Zacks Multi-Asset Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: HBK Sorce Advisory LLC ($119.40K), LPL Financial LLC ($13.20K), High Falls Advisors Inc ($10.25K), Raymond James Financial Services Advisors Inc. ($6.45K), Raymond James & Associates ($5.37K), Commonwealth Equity Services LLC ($2.38K), and Comerica Bank ($2.01K).

How much institutional selling is happening at Invesco Zacks Multi-Asset Income ETF?

Institutional investors have sold a total of 167,366 shares in the last 24 months. This volume of shares sold represents approximately $3.62M in transactions.


Related Companies

This page (NYSEARCA:CVY) was last updated on 2/22/2025 by MarketBeat.com Staff
From Our Partners
Ex-CIA Advisor: Trump 2.0 Could “Send Gold to $10,000”
Experts forecast gold's price racing to $4,000… and an ex-CIA advisor predicts we'll see gold hit $10,000. ...
Colonial Metals | Sponsored
Alert: DOGE goes live
"It's Elon's world, and the rest of us live in it." Every investor in America is trying to figure out what ...
Altimetry | Sponsored
Is Starlink Set For The Largest IPO In History?
He turned PayPal from a tiny, off-the-radar startup… to a massive $64 billion giant. Then, he did it again ...
Paradigm Press | Sponsored
This Crypto Is Set to Explode in February
It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this su...
Crypto 101 Media | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Buy this AI Stock Before Elon’s Announcement
With Trump back in office, xAI is primed to become the leader in generative AI, leaving competitors in the dus...
InvestorPlace | Sponsored
Buy NVDA Now?
After weeks of volatility, did President Trump just turn Nvidia (NVDA) into a raging BUY? The beloved chip...
Chaikin Analytics | Sponsored
Nvidia’s Next Big Move Comes on Feb. 26
Nvidia isn't the only company that benefits greatly from these earnings calls. That's because a handful of ...
Weiss Ratings | Sponsored