Who Owns Invesco Zacks Multi-Asset Income ETF (CVY)?Hedge Fund & Institutional Holders

$27.11-0.12 (-0.45%)Financial ServicesNYSE_ARCA

Institutional Holders

36

as of QNaN NaN

Total Institutional Value

$16.3T

% of Float Held

QoQ Change in Holders

+36 / -0

Price History

$22.24$23.89$25.54$27.19$28.84Sep 24Jun 25Mar 26

CVY — Biggest Institutional Buyers This Quarter

FundShares AddedValue% of Portfolio
MORGAN STANLEYNew123K$3.1T0.22%
HBK Sorce Advisory LLCNew107K$2.7T0.08%
COMMONWEALTH EQUITY SERVICES, LLCNew90K$2.3T3.24%
MGB Wealth Management, LLCNew67K$1.7T0.61%
LPL Financial LLCNew62K$1.6T0.61%
SUSQUEHANNA INTERNATIONAL GROUP, LLPNew40K$1.0T0.17%
RAYMOND JAMES FINANCIAL INCNew33K$847.9B0.32%
WELLS FARGO & COMPANY/MNNew23K$589.5B0.13%
TRUSTMARK BANK TRUST DEPARTMENTNew22K$567.2B0.04%
BANK OF AMERICA CORP /DE/New17K$426.0B0.03%
COMERICA BANKNew16K$399.6B1.68%
OSAIC HOLDINGS, INC.New14K$351.9B0.78%
Cetera Investment AdvisersNew11K$268.6B0.52%
JONES FINANCIAL COMPANIES LLLPNew2K$103.3B0.09%
UBS Group AGNew2K$54.3B0.01%

Top Institutional Holders(QNaN NaN)

#FundSharesValue% of PortfolioQoQ Share Change
1MORGAN STANLEY122,847$3.1T0.22%New
2HBK Sorce Advisory LLC107,403$2.7T0.08%New
3COMMONWEALTH EQUITY SERVICES, LLC90,203$2.3T3.24%New
4MGB Wealth Management, LLC66,548$1.7T0.61%New
5LPL Financial LLC61,808$1.6T0.61%New
6SUSQUEHANNA INTERNATIONAL GROUP, LLP40,348$1.0T0.17%New
7RAYMOND JAMES FINANCIAL INC33,393$847.9B0.32%New
8WELLS FARGO & COMPANY/MN23,217$589.5B0.13%New
9TRUSTMARK BANK TRUST DEPARTMENT22,340$567.2B0.04%New
10BANK OF AMERICA CORP /DE/16,822$426.0B0.03%New
11COMERICA BANK15,740$399.6B1.68%New
12OSAIC HOLDINGS, INC.13,858$351.9B0.78%New
13Cetera Investment Advisers10,578$268.6B0.52%New
14JONES FINANCIAL COMPANIES LLLP1,966$103.3B0.09%New
15UBS Group AG2,139$54.3B0.01%New
16Cape Investment Advisory, Inc.1,200$30.5B0.01%New
17HARBOUR INVESTMENTS, INC.1,132$28.7B0.00%New
18EverSource Wealth Advisors, LLC1,040$26.4B0.00%New
19PRIVATE TRUST CO NA1,000$25.4B0.00%New
20PNC FINANCIAL SERVICES GROUP, INC.996$25.3B0.01%New
21ROYAL BANK OF CANADA971$25.0B0.01%New
22Steward Partners Investment Advisory, LLC679$17.2B0.15%New
23ASSETMARK, INC663$16.8B0.05%New
24Geneos Wealth Management Inc.613$15.6B0.00%New
25Financial Perspectives, Inc417$10.6B0.00%New
26Ameritas Investment Partners, Inc.305$7.7B0.00%New
27MAI Capital Management125$3.2B0.02%New
281620 INVESTMENT ADVISORS, INC.85$2.2B0.00%New
29Cambridge Investment Research Advisors, Inc.81,765$2.1B0.01%New
30NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO70$1.8B0.00%New
31DHJJ Financial Advisors, Ltd.18$458.0M0.00%New
32Atria Wealth Solutions, Inc.13,040$331.0M0.00%New
33FMR LLC2,587$65.0M0.00%New
34Capital Advisors, Ltd. LLC647$16.0M0.00%New
35ROTHSCHILD INVESTMENT LLC600$15.0M0.00%New
36CX Institutional539$14.0M0.00%New

Similar Stocks by Institutional Ownership

As of QNaN NaN, 36 institutional investors hold CVY (Invesco Zacks Multi-Asset Income ETF). The largest holder is MORGAN STANLEY with $3.1T in shares. This quarter, 36 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own CVY?

As of QNaN NaN, 36 institutional investors report holding CVY (Invesco Zacks Multi-Asset Income ETF) in their 13F filings.

Who is the largest institutional holder of CVY?

The largest institutional holder of CVY is MORGAN STANLEY with $3.1T in shares.

Is institutional ownership of CVY increasing or decreasing?

This quarter, 36 institutions opened new positions in CVY and 0 closed their positions.