Who owns CVY?
Invesco Zacks Multi-Asset Income ETF · Invesco
42 institutions reported holding CVY, worth $23.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CVY
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $4.7M | 162,109 | +796 shares |
| HBK Sorce Advisory LLC | Erie, PA | $2.6M | 86,894 | −2,940 shares |
| Kestra Advisory Services, LLC | Austin, TX | $2.6M | 89,125 | +1,298 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $2.5M | 85,575 | +34,167 shares |
| LPL Financial LLC | Fort Mill, SC | $2.4M | 83,168 | +6,889 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $2.2M | 77,320 | +40,641 shares |
| Beacon Pointe Advisors, LLC | Newport Beach, CA | $1.9M | 66,212 | New position |
| Raymond James Financial Inc. | St. Petersburg, FL | $1.1M | 39,595 | +4,311 shares |
| Wells Fargo & Company | San Francisco, CA | $708K | 24,559 | +15 shares |
| Trustmark Bank Trust Department | Jackson, MS | $644K | 22,340 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns CVY?
42 institutional managers reported holding CVY in Form 13F filings for June 30, 2026, worth $23.6M in total. The largest reported position was held by Morgan Stanley, at $4.7M.
Did institutions buy or sell CVY last quarter?
Reported 13F value rose 28.3% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 8 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CVY ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.