CVY Institutional Ownership
Invesco Zacks Multi-Asset Income ETF
1W: -0.7%
1M: -6.9%
3M: -3.0%
YTD: +6.0%
1Y: +6.5%
3Y: +42.6%
5Y: +43.0%
$28.61
+0.13 (+0.47%)
Weekly Expected Move ±1.2%
$28
$28
$29
$29
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Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — CVY
51
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
23M
Total Invested
7
New Positions
12
Increased
16
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (54 total)
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| Beacon Pointe Advisors, LLC | 66,212 | 2M |
| Fifth Third Securities, Inc. | 8,029 | 230K |
| MERCER GLOBAL ADVISORS INC /ADV | 2,840 | 81K |
| Cape Investment Advisory, Inc. | 1,200 | 34K |
| Institute for Wealth Management, LL | 210 | 6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 200 | 6K |
| Golden State Wealth Management, LLC | 3 | 0K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 87,896 | 3M |
| CITADEL ADVISORS LLC | 8,565 | 245K |
| ENVESTNET ASSET MANAGEMENT INC | 8,077 | 231K |
| Dunhill Financial, LLC | 750 | 21K |
| Legacy Wealth Managment, LLC/ID | 243 | 7K |
| Jessup Wealth Management, Inc | 240 | 7K |
| MAI Capital Management | 130 | 4K |
| 1620 INVESTMENT ADVISORS, INC. | 85 | 2K |
| SIMPLEX TRADING, LLC | 11 | 0K |
| Western Wealth Management, LLC | 3 | 0K |
| CITIGROUP INC | 1 | 0K |
Biggest Increases (12)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +34,167 | +66.5% | 85,575 |
| LPL Financial LLC | +6,889 | +9.0% | 83,168 |
| RAYMOND JAMES FINANCIAL INC | +4,311 | +12.2% | 39,595 |
| Cambridge Investment Research Advis | +1,981 | +5.4% | 38,660 |
| Kestra Advisory Services, LLC | +1,298 | +1.5% | 89,125 |
| MORGAN STANLEY | +796 | +0.5% | 162,109 |
| ROYAL BANK OF CANADA | +434 | +43.1% | 1,441 |
| BANK OF AMERICA CORP /DE | +377 | +2.8% | 14,006 |
| Rockefeller Capital Management L.P. | +20 | +0.7% | 2,773 |
| WELLS FARGO & COMPANY/MN | +15 | +0.1% | 24,559 |
| Financial Perspectives, Inc | +7 | +1.6% | 441 |
| ST GERMAIN D J CO INC | +3 | +1.8% | 170 |
Biggest Decreases (8)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| HBK Sorce Advisory LLC | -2,940 | -3.3% | 86,894 |
| OSAIC HOLDINGS, INC. | -1,769 | -8.3% | 19,518 |
| UBS Group AG | -1,715 | -73.8% | 610 |
| Haverford Trust Co | -757 | -8.4% | 8,228 |
| Steward Partners Investment Advisor | -474 | -69.8% | 205 |
| FMR LLC | -219 | -6.4% | 3,200 |
| JPMORGAN CHASE & CO | -27 | -3.1% | 842 |
| CX Institutional | -24 | -4.7% | 486 |