Invesco Zacks Multi-asset In
$30.81+0.3%
+$3.5M
Net Activity
+15.33% total shares
Institutions Holding
43
Popularity Rank
#6558
Avg Weight
0.00%
Total Value
$22.5M
43 institutions currently hold CVY, with 19 net buyers and 16 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
16
Net Buying Institutions
19
Top 5 by Value
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Across its top 20 institutional holders, CVY's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 6/100, avg. turnover score 19/100).
CVY ranks #6558 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
43 institutions disclose a position in CVY, but none treat it as a major bet — even HBK Sorce Advisory LLC, its most concentrated holder, allocates just 0.1% of its own portfolio to it.
Kestra Advisory Services, LLC has added to its CVY position for two straight quarters, increasing it by $2.5M to reach $2.6M today.
UBS Group AG has trimmed its CVY position for two straight quarters, cutting it by $47.6K while still holding $17.6K.
CVY is up 0.3% today, and institutions have been net buyers of $3.5M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$3.7M
Total Buy Value
$948.7K
Total Sell Value
19
Net Buyers
16
Net Sellers
CVY
Q2 2026
Top 5 Institutional Movers
+$1.9M
+$333.2K
+$307.5K
-$231.9K
CVY does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
46137Y500
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3230 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2972 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,923
Total reported value
$485.0B
Held by 4923 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,839
Total reported value
$1.5T
Held by 4839 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,763
Total reported value
$1.2T
Held by 4763 institutions — one of the most-tracked stocks on AlphaSMO
Access CVY's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/CVYCLI
npx alphasmo stocks get CVY