CVY

Invesco Zacks Multi-asset In

-$745.4K

Net Activity

Institutions Holding

43

Popularity Rank

#6368

Avg Weight

0.00%

Total Value

$18.4M

Ownership Trend

43 institutions currently hold CVY, with 16 net buyers and 14 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

14

Net Buying Institutions

16

Key Holders

Key Holders

Top 5 by Value

MS
Morgan Stanley
$4.4M
HS
HBK Sorce Advisory LLC
$2.6M
KA
Kestra Advisory Services, LLC
$2.4M
LF
LPL Financial LLC
$2.1M
SI
Susquehanna International Group, LLP
$1.4M

Top 5 by Conviction

HS
HBK Sorce Advisory LLC
0.05%
TB
Trustmark Bank Trust Department
0.04%
KA
Kestra Advisory Services, LLC
0.01%
MS
Morgan Stanley
0.00%
LF
LPL Financial LLC
0.00%
View all 43 holding institutions

Quarterly Activity

Recent Activity

+$10.5M

Total Buy Value

$11.0M

Total Sell Value

New buy4
Trim10
Add12
Sold out4

16

Net Buyers

14

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding INVESCO ZACKS MULTI-ASSET IN (CVY)?
Major stakeholders currently include Morgan Stanley ($4.4M), HBK Sorce Advisory LLC ($2.6M), Kestra Advisory Services, LLC ($2.4M). Based on the latest 13F filings, there are a total of 43 tracked investment funds and institutions maintaining positions in CVY.
What is the overall institutional sentiment toward CVY recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $745.4K, driven by 16 managers accumulating shares while 14 reduced their exposure.
Which institutions have been selling or reducing their CVY positions?
In the latest period, 10 funds trimmed their holdings, and 4 managers completely exited their positions. The aggregate reported sell value was $11.0M.
Are there any notable investors adding CVY to their portfolios?
Yes, buying activity remains notable. 4 institutions opened new positions in {ticker}, and 12 existing holders added to their shares. The total reported buy value for the quarter amounted to $10.5M.

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