CVY icon

Invesco Zacks Multi-Asset Income ETF
CVY

26.45 USD
+0.12
0.46%
At close Jan 21, 4:00 PM EST
1 day
0.46%
5 days
3.04%
1 month
6.22%
3 months
1.38%
6 months
1.46%
Year to date
4.22%
1 year
13.23%
5 years
14.11%
10 years
19.58%
0
Funds holding %
of 6,823 funds
–
Analysts bullish %

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

0.7% less ownership

Funds ownership: 6.11% [Q2] → 5.41% (-0.7%) [Q3]

8% less capital invested

Capital invested by funds: $20M [Q2] → $18.4M (-$1.59M) [Q3]

10% less funds holding

Funds holding: 39 [Q2] → 35 (-4) [Q3]

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

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Research analyst outlook

We haven’t received any recent analyst ratings for CVY.

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Financial journalist opinion

Positive
Seeking Alpha
2 months ago
CVY: A Multi-Asset ETF With Significant Opportunity Cost
The Invesco Zacks Multi-Asset Income ETF is rated a sell due to significant long-term underperformance, exposing investors to high volatility and opportunity costs. CVY has a high expense ratio of over 1%, which detracts from returns, and while it offers a dividend yield of over 4%, the sustainability of these dividends is questionable. The fund has historically failed to provide downside protection during market downturns, demonstrating greater declines than the S&P 500, making it a less attractive option for investors seeking stability.
CVY: A Multi-Asset ETF With Significant Opportunity Cost
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