CVY icon

Invesco Zacks Multi-Asset Income ETF
CVY

23.77 USD
+0.32
1.36%
At close Apr 17, 4:00 PM EDT
1 day
1.36%
5 days
4.39%
1 month
-7.26%
3 months
-9.72%
6 months
-9.93%
Year to date
-6.34%
1 year
-3.02%
5 years
60.39%
10 years
5.60%
0
Funds holding %
of 7,407 funds
–
Analysts bullish %

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

120% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 5

11% more funds holding

Funds holding: 35 [Q3] → 39 (+4) [Q4]

0.12% more ownership

Funds ownership: 5.41% [Q3] → 5.53% (+0.12%) [Q4]

1% less capital invested

Capital invested by funds: $18.4M [Q3] → $18.1M (-$275K) [Q4]

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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
5 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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