Who Owns INVESCO EXCHANGE TRADED FD T (CVY)? -- Institutional Holders (2026-03-31)
48 institutions reported holding $18.4M of INVESCO EXCHANGE TRADED FD T (CVY) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($4.4M), HBK Sorce Advisory LLC ($2.6M), Kestra Advisory Services, LLC ($2.4M), LPL Financial LLC ($2.1M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($1.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $4.4M | 161,313 | Added |
| 2 | HBK Sorce Advisory LLC | $2.6M | 89,834 | Trimmed |
| 3 | Kestra Advisory Services, LLC | $2.4M | 87,827 | Added |
| 4 | LPL Financial LLC | $2.1M | 76,279 | Trimmed |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 51,408 | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $993,000 | 36,679 | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $955,175 | 35,284 | Added |
| 8 | WELLS FARGO & COMPANY/MN | $664,437 | 24,544 | Trimmed |
| 9 | TRUSTMARK BANK TRUST DEPARTMENT | $604,764 | 22,340 | Hold |
| 10 | OSAIC HOLDINGS, INC. | $576,347 | 21,287 | Added |
| 11 | BANK OF AMERICA CORP /DE/ | $368,937 | 13,629 | Trimmed |
| 12 | Haverford Trust Co | $243,232 | 8,985 | New |
| 13 | CITADEL ADVISORS LLC | $231,862 | 8,565 | Trimmed |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $218,641 | 8,077 | New |
| 15 | FIFTH THIRD BANCORP | $145,479 | 5,374 | New |
| 16 | FMR LLC | $92,561 | 3,419 | Added |
| 17 | Rockefeller Capital Management L.P. | $74,527 | 2,753 | Added |
| 18 | UBS Group AG | $62,940 | 2,325 | Trimmed |
| 19 | HARBOUR INVESTMENTS, INC. | $50,162 | 1,853 | Added |
| 20 | EverSource Wealth Advisors, LLC | $27,396 | 1,012 | Hold |
| 21 | PRIVATE TRUST CO NA | $27,071 | 1,000 | Hold |
| 22 | Royal Bank of Canada | $27,000 | 1,007 | Hold |
| 23 | PNC Financial Services Group, Inc. | $26,963 | 996 | Hold |
| 24 | JPMORGAN CHASE & CO | $23,181 | 869 | Trimmed |
| 25 | Dunhill Financial, LLC | $20,303 | 750 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31