Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exchange Traded Fd T (CVY)

43 + Investors. Track Smart Money conviction in CVY. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
56%

Smart Money Signals — CVY

Based on 43 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
43 hedge funds hold CVY right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

20 buying16 selling
Last quarter: 20 funds bought or added vs 16 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 6 → 5 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 23% medium ■ 19% new
25 out of 43 hedge funds have held CVY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~8 new funds/quarter

4 → 6 → 6 → 5 → 8 new funds/Q
New funds entering each quarter: 6 → 6 → 5 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 63% veterans vs 21% newcomers

■ 63% veterans ■ 16% 1-2yr ■ 21% new
Entry-cohort mix of 43 holders: 27 (63%) are 2+ year veterans, 7 entered 1–2 years ago, and 9 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
11 of 43 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CVY

In 2026 Q2, 20 hedge funds were net buyers of CVY (8 opened a new position, 12 added to an existing one), while 16 reduced or exited (8 trimmed, 8 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 39% of total institutional value in CVY is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 43.

Hedge Fund Ownership: CVY

How many hedge funds hold CVY — quarterly history vs. share price
Quarterly hedge fund ownership of CVY vs. share price

Market Analysis: CVY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CVY

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: CVY
43 + Investors

Track Smart Money conviction in CVY. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 43 43 -
13F Shares 776K 674K 15.21%
Total Value $21M $17M 23.56%
New Positions 8 5 +3
Increased Positions 12 13 -1
Closed Positions 8 7 +1
Reduced Positions 8 8 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CVY

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Institutional Holders (2026 Q2)

43 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CVY. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CVY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 HBK Sorce Advisory LLC 0.05% 86,894 $2.6M
2 Trustmark Bank Trust Department 0.04% 22,340 $644K
3 Fifth Third Securities, INC. 0.01% 8,029 $232K
4 Cape Investment Advisory, Inc. 0.01% 1,200 $35K
5 Beacon Pointe Advisors, LLC 0.01% 66,212 $1.9M
6 Kestra Advisory Services, LLC 0.01% 89,125 $2.6M
7 Financial Perspectives, Inc 0.00% 441 $13K
8 Private Trust Co NA 0.00% 1,000 $29K
9 Haverford Trust Co 0.00% 8,228 $237K
10 EverSource Wealth Advisors, LLC 0.00% 1,012 $29K
11 Harbour Investments, INC. 0.00% 1,853 $53K
12 Osaic Holdings, INC. 0.00% 19,518 $563K
13 Rothschild Investment LLC 0.00% 600 $17K
14 LPL Financial LLC 0.00% 83,168 $2.4M
15 Institute for Wealth Management, LLC. 0.00% 210 $6K
16 Raymond James Financial Inc 0.00% 39,595 $1.1M
17 Fifth Third Bancorp 0.00% 5,374 $155K
18 Morgan Stanley 0.00% 162,109 $4.7M
19 Geneos Wealth Management Inc. 0.00% 400 $12K
20 Susquehanna International Group, LLP 0.00% 85,575 $2.5M
21 Ameritas Investment Partners, Inc. 0.00% 250 $7K
22 St Germain D J Co Inc 0.00% 170 $5K
23 DHJJ Financial Advisors, Ltd. 0.00% 18 —
24 Larson Financial Group LLC 0.00% 190 $5K
25 Rockefeller Capital Management L.P. 0.00% 2,773 $80K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Invesco Exchange Traded Fd T (CVY)

What does the Smart Money Trend signal show for CVY?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for CVY?

Slight buying edge — 56% buying: Last quarter: 20 funds bought or added vs 16 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CVY holders?

Strong quality — 39% AUM from major funds: 11 of 43 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CVY?

58% of holders stayed for 2+ years: 25 out of 43 hedge funds have held CVY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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