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Invesco Zacks Multi-Asset Income ETF

36 hedge funds and large institutions have $18.3M invested in Invesco Zacks Multi-Asset Income ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
36
Holders Change
Holders Change %
0%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$3.5M 135,768 +12,921 +11%
HSA
2
HBK Sorce Advisory
Pennsylvania
$2.65M 102,709 -4,694 -4%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.33M 90,217 +14 +0%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.13M 82,653 +888 +1%
LPL Financial
5
LPL Financial
California
$1.92M 74,619 +12,811 +21%
MWM
6
MGB Wealth Management
Texas
$1.72M 66,548
Raymond James Financial
7
Raymond James Financial
Florida
$835K 32,409 -984 -3%
Wells Fargo
8
Wells Fargo
California
$711K 27,580 +4,363 +19%
Osaic Holdings
9
Osaic Holdings
Arizona
$690K 27,268 +13,410 +97%
TNBTD
10
Trustmark National Bank Trust Department
Mississippi
$576K 22,340
Bank of America
11
Bank of America
North Carolina
$374K 14,519 -2,303 -14%
Comerica Bank
12
Comerica Bank
Texas
$343K 13,312 -2,428 -15%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$60.1K 2,332 -255 -10%
UBS Group
14
UBS Group
Switzerland
$56.7K 2,200 +61 +3%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$51.6K 2,005 -51 -2%
CIA
16
Cape Investment Advisory
Georgia
$30.9K 1,200
HI
17
Harbour Investments
Wisconsin
$29.2K 1,132
EWA
18
EverSource Wealth Advisors
Alabama
$26.8K 1,040
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$26K 1,007 +36 +4%
PTC
20
Private Trust Company
Ohio
$25.8K 1,000
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$25.7K 996
DF
22
Dunhill Financial
United Kingdom
$19.3K 750 +750 New
SPIA
23
Steward Partners Investment Advisory
New York
$17.5K 679
AssetMark Inc
24
AssetMark Inc
California
$17.1K 663
CAL
25
Capital Advisors Ltd
Ohio
$17K 647