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Invesco Zacks Multi-Asset Income ETF
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Overview Fund Activity

80 hedge funds and large institutions have $356M invested in Invesco Zacks Multi-Asset Income ETF in 2013 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 9 closing their positions.

Holders
80
Holders Change
+1
Holders Change %
+1.27%
% of All Funds
2.59%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
12
Increased
36
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$17M
2
Deutsche Bank
2
Deutsche Bank
Germany
$20.7M
3
Bank of America
3
Bank of America
North Carolina
$34.1M
4
Wells Fargo
4
Wells Fargo
California
$23.6M
5
CWM
5
Cabot Wealth Management
Massachusetts
$3.49M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$24.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$29.5M
3
LW
3
Linscomb Wealth
Texas
$43.9M
4
PWM
4
ParenteBeard Wealth Management
Pennsylvania
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NPC
26
National Planning Corporation
California
$1.42M +$730K +30,392 +106%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.39M +$469K +19,762 +51%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$1.33M +$1.33M +56,014 New
CMP
29
Courage Miller Partners
Virginia
$1.32M +$896K +37,779 +214%
Ameriprise
30
Ameriprise
Minnesota
$1.24M +$343K +14,471 +38%
RIA
31
Regal Investment Advisors
Michigan
$1.22M -$87.5K -3,692 -7%
ICOA
32
Investment Centers of America
North Dakota
$1.15M +$329K +13,896 +40%
Citigroup
33
Citigroup
New York
$1.08M -$600K -25,314 -36%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$1.07M +$508K +21,426 +90%
GI
35
Gradient Investments
Minnesota
$936K -$147K -6,193 -14%
TC
36
Telemus Capital
Michigan
$864K +$864K +36,459 New
DFIM
37
Detwiler Fenton Investment Management
Massachusetts
$847K +$49.4K +2,082 +6%
CBN
38
Cadence Bank NA
Texas
$817K – – –
FAAS
39
First Allied Advisory Services
California
$730K +$272K +11,441 +59%
TNBTD
40
Trustmark National Bank Trust Department
Mississippi
$614K +$28.2K +1,190 +5%
VWM
41
Vector Wealth Management
Minnesota
$610K +$610K +25,747 New
VFS
42
VSR Financial Services
Kansas
$582K +$45.9K +1,935 +9%
SI
43
SII Investments
Wisconsin
$565K +$180K +7,609 +47%
CWM
44
Concert Wealth Management
California
$436K +$156K +6,562 +56%
KFS
45
KMS Financial Services
Washington
$385K +$385K +16,219 New
HSA
46
HBK Sorce Advisory
Pennsylvania
$366K -$197K -8,313 -35%
BRWA
47
B. Riley Wealth Advisors
Florida
$361K +$91.8K +3,870 +34%
AT
48
Arden Trust
Delaware
$286K +$286K +12,079 New
NAM
49
NTV Asset Management
West Virginia
$285K +$14.2K +600 +5%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$270K +$85.1K +3,584 +46%
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