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Invesco Zacks Multi-Asset Income ETF
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Overview Fund Activity

96 hedge funds and large institutions have $298M invested in Invesco Zacks Multi-Asset Income ETF in 2014 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 42 reducing their positions, and 11 closing their positions.

Holders
96
Holders Change
+4
Holders Change %
+4.35%
% of All Funds
2.56%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
17
Increased
23
Reduced
42
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Aviance Capital Management
Florida
$34.7M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$29.2M
3
ECM
3
ETrade Capital Management
Virginia
$6M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$2.32M
5
MFS
5
MSI Financial Services
Massachusetts
$1.22M

Top Sellers

1
NEPWA
1
New England Private Wealth Advisors
Massachusetts
$7.82M
2
Wells Fargo
2
Wells Fargo
California
$13M
3
LW
3
Linscomb Wealth
Texas
$12.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$23.2M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFM
26
Signet Financial Management
New Jersey
$1.98M +$1.98M +88,301 New
CAL
27
Capital Advisors Ltd
Ohio
$1.97M -$228K -10,205 -10%
VKH
28
Virtu KCG Holdings
New York
$1.94M -$7.4K -331 -0.4%
IAA
29
Ironsides Asset Advisors
North Carolina
$1.84M +$583K +26,082 +46%
TNBTD
30
Trustmark National Bank Trust Department
Mississippi
$1.65M +$328K +14,640 +25%
Ameriprise
31
Ameriprise
Minnesota
$1.49M -$80K -3,576 -5%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.37M -$1.22M -54,383 -47%
MFS
33
MSI Financial Services
Massachusetts
$1.22M +$746K +33,360 +159%
RIA
34
Regal Investment Advisors
Michigan
$1.14M +$42.6K +1,904 +4%
CCT
35
Country Club Trust
Missouri
$1.12M +$306K +13,700 +38%
Koshinski Asset Management
36
Koshinski Asset Management
Illinois
$1.02M +$1.02M +45,653 New
DFIM
37
Detwiler Fenton Investment Management
Massachusetts
$886K -$34.3K -1,532 -4%
TC
38
Telemus Capital
Michigan
$806K -$32.9K -1,472 -4%
RMAM
39
Raab & Moskowitz Asset Management
New Jersey
$740K +$63.2K +2,825 +9%
SI
40
SII Investments
Wisconsin
$710K -$128K -5,689 -15%
VNA
41
Valley National Advisers
Pennsylvania
$695K +$695K +28,047 New
Stifel Financial
42
Stifel Financial
Missouri
$650K -$481K -21,501 -43%
MPM
43
Meritage Portfolio Management
Kansas
$637K +$637K +28,460 New
Citadel Advisors
44
Citadel Advisors
Florida
$599K +$599K +26,760 New
US Bancorp
45
US Bancorp
Minnesota
$597K – – –
AIG
46
American International Group
New York
$526K -$166K -7,432 -24%
CBN
47
Cadence Bank NA
Texas
$515K -$124K -5,550 -19%
PSI
48
Pinnacle Summer Investments
Virginia
$498K +$182K +8,270 +58%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$497K -$69.4K -3,104 -12%
BCI
50
Brinker Capital Investments
Pennsylvania
$449K +$37.3K +1,665 +9%
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