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Invesco Zacks Multi-Asset Income ETF
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Overview Fund Activity

87 hedge funds and large institutions have $251M invested in Invesco Zacks Multi-Asset Income ETF in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-9
Holders Change %
-9.38%
% of All Funds
2.32%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
21
Reduced
41
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$18.1M
2
LI
2
Longer Investments
Arkansas
$10.6M
3
VKH
3
Virtu KCG Holdings
New York
$3.25M
4
Citigroup
4
Citigroup
New York
$1.49M
5
Jane Street
5
Jane Street
New York
$3.62M

Top Sellers

1
ACM
1
Aviance Capital Management
Florida
$22.8M
2
Deutsche Bank
2
Deutsche Bank
Germany
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.23M
4
AA
4
Ancora Advisors
Ohio
$241K
5
NEPWA
5
New England Private Wealth Advisors
Massachusetts
$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
26
Ironsides Asset Advisors
North Carolina
$1.78M -$36.4K -1,650 -2%
NPC
27
National Planning Corporation
California
$1.75M -$532K -23,572 -23%
Citigroup
28
Citigroup
New York
$1.49M +$1.27M +57,612 +570%
SFM
29
Signet Financial Management
New Jersey
$1.46M -$487K -22,062 -25%
CCT
30
Country Club Trust
Missouri
$1.34M +$234K +10,625 +21%
MFS
31
MSI Financial Services
Massachusetts
$1.24M +$37.4K +1,694 +3%
RIA
32
Regal Investment Advisors
Michigan
$1.17M +$49.3K +2,237 +4%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$1.16M -$185K -8,399 -14%
Ameriprise
34
Ameriprise
Minnesota
$1.03M -$440K -19,950 -30%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$779K +$779K +35,300 New
DFIM
36
Detwiler Fenton Investment Management
Massachusetts
$773K -$101K -4,563 -12%
TC
37
Telemus Capital
Michigan
$725K -$70.4K -3,191 -9%
RMAM
38
Raab & Moskowitz Asset Management
New Jersey
$723K -$6.62K -300 -0.9%
VNA
39
Valley National Advisers
Pennsylvania
$694K +$75K +3,399 +12%
US Bancorp
40
US Bancorp
Minnesota
$589K – – –
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$559K +$395K +17,906 +241%
Citadel Advisors
42
Citadel Advisors
Florida
$553K -$36.7K -1,667 -6%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$537K +$46.5K +2,106 +9%
PSI
44
Pinnacle Summer Investments
Virginia
$501K +$1.06K +48 +0.2%
SI
45
SII Investments
Wisconsin
$500K -$195K -8,859 -28%
AA
46
Apriem Advisors
California
$484K +$134K +6,050 +38%
CBN
47
Cadence Bank NA
Texas
$448K -$60.3K -2,732 -12%
BCI
48
Brinker Capital Investments
Pennsylvania
$444K +$1.76K +80 +0.4%
BW
49
Bison Wealth
Georgia
$425K +$485 +22 +0.1%
AIG
50
American International Group
New York
$394K -$125K -5,655 -24%
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