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Invesco Zacks Multi-Asset Income ETF
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Overview Fund Activity

75 hedge funds and large institutions have $129M invested in Invesco Zacks Multi-Asset Income ETF in 2015 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 35 reducing their positions, and 13 closing their positions.

Holders
75
Holders Change
-4
Holders Change %
-5.06%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
17
Reduced
35
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$24M
2
MPM
2
Meritage Portfolio Management
Kansas
$3.63M
3
UBS Group
3
UBS Group
Switzerland
$4.51M
4
Jane Street
4
Jane Street
New York
$2.49M
5
CCS
5
Crosspoint Capital Strategies
California
$1.14M

Top Sellers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.24M
2
RJA
2
Raymond James & Associates
Florida
$3.04M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$421K
4
LW
4
Linscomb Wealth
Texas
$3.22M
5
Morgan Stanley
5
Morgan Stanley
New York
$7.47M
Name Market Value Shares Shares
Change 		Shares
Change %
TNBTD
26
Trustmark National Bank Trust Department
Mississippi
$758K 41,686 -6,888 -14%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$662K 36,417 -13,503 -27%
Ameriprise
28
Ameriprise
Minnesota
$646K 34,750 -773 -2%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$641K 35,300 – –
HSA
30
HBK Sorce Advisory
Pennsylvania
$628K 34,538 +14,679 +74%
AA
31
Apriem Advisors
California
$618K 34,006 +3,162 +10%
MFS
32
MSI Financial Services
Massachusetts
$564K 31,010 -42,714 -58%
RMAM
33
Raab & Moskowitz Asset Management
New Jersey
$522K 28,750 -4,575 -14%
Goldman Sachs
34
Goldman Sachs
New York
$521K 28,636 +270 +1%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$483K 26,566 +15,914 +149%
PSI
36
Pinnacle Summer Investments
Virginia
$435K 23,964 +2,086 +10%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$425K 23,400 -270 -1%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$421K 23,163 -69,342 -75%
BCI
39
Brinker Capital Investments
Pennsylvania
$409K 22,499 +963 +4%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$399K 21,960 -3,132 -12%
CAL
41
Capital Advisors Ltd
Ohio
$354K 19,488 -40,145 -67%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$350K 19,266 -6,715 -26%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$346K 19,021 -2,037 -10%
IA
44
IFP Advisors
Florida
$313K 17,243 +17,243 New
Stifel Financial
45
Stifel Financial
Missouri
$306K 16,816 +1,505 +10%
Citadel Advisors
46
Citadel Advisors
Florida
$274K 15,088 -5,747 -28%
CAN
47
Cetera Advisor Networks
California
$247K 13,567 +200 +1%
GI
48
Gradient Investments
Minnesota
$236K 13,002 +67 +0.5%
NEPWA
49
New England Private Wealth Advisors
Massachusetts
$200K 11,017 -10,096 -48%
BW
50
Bison Wealth
Georgia
$189K 10,372 -525 -5%
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