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Invesco Zacks Multi-Asset Income ETF
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Overview Fund Activity

69 hedge funds and large institutions have $87.3M invested in Invesco Zacks Multi-Asset Income ETF in 2016 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 28 reducing their positions, and 8 closing their positions.

Holders
69
Holders Change
-2
Holders Change %
-2.82%
% of All Funds
1.84%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
7
Increased
20
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$2.58M
2
Wells Fargo
2
Wells Fargo
California
$5.34M
3
VKH
3
Virtu KCG Holdings
New York
$1.13M
4
IA
4
IFP Advisors
Florida
$413K
5
Citigroup
5
Citigroup
New York
$878K

Top Sellers

1
ECM
1
ETrade Capital Management
Virginia
$0
2
LPL Financial
2
LPL Financial
California
$3.57M
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.73M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.84M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$781K
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
26
MSI Financial Services
Massachusetts
$623K +$55.7K +2,939 +10%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$604K +$12.3K +648 +2%
Goldman Sachs
28
Goldman Sachs
New York
$584K +$872 +46 +0.1%
TNBTD
29
Trustmark National Bank Trust Department
Mississippi
$548K -$138K -7,250 -20%
AG
30
Advisor Group
Arizona
$525K +$525K +27,763 New
IA
31
IFP Advisors
Florida
$413K +$401K +21,183 +3,336%
BCI
32
Brinker Capital Investments
Pennsylvania
$412K +$20.6K +1,089 +5%
RMAM
33
Raab & Moskowitz Asset Management
New Jersey
$408K -$51.1K -2,700 -11%
CCP
34
Cardan Capital Partners
Colorado
$396K +$27.4K +1,445 +7%
Citadel Advisors
35
Citadel Advisors
Florida
$392K +$134K +7,065 +52%
CAL
36
Capital Advisors Ltd
Ohio
$369K – – –
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$305K -$88.5K -4,664 -22%
Stifel Financial
38
Stifel Financial
Missouri
$274K -$474 -25 -0.2%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$264K -$80K -4,216 -23%
TSS
40
Two Sigma Securities
New York
$256K +$256K +13,507 New
CAN
41
Cetera Advisor Networks
California
$232K – – –
HWM
42
Highwater Wealth Management
Colorado
$195K +$195K +10,285 New
GHA
43
GW Henssler & Associates
Georgia
$194K +$194K +10,225 New
WAP
44
Wealthcare Advisory Partners
Pennsylvania
$189K +$189K +9,998 New
WTC
45
WhitTier Trust Company
Nevada
$162K – – –
GI
46
Gradient Investments
Minnesota
$160K -$35.2K -1,858 -18%
KF
47
Krilogy Financial
Missouri
$150K -$5.56K -294 -4%
HI
48
Hudock Inc
Pennsylvania
$131K -$3.76K -200 -3%
NFG
49
Next Financial Group
Texas
$89K -$22.2K -1,187 -20%
WA
50
WFG Advisors
Texas
$76K +$303 +16 +0.4%
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