CVY icon

Invesco Zacks Multi-Asset Income ETF

65 hedge funds and large institutions have $85.2M invested in Invesco Zacks Multi-Asset Income ETF in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+2
Holders Change %
+3.17%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
10
Reduced
28
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TNBTD
26
Trustmark National Bank Trust Department
Mississippi
$297K -$48.4K -2,340 -14%
IA
27
IFP Advisors
Florida
$287K -$43K -2,076 -13%
Stifel Financial
28
Stifel Financial
Missouri
$275K -$14K -672 -5%
Jane Street
29
Jane Street
New York
$273K -$894K -43,174 -77%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$265K -$3.62K -175 -1%
TSS
31
Two Sigma Securities
New York
$253K -$14.4K -696 -5%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$245K -$498K -24,075 -67%
RMAM
33
Raab & Moskowitz Asset Management
New Jersey
$230K -$37.1K -1,800 -14%
CAN
34
Cetera Advisor Networks
California
$227K -$16.4K -789 -7%
FAAS
35
First Allied Advisory Services
California
$225K +$225K +10,869 New
GI
36
Gradient Investments
Minnesota
$160K +$1.53K +74 +1%
HI
37
Hudock Inc
Pennsylvania
$144K
WTC
38
WhitTier Trust Company
Nevada
$125K -$51.7K -2,500 -29%
AG
39
Advisor Group
Arizona
$94K -$455K -22,077 -83%
BKA
40
Brick & Kyle Associates
Pennsylvania
$57K
SBL
41
Sargent Bickham Lagudis
Colorado
$39K +$39K +1,880 New
BCI
42
Brinker Capital Investments
Pennsylvania
$37K
NFG
43
Next Financial Group
Texas
$36K -$196K -9,344 -84%
WA
44
WFG Advisors
Texas
$36K -$17.9K -870 -33%
SNT
45
Security National Trust
West Virginia
$29K
TWA
46
TCI Wealth Advisors
Arizona
$26K
ZB
47
Zions Bancorporation
Utah
$21K
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$21K
PB
49
Pinnacle Bancorp
Nebraska
$21K +$21K +1,000 New
GRP
50
Global Retirement Partners
California
$18K