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Invesco Zacks Multi-Asset Income ETF
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Overview Fund Activity

65 hedge funds and large institutions have $66.3M invested in Invesco Zacks Multi-Asset Income ETF in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 23 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+1
Holders Change %
+1.56%
% 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
6
Increased
13
Reduced
23
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$4.84M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.36M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$1.64M
4
TSS
4
Two Sigma Securities
New York
$611K
5
LPL Financial
5
LPL Financial
California
$4.63M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$716K
2
Bank of America
2
Bank of America
North Carolina
$10.9M
3
UBS Group
3
UBS Group
Switzerland
$4.7M
4
Wells Fargo
4
Wells Fargo
California
$2.71M
5
LI
5
Longer Investments
Arkansas
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
26
First Allied Advisory Services
California
$421K +$113K +5,223 +37%
SFA
27
Sequoia Financial Advisors
Ohio
$325K – – –
CAL
28
Capital Advisors Ltd
Ohio
$323K – – –
TNBTD
29
Trustmark National Bank Trust Department
Mississippi
$294K -$9.78K -450 -3%
IFWM
30
Institute for Wealth Management
Colorado
$264K -$103K -4,834 -28%
IA
31
IFP Advisors
Florida
$222K -$4.85K -224 -2%
VF
32
Virtu Financial
New York
$222K +$222K +10,214 New
CAN
33
Cetera Advisor Networks
California
$220K – – –
RJFSA
34
Raymond James Financial Services Advisors
Florida
$218K -$22.2K -1,022 -9%
Stifel Financial
35
Stifel Financial
Missouri
$217K -$42K -1,928 -16%
NFG
36
Next Financial Group
Texas
$216K +$179K +8,234 +479%
CBN
37
Cadence Bank NA
Texas
$209K +$209K +9,643 New
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$208K -$2.97K -137 -1%
HI
39
Hudock Inc
Pennsylvania
$151K – – –
WTC
40
WhitTier Trust Company
Nevada
$131K – – –
AG
41
Advisor Group
Arizona
$94K – – –
HFM
42
Hartford Financial Management
Connecticut
$54K +$54K +2,499 New
BCI
43
Brinker Capital Investments
Pennsylvania
$38K – – –
SNT
44
Security National Trust
West Virginia
$31K – – –
CPIG
45
Chicago Partners Investment Group
Illinois
$29K -$29K -1,320 -50%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$22K – – –
GRP
47
Global Retirement Partners
California
$18K – – –
AIP
48
Ameritas Investment Partners
Nebraska
$14K – – –
SEI Investments
49
SEI Investments
Pennsylvania
$12K +$12K +535 New
TWA
50
TCI Wealth Advisors
Arizona
$11K – – –
1
2
3