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Invesco Zacks Multi-Asset Income ETF
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Overview Fund Activity

68 hedge funds and large institutions have $73.3M invested in Invesco Zacks Multi-Asset Income ETF in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
14
Increased
13
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.08M
2
LPL Financial
2
LPL Financial
California
$5.06M
3
Wells Fargo
3
Wells Fargo
California
$3.08M
4
HFA
4
High Falls Advisors
New York
$270K
5
FA
5
Fortis Advisors
Pennsylvania
$140K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.25M
2
UBS Group
2
UBS Group
Switzerland
$4.29M
3
UCFA
3
United Capital Financial Advisors
Texas
$219K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$991K
5
TSS
5
Two Sigma Securities
New York
$348K
Name Holding Trade Value Shares
Change 		Shares
Change %
CCWA
26
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$461K -$71.4K -3,188 -13%
TSS
27
Two Sigma Securities
New York
$348K -$284K -12,669 -45%
SFA
28
Sequoia Financial Advisors
Ohio
$335K – – –
CAL
29
Capital Advisors Ltd
Ohio
$334K – – –
TNBTD
30
Trustmark National Bank Trust Department
Mississippi
$310K +$6.73K +300 +2%
IFWM
31
Institute for Wealth Management
Colorado
$286K +$4.76K +210 +2%
HFA
32
High Falls Advisors
New York
$270K +$270K +12,052 New
APA
33
American Portfolios Advisors
New York
$252K +$252K +11,256 New
RJFSA
34
Raymond James Financial Services Advisors
Florida
$223K -$1.95K -87 -0.9%
NFG
35
Next Financial Group
Texas
$223K – – –
UCFA
36
United Capital Financial Advisors
Texas
$219K -$520K -23,224 -70%
IA
37
IFP Advisors
Florida
$219K -$11K -490 -5%
WWM
38
Wagner Wealth Management
South Carolina
$218K +$218K +9,515 New
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$206K -$8.61K -385 -4%
HI
40
Hudock Inc
Pennsylvania
$156K – – –
FA
41
Fortis Advisors
Pennsylvania
$140K +$140K +6,250 New
WTC
42
WhitTier Trust Company
Nevada
$136K – – –
GI
43
Gradient Investments
Minnesota
$62K +$62K +2,777 New
CA
44
Calton & Associates
Florida
$60K +$60K +2,597 New
AG
45
Advisor Group
Arizona
$56K -$40.7K -1,825 -42%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$42K +$20.1K +910 +91%
BCI
47
Brinker Capital Investments
Pennsylvania
$40K – – –
RFC
48
Regions Financial Corp
Alabama
$35K +$35K +1,560 New
SNT
49
Security National Trust
West Virginia
$32K – – –
CPIG
50
Chicago Partners Investment Group
Illinois
$30K – – –
1
2
3