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Invesco Zacks Multi-Asset Income ETF
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Overview Fund Activity

65 hedge funds and large institutions have $67.1M invested in Invesco Zacks Multi-Asset Income ETF in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 10 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+8
Holders Change %
+14.04%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
10
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LI
1
Longer Investments
Arkansas
$9.76M
2
Jane Street
2
Jane Street
New York
$856K
3
FAAS
3
First Allied Advisory Services
California
$442K
4
UBS Group
4
UBS Group
Switzerland
$4.73M
5
HFA
5
High Falls Advisors
New York
$657K

Top Sellers

1
MIAN
1
Mariner Independent Advisor Network
Kansas
$0
2
Wells Fargo
2
Wells Fargo
California
$2.35M
3
Morgan Stanley
3
Morgan Stanley
New York
$5.28M
4
ACG
4
Allen Capital Group
Nebraska
$5.84M
5
TSS
5
Two Sigma Securities
New York
$374K
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
26
Comerica Bank
Texas
$453K -$1.31K -59 -0.3%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$452K -$11.8K -537 -3%
FAAS
28
First Allied Advisory Services
California
$442K +$442K +20,072 New
Deutsche Bank
29
Deutsche Bank
Germany
$376K -$104K -4,756 -22%
TSS
30
Two Sigma Securities
New York
$374K -$339K -15,471 -48%
TC
31
Truvestments Capital
Florida
$344K +$344K +15,657 New
SFA
32
Sequoia Financial Advisors
Ohio
$313K +$313K +14,251 New
CAL
33
Capital Advisors Ltd
Ohio
$306K -$20.9K -952 -6%
CCWA
34
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$265K -$64.9K -2,962 -20%
NFG
35
Next Financial Group
Texas
$214K -$6.82K -310 -3%
APA
36
American Portfolios Advisors
New York
$208K -$35.3K -1,610 -15%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$202K +$202K +9,182 New
IA
38
IFP Advisors
Florida
$180K -$34.8K -1,580 -16%
HI
39
Hudock Inc
Pennsylvania
$152K – – –
WTC
40
WhitTier Trust Company
Nevada
$133K +$133K +6,050 New
AG
41
Advisor Group
Arizona
$55K – – –
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$42K +$42K +1,930 New
ML
43
McAdam LLC
Pennsylvania
$34K – – –
GWM
44
Geneos Wealth Management
Colorado
$34K +$34K +1,587 New
CWA
45
Clarus Wealth Advisors
Arizona
$33K +$33K +1,548 New
CI
46
CX Institutional
Indiana
$32K +$32K +1,471 New
SNT
47
Security National Trust
West Virginia
$31K – – –
SWM
48
SeaCrest Wealth Management
New York
$26K – – –
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$22K -$15.7K -710 -42%
SPIA
50
Steward Partners Investment Advisory
New York
$21K +$195 +9 +0.9%
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