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Invesco Zacks Multi-Asset Income ETF
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Overview Fund Activity

65 hedge funds and large institutions have $51.1M invested in Invesco Zacks Multi-Asset Income ETF in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+1
Holders Change %
+1.56%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
14
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$2.04M
2
Jane Street
2
Jane Street
New York
$636K
3
Citadel Advisors
3
Citadel Advisors
Florida
$638K
4
HFA
4
High Falls Advisors
New York
$1.02M
5
PAS
5
Partnervest Advisory Services
California
$533K

Top Sellers

1
LI
1
Longer Investments
Arkansas
$0
2
WCM
2
Weatherstone Capital Management
Colorado
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.04M
4
MIAN
4
Mariner Independent Advisor Network
Kansas
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$887K
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
26
First Allied Advisory Services
California
$307K +$5.87K +272 +2%
SFA
27
Sequoia Financial Advisors
Ohio
$300K – – –
SBSB
28
Sullivan, Bruyette, Speros & Blaney
Virginia
$292K – – –
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$239K +$22 +1 +0%
EWA
30
EP Wealth Advisors
California
$233K +$233K +10,785 New
CAL
31
Capital Advisors Ltd
Ohio
$231K – – –
ECM
32
ETrade Capital Management
Virginia
$218K +$218K +10,109 New
CI
33
CX Institutional
Indiana
$177K +$129K +5,941 +267%
NFG
34
Next Financial Group
Texas
$172K +$33.7K +1,561 +24%
NFH
35
NEXT Financial Holdings
Texas
$172K +$172K +7,963 New
APA
36
American Portfolios Advisors
New York
$167K +$2.4K +111 +1%
WTC
37
WhitTier Trust Company
Nevada
$131K – – –
TNBTD
38
Trustmark National Bank Trust Department
Mississippi
$98K -$29.1K -1,350 -23%
HI
39
Hudock Inc
Pennsylvania
$97K -$53.5K -2,475 -36%
AG
40
Advisor Group
Arizona
$78K -$2.83K -132 -4%
TC
41
Truvestments Capital
Florida
$60K +$60K +2,765 New
NCM
42
Next Capital Management
New York
$35K – – –
RFC
43
Regions Financial Corp
Alabama
$34K – – –
CWA
44
Clarus Wealth Advisors
Arizona
$32K +$109 +5 +0.3%
SNT
45
Security National Trust
West Virginia
$31K – – –
SWM
46
SeaCrest Wealth Management
New York
$26K – – –
RIA
47
Realta Investment Advisors
Delaware
$25K +$25K +1,135 New
GWM
48
Geneos Wealth Management
Colorado
$24K – – –
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$22K – – –
CFGS
50
Concourse Financial Group Securities
Alabama
$20K – – –
1
2
3