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Invesco Zacks Multi-Asset Income ETF
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Overview Fund Activity

63 hedge funds and large institutions have $49.4M invested in Invesco Zacks Multi-Asset Income ETF in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-2
Holders Change %
-3.08%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$2.81M
2
HFA
2
High Falls Advisors
New York
$1.68M
3
LWAC
3
Laurel Wealth Advisors (California)
California
$249K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.31M
5
CAN
5
Cetera Advisor Networks
California
$225K

Top Sellers

1
JPLA
1
Joseph P. Lucia & Associates
New York
$154K
2
Morgan Stanley
2
Morgan Stanley
New York
$4.06M
3
Ameriprise
3
Ameriprise
Minnesota
$902K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
ACG
5
Allen Capital Group
Nebraska
$4.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFN
26
Focus Financial Network
Minnesota
$309K -$12K -540 -4%
SFA
27
Sequoia Financial Advisors
Ohio
$308K – – –
SBSB
28
Sullivan, Bruyette, Speros & Blaney
Virginia
$299K – – –
ECM
29
ETrade Capital Management
Virginia
$292K +$68.4K +3,091 +31%
CAL
30
Capital Advisors Ltd
Ohio
$265K +$28.1K +1,269 +12%
LWAC
31
Laurel Wealth Advisors (California)
California
$249K +$249K +11,271 New
CCWA
32
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$232K -$13.2K -598 -5%
CAN
33
Cetera Advisor Networks
California
$225K +$225K +10,145 New
EWA
34
EP Wealth Advisors
California
$217K -$22.2K -1,000 -9%
Northern Trust
35
Northern Trust
Illinois
$208K +$208K +9,400 New
APA
36
American Portfolios Advisors
New York
$158K -$12.5K -567 -7%
JPLA
37
Joseph P. Lucia & Associates
New York
$154K -$3.34M -151,079 -96%
WTC
38
WhitTier Trust Company
Nevada
$134K – – –
HI
39
Hudock Inc
Pennsylvania
$99K – – –
TNBTD
40
Trustmark National Bank Trust Department
Mississippi
$98K -$2.21K -100 -2%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$89K +$89K +4,000 New
TC
42
Truvestments Capital
Florida
$61K – – –
NFG
43
Next Financial Group
Texas
$53K -$123K -5,559 -70%
AG
44
Advisor Group
Arizona
$51K -$29.6K -1,335 -37%
CFGS
45
Concourse Financial Group Securities
Alabama
$43K +$22K +992 +104%
CWA
46
Clarus Wealth Advisors
Arizona
$33K +$112 +5 +0.3%
SNT
47
Security National Trust
West Virginia
$32K – – –
RIA
48
Realta Investment Advisors
Delaware
$25K – – –
GWM
49
Geneos Wealth Management
Colorado
$22K -$3.07K -140 -12%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$22K – – –
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