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Invesco Zacks Multi-Asset Income ETF

50 hedge funds and large institutions have $24M invested in Invesco Zacks Multi-Asset Income ETF in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-9
Holders Change %
-15.25%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
18
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SBSB
26
Sullivan, Bruyette, Speros & Blaney
Virginia
$187K
CAL
27
Capital Advisors Ltd
Ohio
$148K -$17.6K -1,273 -11%
CAN
28
Cetera Advisor Networks
California
$144K +$5K +361 +4%
RCA
29
Ranch Capital Advisors
Florida
$126K -$15.3K -1,115 -11%
JPLA
30
Joseph P. Lucia & Associates
New York
$112K -$2.78K -200 -2%
APA
31
American Portfolios Advisors
New York
$86.2K
WTC
32
WhitTier Trust Company
Nevada
$84K
HI
33
Hudock Inc
Pennsylvania
$56K
US Bancorp
34
US Bancorp
Minnesota
$33K
NFG
35
Next Financial Group
Texas
$32K +$1.38K +98 +4%
CFGS
36
Concourse Financial Group Securities
Alabama
$27K
Deutsche Bank
37
Deutsche Bank
Germany
$22K -$79.4K -5,863 -78%
SNT
38
Security National Trust
West Virginia
$20K
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$19K +$5.12K +367 +37%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$14K -$39K -2,785 -74%
GWM
41
Geneos Wealth Management
Colorado
$13K
IA
42
IFP Advisors
Florida
$13K +$13K +897 New
GRP
43
Global Retirement Partners
California
$12K
FHA
44
Flagship Harbor Advisors
Massachusetts
$11K
VCP
45
Verus Capital Partners
Arizona
$7K
AW
46
Avion Wealth
Texas
$7K +$7K +500 New
AIP
47
Ameritas Investment Partners
Nebraska
$6K
FP
48
Financial Perspectives
Minnesota
$4.73K +$55 +4 +1%
AIC
49
Ameritas Investment Company
Nebraska
$3K +$3K +200 New
Citadel Advisors
50
Citadel Advisors
Florida
-$327K -13,951 Closed