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Invesco Zacks Multi-Asset Income ETF

43 hedge funds and large institutions have $20.4M invested in Invesco Zacks Multi-Asset Income ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
43
Holders Change
+6
Holders Change %
+16.22%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
9
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PTC
26
Private Trust Company
Ohio
$23.8K 1,000
IBOK
27
Independence Bank of Kentucky
Kentucky
$23.8K 1,000 +1,000 New
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$23.7K 996
Fidelity Investments
29
Fidelity Investments
Massachusetts
$19.6K 825 +247 +43%
SPIA
30
Steward Partners Investment Advisory
New York
$19.3K 812 -255 -24%
GWM
31
Geneos Wealth Management
Colorado
$15.8K 663
CAL
32
Capital Advisors Ltd
Ohio
$15K 647
RIL
33
Rothschild Investment LLC
Illinois
$14.3K 600 +600 New
FP
34
Financial Perspectives
Minnesota
$9.45K 398 +5 +1%
AIP
35
Ameritas Investment Partners
Nebraska
$7.25K 305 -25 -8%
CBT
36
CoreFirst Bank & Trust
Kansas
$7.13K 300
Qube Research & Technologies (QRT)
37
Qube Research & Technologies (QRT)
United Kingdom
$5.58K 235
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$3K 144 +2 +1%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$2.38K 100 +100 New
RCM
40
Raleigh Capital Management
North Carolina
$475 20
DFA
41
DHJJ Financial Advisors
Illinois
$428 18
PO
42
Private Ocean
California
$238 10 +10 New
CWA
43
Core Wealth Advisors
Florida
$48 2
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
-16,854 Closed
IA
45
IFP Advisors
Florida
-897 Closed
NA
46
NewEdge Advisors
Louisiana
-323 Closed
CFGS
47
Concourse Financial Group Securities
Alabama