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Invesco Zacks Multi-Asset Income ETF
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Overview Fund Activity

39 hedge funds and large institutions have $18.3M invested in Invesco Zacks Multi-Asset Income ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+4
Holders Change %
+11.43%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
12
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$365K
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$275K
3
MWM
3
MGB Wealth Management
Texas
$1.67M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.88M
5
LPL Financial
5
LPL Financial
California
$1.54M

Top Sellers

1
SFA
1
Sequoia Financial Advisors
Ohio
$0
2
USWIA
2
UP Strategic Wealth Investment Advisors
Pennsylvania
$0
3
Bank of America
3
Bank of America
North Carolina
$363K
4
Wells Fargo
4
Wells Fargo
California
$637K
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$65.1K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$20.4K – – –
CAL
27
Capital Advisors Ltd
Ohio
$16K – – –
RIL
28
Rothschild Investment LLC
Illinois
$15.1K – – –
Jones Financial Companies
29
Jones Financial Companies
Missouri
$11K +$4.8K +191 +78%
FP
30
Financial Perspectives
Minnesota
$10.4K +$101 +4 +1%
GWM
31
Geneos Wealth Management
Colorado
$10.4K – – –
BTI
32
Blue Trust Inc
Georgia
$9.49K +$9.49K +377 New
AIP
33
Ameritas Investment Partners
Nebraska
$7.67K – – –
DJSG
34
D.J. St. Germain
Massachusetts
$4.01K +$4.01K +159 New
MCM
35
MAI Capital Management
Ohio
$3.11K +$3.11K +124 New
1IA
36
1620 Investment Advisors
Massachusetts
$2.14K +$2.14K +85 New
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$1.76K – – –
RCM
38
Raleigh Capital Management
North Carolina
$503 – – –
DFA
39
DHJJ Financial Advisors
Illinois
$453 – – –
SFA
40
Sequoia Financial Advisors
Ohio
– -$522K -19,975 Closed
USWIA
41
UP Strategic Wealth Investment Advisors
Pennsylvania
– -$200K -7,668 Closed
1
2