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Invesco Zacks Multi-Asset Income ETF
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Overview Fund Activity

88 hedge funds and large institutions have $346M invested in Invesco Zacks Multi-Asset Income ETF in 2013 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 6 closing their positions.

Holders
88
Holders Change
+8
Holders Change %
+10%
% of All Funds
2.56%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
16
Increased
31
Reduced
27
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$2.88M
2
LI
2
Longer Investments
Arkansas
$14.3M
3
PWM
3
ParenteBeard Wealth Management
Pennsylvania
$2.42M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$19.3M
5
BUB
5
BBVA USA Bancshares
Texas
$20.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$17.6M
2
Deutsche Bank
2
Deutsche Bank
Germany
$11.7M
3
LW
3
Linscomb Wealth
Texas
$39.5M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$22.6M
5
B
5
Baird
Wisconsin
$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAC
51
Boys Arnold & Co
North Carolina
$360K +$360K +14,550 New
SFA
52
Sequoia Financial Advisors
Ohio
$355K +$355K +14,338 New
BRWA
53
B. Riley Wealth Advisors
Florida
$336K -$40.9K -1,653 -11%
UR
54
USCA RIA
Texas
$323K +$89.8K +3,624 +38%
AT
55
Arden Trust
Delaware
$321K +$21.8K +879 +7%
BFEC
56
Benjamin F. Edwards & Company
Missouri
$308K +$131K +5,300 +74%
CAN
57
Cetera Advisor Networks
California
$305K +$93.4K +3,795 +44%
NAM
58
NTV Asset Management
West Virginia
$298K – – –
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$282K – – –
KA
60
Kovack Advisors
Florida
$281K – – –
MPM
61
Meritage Portfolio Management
Kansas
$275K +$27.3K +1,105 +11%
HSA
62
HBK Sorce Advisory
Pennsylvania
$273K -$109K -4,410 -29%
SCM
63
Sterneck Capital Management
Missouri
$272K – – –
PWS
64
Peloton Wealth Strategists
Indiana
$263K -$17.4K -700 -6%
SI
65
Stephens Inc
Arkansas
$252K -$18.6K -750 -7%
NCMW
66
Northern Capital Management (Wisconsin)
Wisconsin
$250K – – –
OC
67
Oppenheimer & Co
New York
$208K +$208K +8,402 New
WA
68
WFG Advisors
Texas
$164K +$64.6K +2,606 +65%
WTC
69
WhitTier Trust Company
Nevada
$144K +$144K +5,800 New
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$143K -$17.8K -714 -11%
CEMP
71
Compass Efficient Model Portfolios
Tennessee
$105K +$13.5K +546 +15%
MA
72
MCF Advisors
Kentucky
$78K +$78K +3,087 New
JFGIW
73
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$60K -$24.7K -1,000 -29%
WRM
74
Westport Resources Management
Connecticut
$59K – – –
WEC
75
Winslow Evans & Crocker
Massachusetts
$48K +$48K +1,925 New
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