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Invesco Zacks Multi-Asset Income ETF

87 hedge funds and large institutions have $336M invested in Invesco Zacks Multi-Asset Income ETF in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-1
Holders Change %
-1.14%
% of All Funds
2.51%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
8
Increased
34
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAN
51
Cetera Advisor Networks
California
$417K +$104K +4,142 +33%
BCI
52
Brinker Capital Investments
Pennsylvania
$360K -$2.71M -107,921 -88%
UR
53
USCA RIA
Texas
$328K +$577 +23 +0.2%
SFA
54
Sequoia Financial Advisors
Ohio
$324K -$36.4K -1,449 -10%
CK
55
Carnick & Kubik
Colorado
$314K -$369K -14,700 -54%
BFEC
56
Benjamin F. Edwards & Company
Missouri
$304K -$8.79K -350 -3%
NAM
57
NTV Asset Management
West Virginia
$303K
HSA
58
HBK Sorce Advisory
Pennsylvania
$277K
SCM
59
Sterneck Capital Management
Missouri
$276K
PWS
60
Peloton Wealth Strategists
Indiana
$266K
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$258K -$28.2K -1,120 -10%
NCMW
62
Northern Capital Management (Wisconsin)
Wisconsin
$256K +$2.51K +100 +1%
RMAM
63
Raab & Moskowitz Asset Management
New Jersey
$254K +$254K +10,100 New
MPM
64
Meritage Portfolio Management
Kansas
$225K -$54.7K -2,175 -20%
SI
65
Stephens Inc
Arkansas
$224K -$30.9K -1,230 -12%
WA
66
WFG Advisors
Texas
$217K +$50.9K +2,028 +31%
FHC
67
First Heartland Consultants
Missouri
$206K +$206K +8,200 New
PAS
68
Partnervest Advisory Services
California
$197K -$1.49M -58,972 -88%
BRWA
69
B. Riley Wealth Advisors
Florida
$179K -$161K -6,432 -47%
WTC
70
WhitTier Trust Company
Nevada
$146K
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$130K -$13.3K -533 -9%
PSI
72
Pinnacle Summer Investments
Virginia
$114K +$74.5K +2,916 +189%
JFGIW
73
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$86K +$25K +1,000 +41%
WRM
74
Westport Resources Management
Connecticut
$47K -$12.5K -500 -21%
SNT
75
Security National Trust
West Virginia
$36K