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Invesco Zacks Multi-Asset Income ETF
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Overview Fund Activity

92 hedge funds and large institutions have $370M invested in Invesco Zacks Multi-Asset Income ETF in 2014 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+5
Holders Change %
+5.75%
% of All Funds
2.65%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
10
Increased
44
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Aviance Capital Management
Florida
$9.83M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$29.9M
3
Jane Street
3
Jane Street
New York
$3.05M
4
ECM
4
ETrade Capital Management
Virginia
$3.2M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.43M

Top Sellers

1
LW
1
Linscomb Wealth
Texas
$32.2M
2
Wells Fargo
2
Wells Fargo
California
$23.8M
3
LI
3
Longer Investments
Arkansas
$11.6M
4
Citigroup
4
Citigroup
New York
$753K
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$21.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
51
Concert Wealth Management
California
$501K -$7.51K -295 -1%
RMAM
52
Raab & Moskowitz Asset Management
New Jersey
$495K +$231K +8,850 +88%
CAN
53
Cetera Advisor Networks
California
$487K +$55.7K +2,136 +13%
BCI
54
Brinker Capital Investments
Pennsylvania
$411K +$37K +1,416 +10%
BFEC
55
Benjamin F. Edwards & Company
Missouri
$407K +$90.8K +3,475 +29%
BAC
56
Boys Arnold & Co
North Carolina
$406K -$67.9K -2,600 -14%
AT
57
Arden Trust
Delaware
$356K -$95.6K -3,656 -21%
UR
58
USCA RIA
Texas
$342K +$601 +23 +0.2%
NAM
59
NTV Asset Management
West Virginia
$315K – – –
HSA
60
HBK Sorce Advisory
Pennsylvania
$289K – – –
PSI
61
Pinnacle Summer Investments
Virginia
$289K +$173K +6,653 +149%
DAS
62
Dynamic Advisor Solutions
Arizona
$275K +$275K +10,520 New
CK
63
Carnick & Kubik
Colorado
$274K -$53K -2,025 -16%
SI
64
Stephens Inc
Arkansas
$273K +$39.3K +1,500 +17%
NCMW
65
Northern Capital Management (Wisconsin)
Wisconsin
$265K -$1.96K -75 -0.7%
GAM
66
Garrison Asset Management
Arkansas
$255K +$255K +9,750 New
SFA
67
Sequoia Financial Advisors
Ohio
$252K -$85K -3,250 -25%
WA
68
WFG Advisors
Texas
$250K +$24.5K +937 +11%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$240K -$27.6K -1,057 -10%
CA
70
Cetera Advisors
Colorado
$225K +$225K +8,588 New
FHC
71
First Heartland Consultants
Missouri
$212K -$2.62K -100 -1%
PAS
72
Partnervest Advisory Services
California
$208K +$3.91K +150 +2%
BRWA
73
B. Riley Wealth Advisors
Florida
$191K +$4.47K +171 +2%
WTC
74
WhitTier Trust Company
Nevada
$152K – – –
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$136K – – –
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3
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