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Invesco Zacks Multi-Asset Income ETF

92 hedge funds and large institutions have $358M invested in Invesco Zacks Multi-Asset Income ETF in 2014 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 40 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
Holders Change %
0%
% of All Funds
2.67%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
7
Increased
40
Reduced
28
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FA
51
Fagan Associates
New York
$597K +$97 +4 +0%
GI
52
Gradient Investments
Minnesota
$530K -$57.7K -2,371 -10%
MFS
53
MSI Financial Services
Massachusetts
$512K -$51.6K -2,121 -9%
CWM
54
Concert Wealth Management
California
$464K -$15.2K -624 -3%
VFS
55
VSR Financial Services
Kansas
$457K -$308K -12,672 -40%
BCI
56
Brinker Capital Investments
Pennsylvania
$447K +$64.3K +2,646 +17%
CAN
57
Cetera Advisor Networks
California
$440K -$11.6K -479 -3%
BAC
58
Boys Arnold & Co
North Carolina
$378K
BFEC
59
Benjamin F. Edwards & Company
Missouri
$369K -$9.73K -400 -3%
PSI
60
Pinnacle Summer Investments
Virginia
$350K +$79.4K +3,263 +29%
AT
61
Arden Trust
Delaware
$329K -$2.39K -98 -0.7%
DAS
62
Dynamic Advisor Solutions
Arizona
$314K +$58.2K +2,391 +23%
UR
63
USCA RIA
Texas
$309K -$9.09K -374 -3%
NAM
64
NTV Asset Management
West Virginia
$293K
WS
65
Wedbush Securities
California
$293K +$293K +12,023 New
SI
66
Stephens Inc
Arkansas
$283K +$29.4K +1,210 +12%
HSA
67
HBK Sorce Advisory
Pennsylvania
$273K +$4.5K +185 +2%
PAS
68
Partnervest Advisory Services
California
$261K +$67.4K +2,773 +35%
PWS
69
Peloton Wealth Strategists
Indiana
$248K +$248K +10,200 New
WA
70
WFG Advisors
Texas
$247K +$13.5K +555 +6%
NCMW
71
Northern Capital Management (Wisconsin)
Wisconsin
$243K -$3.04K -125 -1%
GAM
72
Garrison Asset Management
Arkansas
$237K
BRWA
73
B. Riley Wealth Advisors
Florida
$214K +$36.2K +1,489 +20%
CA
74
Cetera Advisors
Colorado
$209K
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$163K +$36.5K +1,500 +29%