CVY icon

Invesco Zacks Multi-Asset Income ETF

75 hedge funds and large institutions have $129M invested in Invesco Zacks Multi-Asset Income ETF in 2015 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 35 reducing their positions, and 13 closing their positions.

Holders
75
Holders Change
-4
Holders Change %
-5.06%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
17
Reduced
35
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$186K 10,208 -3,776 -27%
WTC
52
WhitTier Trust Company
Nevada
$155K 8,550
KF
53
Krilogy Financial
Missouri
$149K 8,193 -5,574 -40%
AIG
54
American International Group
New York
$137K 7,562 -2,677 -26%
HI
55
Hudock Inc
Pennsylvania
$119K 6,565
NFG
56
Next Financial Group
Texas
$107K 5,922 -284 -5%
WA
57
WFG Advisors
Texas
$87K 4,803 +19 +0.4%
UFA
58
US Financial Advisors
Massachusetts
$69K 3,800 +3,800 New
BKA
59
Brick & Kyle Associates
Pennsylvania
$57K 3,150
AFP
60
Ausdal Financial Partners
Iowa
$56K 3,085 +3,085 New
US Bancorp
61
US Bancorp
Minnesota
$40K 2,200 -24,500 -92%
SNT
62
Security National Trust
West Virginia
$26K 1,425
CFS
63
Commonwealth Financial Services
West Virginia
$24K 1,316
AIA
64
Allegis Investment Advisors
Idaho
$24K 1,300 +1,300 New
TWA
65
TCI Wealth Advisors
Arizona
$23K 1,250
VNA
66
Valley National Advisers
Pennsylvania
$17K 950 -22,415 -96%
JFGIW
67
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15K 811 -1,623 -67%
WRM
68
Westport Resources Management
Connecticut
$11K 631
WP
69
WealthPLAN Partners
Nebraska
$6.4K 2,254 +2,254 New
AIP
70
Ameritas Investment Partners
Nebraska
$4K 260
IWM
71
Integrated Wealth Management
California
$4K 200
FCCM
72
First City Capital Management
Georgia
$3.64K 200
DSC
73
Duncker Streett & Co
Missouri
$2K 100
BlackRock
74
BlackRock
New York
$1K 52 +52 New
TC
75
Telemus Capital
Michigan
-28,419 Closed