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Invesco Zacks Multi-Asset Income ETF

71 hedge funds and large institutions have $67.2M invested in Invesco Zacks Multi-Asset Income ETF in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 15 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+6
Holders Change %
+9.23%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
15
Reduced
24
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFG
51
Citizens Financial Group
Rhode Island
$35K +$35K +1,582 New
ML
52
McAdam LLC
Pennsylvania
$34K
SNT
53
Security National Trust
West Virginia
$32K
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$29K +$6.71K +300 +30%
SWM
55
SeaCrest Wealth Management
New York
$27K
GWM
56
Geneos Wealth Management
Colorado
$25K -$9.71K -444 -28%
SPIA
57
Steward Partners Investment Advisory
New York
$22K +$247 +11 +1%
GRP
58
Global Retirement Partners
California
$19K
FHA
59
Flagship Harbor Advisors
Massachusetts
$17K
ME
60
McIlrath & Eck
Washington
$16K -$2.05K -91 -11%
AIP
61
Ameritas Investment Partners
Nebraska
$15K
RMAM
62
Raab & Moskowitz Asset Management
New Jersey
$14K +$14K +650 New
CT
63
CPF Texas
Texas
$11K +$11K +490 New
HFM
64
Hartford Financial Management
Connecticut
$7K
TWA
65
TCI Wealth Advisors
Arizona
$6K
CAG
66
Csenge Advisory Group
Florida
$3K +$3K +184 New
IF
67
Ironwood Financial
Arizona
$2K
PFGIA
68
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$2K +77 New
HSA
69
HBK Sorce Advisory
Pennsylvania
-$966K -44,030 Closed
VF
70
Virtu Financial
New York
-$824K -37,566 Closed
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
-$729K -33,250 Closed
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
-$202K -9,182 Closed
SEI Investments
73
SEI Investments
Pennsylvania
-$12K -535 Closed
BCA
74
Bay Colony Advisors
Massachusetts
-$10K -448 Closed
AA
75
AlphaMark Advisors
Kentucky
-$8K -342 Closed