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Invesco Zacks Multi-Asset Income ETF
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Overview Fund Activity

64 hedge funds and large institutions have $62.7M invested in Invesco Zacks Multi-Asset Income ETF in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 12 increasing their positions, 24 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-7
Holders Change %
-9.86%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
12
Reduced
24
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WCM
Weatherstone Capital Management
Colorado
+$5.65M
2
MIAN
Mariner Independent Advisor Network
Kansas
+$1.92M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.91M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$608K
5
Morgan Stanley
Morgan Stanley
New York
+$538K

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.96M
2
LI
Longer Investments
Arkansas
-$883K
3
Wells Fargo
Wells Fargo
California
-$702K
4
MML Investors Services
MML Investors Services
Massachusetts
-$650K
5
Jane Street
Jane Street
New York
-$496K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
51
Concourse Financial Group Securities
Alabama
$18K +$18K +950 New
GRP
52
Global Retirement Partners
California
$16K – – –
FHA
53
Flagship Harbor Advisors
Massachusetts
$14K – – –
ME
54
McIlrath & Eck
Washington
$14K – – –
William Blair & Company
55
William Blair & Company
Illinois
$14K +$14K +750 New
AIP
56
Ameritas Investment Partners
Nebraska
$10K -$2.59K -140 -21%
CA
57
Claro Advisors
Massachusetts
$9K +$9K +428 New
HFM
58
Hartford Financial Management
Connecticut
$6K – – –
IF
59
Ironwood Financial
Arizona
$2K – – –
VNA
60
Valley National Advisers
Pennsylvania
$2K +$2K +82 New
CIAS
61
Capital Investment Advisory Services
North Carolina
$2K +$2K +100 New
PFGIA
62
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$13 +1 +1%
MOS
63
MGO One Seven
Ohio
$1K +$1K +80 New
RJFSA
64
Raymond James Financial Services Advisors
Florida
– -$1.96M -88,422 Closed
MML Investors Services
65
MML Investors Services
Massachusetts
– -$650K -29,313 Closed
Jane Street
66
Jane Street
New York
– -$496K -22,349 Closed
BRWA
67
B. Riley Wealth Advisors
Florida
– -$493K -22,184 Closed
CCT
68
Country Club Trust
Missouri
– -$385K -17,340 Closed
PMG
69
ProVise Management Group
Florida
– -$303K -13,647 Closed
Creative Planning
70
Creative Planning
Kansas
– -$238K -10,748 Closed
EWA
71
EP Wealth Advisors
California
– -$217K -9,785 Closed
ECM
72
ETrade Capital Management
Virginia
– -$200K -9,029 Closed
BAM
73
Belpointe Asset Management
Nevada
– -$126K -5,698 Closed
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
– -$43K -1,930 Closed
SWP
75
Stratos Wealth Partners
Ohio
– -$38K -1,720 Closed
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