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Invesco Zacks Multi-Asset Income ETF

96 hedge funds and large institutions have $298M invested in Invesco Zacks Multi-Asset Income ETF in 2014 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 42 reducing their positions, and 11 closing their positions.

Holders
96
Holders Change
+4
Holders Change %
+4.35%
% of All Funds
2.56%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
17
Increased
23
Reduced
42
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BKA
76
Brick & Kyle Associates
Pennsylvania
$70K +$70K +3,150 New
Creative Planning
77
Creative Planning
Kansas
$63K +$653 +29 +1%
FANJ
78
Financial Architects (New Jersey)
New Jersey
$51K
HI
79
Hudock Inc
Pennsylvania
$36K
SNT
80
Security National Trust
West Virginia
$32K
CFS
81
Commonwealth Financial Services
West Virginia
$29K +$29K +1,316 New
TWA
82
TCI Wealth Advisors
Arizona
$28K
MA
83
MUFG Americas
New York
$25K
AIP
84
Ameritas Investment Partners
Nebraska
$25K +$25K +1,150 New
WRM
85
Westport Resources Management
Connecticut
$20K -$11.2K -500 -36%
IF
86
Ironwood Financial
Arizona
$20K +$20K +906 New
JIC
87
Joel Isaacson & Co
New York
$16K
FBT
88
Founders Bank & Trust
Michigan
$15K
NES
89
New England Securities
New York
$10K -$4.61K -200 -32%
Bessemer Group
90
Bessemer Group
New Jersey
$7K
FCCM
91
First City Capital Management
Georgia
$4.47K
DSC
92
Duncker Streett & Co
Missouri
$2K
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$2K +$2K +90 New
GFG
94
Gray Financial Group
Georgia
$1K +$1K +36 New
BRWA
95
B. Riley Wealth Advisors
Florida
$165 -$32 -1,424 -16%
PWM
96
ParenteBeard Wealth Management
Pennsylvania
-$2.33M -95,602 Closed
CIBC World Market
97
CIBC World Market
Ontario, Canada
-$1.46M -59,935 Closed
FF
98
Friedenthal Financial
New Jersey
-$860K -35,342 Closed
KA
99
Kovack Advisors
Florida
-$820K -33,686 Closed
FA
100
Fagan Associates
New York
-$597K -24,534 Closed