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Invesco Zacks Multi-Asset Income ETF
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Overview Fund Activity

87 hedge funds and large institutions have $251M invested in Invesco Zacks Multi-Asset Income ETF in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 41 reducing their positions, and 18 closing their positions.

Holders
87
Holders Change
-9
Holders Change %
-9.38%
% of All Funds
2.32%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
21
Reduced
41
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$18.1M
2
LI
2
Longer Investments
Arkansas
$10.6M
3
VKH
3
Virtu KCG Holdings
New York
$3.25M
4
Citigroup
4
Citigroup
New York
$1.49M
5
Jane Street
5
Jane Street
New York
$3.62M

Top Sellers

1
ACM
1
Aviance Capital Management
Florida
$22.8M
2
Deutsche Bank
2
Deutsche Bank
Germany
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.23M
4
AA
4
Ancora Advisors
Ohio
$241K
5
NEPWA
5
New England Private Wealth Advisors
Massachusetts
$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SNT
76
Security National Trust
West Virginia
$31K – – –
CFS
77
Commonwealth Financial Services
West Virginia
$29K – – –
TWA
78
TCI Wealth Advisors
Arizona
$28K – – –
IF
79
Ironwood Financial
Arizona
$20K -$133 -6 -0.7%
WRM
80
Westport Resources Management
Connecticut
$20K – – –
JIC
81
Joel Isaacson & Co
New York
$15K – – –
ONB
82
Old National Bancorp
Indiana
$15K +$15K +668 New
GWM
83
Gupta Wealth Management
California
$10K +$10K +452 New
Bessemer Group
84
Bessemer Group
New Jersey
$7K – – –
AIP
85
Ameritas Investment Partners
Nebraska
$5K -$17.1K -890 -77%
IWM
86
Integrated Wealth Management
California
$4K +$4K +200 New
DSC
87
Duncker Streett & Co
Missouri
$2K – – –
Deutsche Bank
88
Deutsche Bank
Germany
– -$11M -492,955 Closed
Koshinski Asset Management
89
Koshinski Asset Management
Illinois
– -$1.02M -45,653 Closed
MPM
90
Meritage Portfolio Management
Kansas
– -$637K -28,460 Closed
CWM
91
Concert Wealth Management
California
– -$380K -16,883 Closed
SPC
92
Sigma Planning Corp
Michigan
– -$318K -14,197 Closed
AT
93
Arden Trust
Delaware
– -$302K -13,488 Closed
CA
94
Cetera Advisors
Colorado
– -$275K -12,394 Closed
ICOA
95
Investment Centers of America
North Dakota
– -$266K -11,873 Closed
PWS
96
Peloton Wealth Strategists
Indiana
– -$228K -10,200 Closed
SI
97
Stephens Inc
Arkansas
– -$220K -9,830 Closed
WS
98
Wedbush Securities
California
– -$220K -9,823 Closed
GAM
99
Garrison Asset Management
Arkansas
– -$237K -9,750 Closed
BRWA
100
B. Riley Wealth Advisors
Florida
– -$165 -7,374 Closed
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