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Invesco Zacks Multi-Asset Income ETF

80 hedge funds and large institutions have $356M invested in Invesco Zacks Multi-Asset Income ETF in 2013 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 9 closing their positions.

Holders
80
Holders Change
+1
Holders Change %
+1.27%
% of All Funds
2.59%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
12
Increased
36
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LW
1
Linscomb Wealth
Texas
$43.9M 1,851,177 -99,593 -5%
Bank of America
2
Bank of America
North Carolina
$34.1M 1,437,431 +153,655 +12%
Morgan Stanley
3
Morgan Stanley
New York
$29.5M 1,245,044 -179,558 -13%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$24.2M 1,022,667 -181,353 -15%
Wells Fargo
5
Wells Fargo
California
$23.6M 995,356 +87,918 +10%
Deutsche Bank
6
Deutsche Bank
Germany
$20.7M 874,372 +431,144 +97%
NEPWA
7
New England Private Wealth Advisors
Massachusetts
$20.7M 873,925 -57,673 -6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$18.7M 787,084 +16,605 +2%
BUB
9
BBVA USA Bancshares
Texas
$18.6M 786,462 +24,293 +3%
CCWA
10
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$17M 717,730 +717,730 New
LPL Financial
11
LPL Financial
California
$14.2M 589,810 +51,893 +10%
B
12
Baird
Wisconsin
$12.3M 518,195 +61,363 +13%
LI
13
Longer Investments
Arkansas
$11.1M 466,555 +28,280 +6%
U
14
UBS
Switzerland
$9.47M 399,314 -27,731 -6%
AA
15
Ancora Advisors
Ohio
$8.38M 353,448 -4,005 -1%
RJA
16
Raymond James & Associates
Florida
$6.08M 256,221 -11,577 -4%
CWM
17
Cabot Wealth Management
Massachusetts
$3.49M 147,104 +71,403 +94%
BCI
18
Brinker Capital Investments
Pennsylvania
$2.94M 123,828 +2,828 +2%
PAS
19
Partnervest Advisory Services
California
$2.67M 112,427 -387 -0.3%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.34M 98,606 +15,017 +18%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.75M 73,664 -4,229 -5%
MFS
22
MSI Financial Services
Massachusetts
$1.7M 71,826 +30,646 +74%
SNC
23
Stifel Nicolaus & Co
Missouri
$1.59M 67,023 -8,276 -11%
ACM
24
Argentus Capital Management
Texas
$1.58M 66,520 -60,732 -48%
CIBC World Market
25
CIBC World Market
Ontario, Canada
$1.42M 60,034 +2,599 +5%