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Invesco Zacks Multi-Asset Income ETF
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Overview Fund Activity

88 hedge funds and large institutions have $346M invested in Invesco Zacks Multi-Asset Income ETF in 2013 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 6 closing their positions.

Holders
88
Holders Change
+8
Holders Change %
+10%
% of All Funds
2.56%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
16
Increased
31
Reduced
27
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$2.88M
2
LI
2
Longer Investments
Arkansas
$14.3M
3
PWM
3
ParenteBeard Wealth Management
Pennsylvania
$2.42M
4
CAL
4
Capital Advisors Ltd
Ohio
$2.08M
5
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$19.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$17.6M
2
Deutsche Bank
2
Deutsche Bank
Germany
$11.7M
3
LW
3
Linscomb Wealth
Texas
$39.5M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$22.6M
5
B
5
Baird
Wisconsin
$10.2M
Name Market Value Shares Shares
Change 		Shares
Change %
LW
1
Linscomb Wealth
Texas
$39.5M 1,593,263 -257,914 -14%
Morgan Stanley
2
Morgan Stanley
New York
$32M 1,290,067 +45,023 +4%
Wells Fargo
3
Wells Fargo
California
$25.5M 1,029,172 +33,816 +3%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$22.6M 911,603 -111,064 -11%
BUB
5
BBVA USA Bancshares
Texas
$20.8M 839,551 +53,089 +7%
NEPWA
6
New England Private Wealth Advisors
Massachusetts
$20.2M 814,257 -59,668 -7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$19.7M 794,456 +7,372 +0.9%
CCWA
8
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$19.3M 777,436 +59,706 +8%
Bank of America
9
Bank of America
North Carolina
$17.6M 711,668 -725,763 -50%
LPL Financial
10
LPL Financial
California
$14.5M 583,720 -6,090 -1%
LI
11
Longer Investments
Arkansas
$14.3M 575,945 +109,390 +23%
Deutsche Bank
12
Deutsche Bank
Germany
$11.7M 472,629 -401,743 -46%
B
13
Baird
Wisconsin
$10.2M 409,930 -108,265 -21%
U
14
UBS
Switzerland
$9.16M 369,726 -29,588 -7%
AA
15
Ancora Advisors
Ohio
$8.47M 341,789 -11,659 -3%
RJA
16
Raymond James & Associates
Florida
$6.35M 256,178 -43 -0%
CWM
17
Cabot Wealth Management
Massachusetts
$3.61M 145,607 -1,497 -1%
BCI
18
Brinker Capital Investments
Pennsylvania
$3.03M 122,246 -1,582 -1%
BTS
19
BB&T Securities
Virginia
$2.88M 11,614 +11,614 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.71M 109,297 +10,691 +11%
PWM
21
ParenteBeard Wealth Management
Pennsylvania
$2.42M 97,647 +97,647 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.17M 87,690 +28,995 +49%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$2.14M 86,356 +12,692 +17%
CAL
24
Capital Advisors Ltd
Ohio
$2.08M 83,852 +83,852 New
NPC
25
National Planning Corporation
California
$1.8M 72,683 +13,568 +23%
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