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Invesco Zacks Multi-Asset Income ETF

87 hedge funds and large institutions have $336M invested in Invesco Zacks Multi-Asset Income ETF in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 8 closing their positions.

Holders
87
Holders Change
-1
Holders Change %
-1.14%
% of All Funds
2.51%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
8
Increased
34
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LW
1
Linscomb Wealth
Texas
$38.2M 1,520,930 -72,333 -5%
Morgan Stanley
2
Morgan Stanley
New York
$27.4M 1,088,730 -201,337 -16%
Wells Fargo
3
Wells Fargo
California
$25.8M 1,026,425 -2,747 -0.3%
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$23.5M 934,981 +157,545 +20%
BUB
5
BBVA USA Bancshares
Texas
$22.4M 892,733 +53,182 +6%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$21.4M 853,098 -58,505 -6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$20M 794,594 +138 +0%
NEPWA
8
New England Private Wealth Advisors
Massachusetts
$19.4M 771,260 -42,997 -5%
LPL Financial
9
LPL Financial
California
$15.3M 608,231 +24,511 +4%
U
10
UBS
Switzerland
$12.7M 505,936 +136,210 +37%
LI
11
Longer Investments
Arkansas
$12.5M 497,925 -78,020 -14%
Deutsche Bank
12
Deutsche Bank
Germany
$12.4M 492,999 +20,370 +4%
Bank of America
13
Bank of America
North Carolina
$11.4M 454,101 -257,567 -36%
AA
14
Ancora Advisors
Ohio
$8.58M 341,299 -490 -0.1%
B
15
Baird
Wisconsin
$8.44M 335,793 -74,137 -18%
RJA
16
Raymond James & Associates
Florida
$7.36M 292,917 +36,739 +14%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$4.41M 175,375 +66,078 +60%
CWM
18
Cabot Wealth Management
Massachusetts
$3.54M 141,008 -4,599 -3%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.54M 100,995 +13,305 +15%
PWM
20
ParenteBeard Wealth Management
Pennsylvania
$2.47M 98,329 +682 +0.7%
CAL
21
Capital Advisors Ltd
Ohio
$2.41M 95,944 +12,092 +14%
NPC
22
National Planning Corporation
California
$2.08M 82,081 +9,398 +13%
CMP
23
Courage Miller Partners
Virginia
$2.02M 80,449 +12,191 +18%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$1.96M 78,137 +19,271 +33%
Ameriprise
25
Ameriprise
Minnesota
$1.68M 67,642 +1,445 +2%