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Invesco Zacks Multi-Asset Income ETF
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Overview Fund Activity

92 hedge funds and large institutions have $370M invested in Invesco Zacks Multi-Asset Income ETF in 2014 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 24 reducing their positions, and 5 closing their positions.

Holders
92
Holders Change
+5
Holders Change %
+5.75%
% of All Funds
2.65%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
10
Increased
44
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Aviance Capital Management
Florida
$9.83M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$29.9M
3
Jane Street
3
Jane Street
New York
$3.05M
4
ECM
4
ETrade Capital Management
Virginia
$3.2M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.43M

Top Sellers

1
LW
1
Linscomb Wealth
Texas
$32.2M
2
Wells Fargo
2
Wells Fargo
California
$23.8M
3
LI
3
Longer Investments
Arkansas
$11.6M
4
Citigroup
4
Citigroup
New York
$753K
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$21.8M
Name Market Value Shares Shares
Change 		Shares
Change %
LW
1
Linscomb Wealth
Texas
$32.2M 1,230,891 -290,039 -19%
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$29.9M 1,144,913 +209,932 +22%
Morgan Stanley
3
Morgan Stanley
New York
$29.7M 1,134,511 +45,781 +4%
BUB
4
BBVA USA Bancshares
Texas
$24.3M 929,567 +36,834 +4%
Wells Fargo
5
Wells Fargo
California
$23.8M 910,646 -115,779 -11%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$21.8M 833,013 -20,085 -2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$21.4M 819,160 +24,566 +3%
NEPWA
8
New England Private Wealth Advisors
Massachusetts
$20.4M 781,622 +10,362 +1%
LPL Financial
9
LPL Financial
California
$16.8M 641,507 +33,276 +5%
Deutsche Bank
10
Deutsche Bank
Germany
$13.9M 530,104 +37,105 +8%
U
11
UBS
Switzerland
$13.6M 519,865 +13,929 +3%
Bank of America
12
Bank of America
North Carolina
$12M 459,902 +5,801 +1%
LI
13
Longer Investments
Arkansas
$11.6M 444,180 -53,745 -11%
ACM
14
Aviance Capital Management
Florida
$9.83M 376,061 +376,061 New
B
15
Baird
Wisconsin
$8.86M 338,794 +3,001 +0.9%
AA
16
Ancora Advisors
Ohio
$8.81M 336,839 -4,460 -1%
RJA
17
Raymond James & Associates
Florida
$7.88M 301,320 +8,403 +3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$5.07M 194,107 +18,732 +11%
CWM
19
Cabot Wealth Management
Massachusetts
$3.58M 136,974 -4,034 -3%
ECM
20
ETrade Capital Management
Virginia
$3.2M 122,399 +104,315 +577%
Jane Street
21
Jane Street
New York
$3.05M 116,692 +116,692 New
NPC
22
National Planning Corporation
California
$3M 114,622 +32,541 +40%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.84M 108,472 +7,477 +7%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$2.67M 102,075 +23,938 +31%
PWM
25
ParenteBeard Wealth Management
Pennsylvania
$2.5M 95,565 -2,764 -3%
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