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Invesco Zacks Multi-Asset Income ETF

92 hedge funds and large institutions have $358M invested in Invesco Zacks Multi-Asset Income ETF in 2014 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 40 increasing their positions, 28 reducing their positions, and 7 closing their positions.

Holders
92
Holders Change
Holders Change %
0%
% of All Funds
2.67%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
7
Increased
40
Reduced
28
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$30.3M 1,244,987 +100,074 +9%
Morgan Stanley
2
Morgan Stanley
New York
$30M 1,232,338 +97,827 +9%
ACM
3
Aviance Capital Management
Florida
$26.3M 1,079,622 +703,561 +187%
BUB
4
BBVA USA Bancshares
Texas
$23.1M 947,599 +18,032 +2%
Wells Fargo
5
Wells Fargo
California
$22M 904,361 -6,285 -0.7%
LW
6
Linscomb Wealth
Texas
$21.7M 891,206 -339,685 -28%
NEPWA
7
New England Private Wealth Advisors
Massachusetts
$18.8M 774,108 -7,514 -1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$18.7M 768,761 -50,399 -6%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$17.1M 703,085 -129,928 -16%
LPL Financial
10
LPL Financial
California
$15.6M 645,866 +4,359 +0.7%
Bank of America
11
Bank of America
North Carolina
$14.8M 608,419 +148,517 +32%
U
12
UBS
Switzerland
$13.6M 557,790 +37,925 +7%
Deutsche Bank
13
Deutsche Bank
Germany
$11.7M 482,333 -47,771 -9%
LI
14
Longer Investments
Arkansas
$9.66M 396,910 -47,270 -11%
AA
15
Ancora Advisors
Ohio
$8.1M 332,979 -3,860 -1%
RJA
16
Raymond James & Associates
Florida
$7.15M 293,979 -7,341 -2%
ECM
17
ETrade Capital Management
Virginia
$5.49M 225,640 +103,241 +84%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$5.37M 220,606 +26,499 +14%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$3.93M 161,348 +106,504 +194%
CWM
20
Cabot Wealth Management
Massachusetts
$3.25M 133,359 -3,615 -3%
NPC
21
National Planning Corporation
California
$3.07M 127,661 +13,039 +11%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.81M 115,499 +7,027 +6%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$2.54M 104,219 +2,144 +2%
CAL
24
Capital Advisors Ltd
Ohio
$2.39M 98,070 +2,653 +3%
PWM
25
ParenteBeard Wealth Management
Pennsylvania
$2.33M 95,602 +37 +0%