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Invesco Zacks Multi-Asset Income ETF

96 hedge funds and large institutions have $298M invested in Invesco Zacks Multi-Asset Income ETF in 2014 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 42 reducing their positions, and 11 closing their positions.

Holders
96
Holders Change
+4
Holders Change %
+4.35%
% of All Funds
2.56%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
17
Increased
23
Reduced
42
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ACM
1
Aviance Capital Management
Florida
$34.7M 1,553,264 +473,642 +44%
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$29.2M 1,303,887 +58,900 +5%
Morgan Stanley
3
Morgan Stanley
New York
$23.2M 1,038,009 -194,329 -16%
BUB
4
BBVA USA Bancshares
Texas
$18.9M 845,128 -102,471 -11%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$15.8M 705,142 -63,619 -8%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$13.4M 598,966 -104,119 -15%
Bank of America
7
Bank of America
North Carolina
$13.3M 594,969 -13,450 -2%
LPL Financial
8
LPL Financial
California
$13.1M 585,992 -59,874 -9%
Wells Fargo
9
Wells Fargo
California
$13M 580,172 -324,189 -36%
LW
10
Linscomb Wealth
Texas
$12.9M 575,797 -315,409 -35%
Deutsche Bank
11
Deutsche Bank
Germany
$11M 492,955 +10,622 +2%
UBS Group
12
UBS Group
Switzerland
$9.2M 411,424 +411,424 New
LI
13
Longer Investments
Arkansas
$9.13M 407,985 +11,075 +3%
NEPWA
14
New England Private Wealth Advisors
Massachusetts
$7.82M 349,375 -424,733 -55%
AA
15
Ancora Advisors
Ohio
$7.16M 320,008 -12,971 -4%
RJA
16
Raymond James & Associates
Florida
$6.32M 282,298 -11,681 -4%
ECM
17
ETrade Capital Management
Virginia
$6M 268,413 +42,773 +19%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$4.51M 201,576 -19,030 -9%
CWM
19
Cabot Wealth Management
Massachusetts
$2.82M 126,035 -7,324 -5%
Jane Street
20
Jane Street
New York
$2.53M 113,091 +20,797 +23%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$2.36M 105,531 -55,817 -35%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$2.32M 103,850 +38,097 +58%
NPC
23
National Planning Corporation
California
$2.21M 101,121 -26,540 -21%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$2.05M 91,418 -12,801 -12%
CMP
25
Courage Miller Partners
Virginia
$2.03M 90,771 +2,840 +3%