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Invesco Zacks Multi-Asset Income ETF
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Overview Fund Activity

87 hedge funds and large institutions have $251M invested in Invesco Zacks Multi-Asset Income ETF in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 41 reducing their positions, and 18 closing their positions.

Holders
87
Holders Change
-9
Holders Change %
-9.38%
% of All Funds
2.32%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
21
Reduced
41
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$18.1M
2
LI
2
Longer Investments
Arkansas
$10.6M
3
VKH
3
Virtu KCG Holdings
New York
$3.25M
4
Citigroup
4
Citigroup
New York
$1.49M
5
Jane Street
5
Jane Street
New York
$3.62M

Top Sellers

1
ACM
1
Aviance Capital Management
Florida
$22.8M
2
Deutsche Bank
2
Deutsche Bank
Germany
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.23M
4
AA
4
Ancora Advisors
Ohio
$241K
5
NEPWA
5
New England Private Wealth Advisors
Massachusetts
$1.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$25.1M 1,137,680 -166,207 -13%
ACM
2
Aviance Capital Management
Florida
$22.8M 1,033,674 -519,590 -33%
Morgan Stanley
3
Morgan Stanley
New York
$21.3M 966,109 -71,900 -7%
UCFA
4
United Capital Financial Advisors
Texas
$18.1M 800,059 +800,059 New
BUB
5
BBVA USA Bancshares
Texas
$17.9M 809,531 -35,597 -4%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$14.2M 644,540 +45,574 +8%
LPL Financial
7
LPL Financial
California
$13.4M 609,891 +23,899 +4%
Bank of America
8
Bank of America
North Carolina
$11.8M 532,784 -62,185 -10%
Wells Fargo
9
Wells Fargo
California
$10.8M 487,594 -92,578 -16%
LI
10
Longer Investments
Arkansas
$10.6M 481,735 +73,750 +18%
LW
11
Linscomb Wealth
Texas
$8.13M 368,317 -207,480 -36%
UBS Group
12
UBS Group
Switzerland
$6.92M 313,773 -97,651 -24%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$6.23M 282,268 -422,874 -60%
RJA
14
Raymond James & Associates
Florida
$6.03M 273,115 -9,183 -3%
ECM
15
ETrade Capital Management
Virginia
$5.99M 271,403 +2,990 +1%
Jane Street
16
Jane Street
New York
$3.62M 164,014 +50,923 +45%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.56M 161,397 -40,179 -20%
VKH
18
Virtu KCG Holdings
New York
$3.25M 147,291 +60,727 +70%
CWM
19
Cabot Wealth Management
Massachusetts
$2.56M 116,112 -9,923 -8%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$2.23M 101,236 -2,614 -3%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.94M 88,134 -3,284 -4%
CAL
22
Capital Advisors Ltd
Ohio
$1.93M 87,658 -207 -0.2%
CMP
23
Courage Miller Partners
Virginia
$1.86M 84,505 -6,266 -7%
TNBTD
24
Trustmark National Bank Trust Department
Mississippi
$1.84M 83,229 +9,471 +13%
NEPWA
25
New England Private Wealth Advisors
Massachusetts
$1.8M 81,782 -267,593 -77%
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