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Invesco Zacks Multi-Asset Income ETF

82 hedge funds and large institutions have $174M invested in Invesco Zacks Multi-Asset Income ETF in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 40 reducing their positions, and 8 closing their positions.

Holders
82
Holders Change
-5
Holders Change %
-5.75%
% of All Funds
2.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
4
Increased
19
Reduced
40
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$18.1M 862,438 -275,242 -24%
UCFA
2
United Capital Financial Advisors
Texas
$16.6M 788,522 -11,537 -1%
Morgan Stanley
3
Morgan Stanley
New York
$14M 667,687 -298,422 -31%
LPL Financial
4
LPL Financial
California
$13.2M 627,469 +17,578 +3%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$12.7M 607,006 -37,534 -6%
Bank of America
6
Bank of America
North Carolina
$10.7M 508,130 -24,654 -5%
LI
7
Longer Investments
Arkansas
$9.64M 459,260 -22,475 -5%
Wells Fargo
8
Wells Fargo
California
$8.97M 427,130 -60,464 -12%
LW
9
Linscomb Wealth
Texas
$6.44M 306,837 -61,480 -17%
UBS Group
10
UBS Group
Switzerland
$6.43M 306,183 -7,590 -2%
ECM
11
ETrade Capital Management
Virginia
$6.07M 288,884 +17,481 +6%
RJA
12
Raymond James & Associates
Florida
$5.58M 265,802 -7,313 -3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$3.01M 143,337 -18,060 -11%
CWM
14
Cabot Wealth Management
Massachusetts
$2.34M 111,348 -4,764 -4%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$2.13M 101,395 +159 +0.2%
Jane Street
16
Jane Street
New York
$2M 95,434 -68,580 -42%
NPC
17
National Planning Corporation
California
$1.97M 94,412 +16,863 +22%
TNBTD
18
Trustmark National Bank Trust Department
Mississippi
$1.94M 92,486 +9,257 +11%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.87M 88,994 +72,470 +439%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.86M 88,794 -193,474 -69%
CAL
21
Capital Advisors Ltd
Ohio
$1.76M 83,883 -3,775 -4%
CMP
22
Courage Miller Partners
Virginia
$1.74M 82,863 -1,642 -2%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$1.67M 79,716 -8,418 -10%
MFS
24
MSI Financial Services
Massachusetts
$1.55M 73,573 +17,475 +31%
IAA
25
Ironsides Asset Advisors
North Carolina
$1.42M 67,762 -12,980 -16%