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Invesco Zacks Multi-Asset Income ETF
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Overview Fund Activity

79 hedge funds and large institutions have $119M invested in Invesco Zacks Multi-Asset Income ETF in 2015 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 39 reducing their positions, and 9 closing their positions.

Holders
79
Holders Change
-3
Holders Change %
-3.66%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
8
Increased
17
Reduced
39
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LI
1
Longer Investments
Arkansas
$9.52M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$437K
3
KF
3
Krilogy Financial
Missouri
$254K
4
HighTower Advisors
4
HighTower Advisors
Illinois
$211K
5
ECM
5
ETrade Capital Management
Virginia
$5.53M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$4.89M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$10.7M
3
Wells Fargo
3
Wells Fargo
California
$2.96M
4
UBS Group
4
UBS Group
Switzerland
$2.03M
5
Morgan Stanley
5
Morgan Stanley
New York
$8.72M
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
1
United Capital Financial Advisors
Texas
$14.6M 793,686 +5,164 +0.7%
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$10.7M 578,238 -284,200 -33%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$10.7M 577,443 -29,563 -5%
LI
4
Longer Investments
Arkansas
$9.52M 516,215 +56,955 +12%
Bank of America
5
Bank of America
North Carolina
$9.25M 501,108 -7,022 -1%
Morgan Stanley
6
Morgan Stanley
New York
$8.72M 472,461 -195,226 -29%
ECM
7
ETrade Capital Management
Virginia
$5.53M 299,753 +10,869 +4%
LPL Financial
8
LPL Financial
California
$4.89M 253,590 -373,879 -60%
RJA
9
Raymond James & Associates
Florida
$4.73M 256,379 -9,423 -4%
LW
10
Linscomb Wealth
Texas
$4.52M 245,192 -61,645 -20%
Wells Fargo
11
Wells Fargo
California
$2.96M 160,200 -266,930 -62%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.38M 128,734 -14,603 -10%
UBS Group
13
UBS Group
Switzerland
$2.03M 110,211 -195,972 -64%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.71M 92,505 +3,511 +4%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$1.64M 88,715 -12,680 -13%
CMP
16
Courage Miller Partners
Virginia
$1.51M 81,813 -1,050 -1%
NPC
17
National Planning Corporation
California
$1.48M 74,388 -20,024 -21%
MFS
18
MSI Financial Services
Massachusetts
$1.36M 73,724 +151 +0.2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.25M 67,892 -20,902 -24%
Citigroup
20
Citigroup
New York
$1.23M 66,636 +1,338 +2%
CCT
21
Country Club Trust
Missouri
$1.2M 65,110 +2,250 +4%
CAL
22
Capital Advisors Ltd
Ohio
$1.1M 59,633 -24,250 -29%
VKH
23
Virtu KCG Holdings
New York
$1.09M 59,043 +2,299 +4%
RIA
24
Regal Investment Advisors
Michigan
$1.01M 54,727 -3,971 -7%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$921K 49,920 -3,833 -7%
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