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Invesco Zacks Multi-Asset Income ETF

75 hedge funds and large institutions have $129M invested in Invesco Zacks Multi-Asset Income ETF in 2015 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 35 reducing their positions, and 13 closing their positions.

Holders
75
Holders Change
-4
Holders Change %
-5.06%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
17
Reduced
35
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$24M 1,320,534 +819,426 +164%
UCFA
2
United Capital Financial Advisors
Texas
$14.3M 784,799 -8,887 -1%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$10.3M 564,988 -12,455 -2%
LI
4
Longer Investments
Arkansas
$9.94M 546,960 +30,745 +6%
Morgan Stanley
5
Morgan Stanley
New York
$7.47M 410,667 -61,794 -13%
CCWA
6
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.24M 398,156 -180,082 -31%
ECM
7
ETrade Capital Management
Virginia
$5.57M 306,596 +6,843 +2%
LPL Financial
8
LPL Financial
California
$5.56M 306,215 +52,625 +21%
UBS Group
9
UBS Group
Switzerland
$4.51M 247,899 +137,688 +125%
MPM
10
Meritage Portfolio Management
Kansas
$3.63M 199,900 +199,900 New
LW
11
Linscomb Wealth
Texas
$3.22M 177,300 -67,892 -28%
RJA
12
Raymond James & Associates
Florida
$3.04M 167,038 -89,341 -35%
Jane Street
13
Jane Street
New York
$2.49M 136,904 +136,904 New
Wells Fargo
14
Wells Fargo
California
$2.48M 136,237 -23,963 -15%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.14M 117,868 -10,866 -8%
CMP
16
Courage Miller Partners
Virginia
$1.53M 84,033 +2,220 +3%
NPC
17
National Planning Corporation
California
$1.22M 70,804 -3,584 -5%
VKH
18
Virtu KCG Holdings
New York
$1.22M 67,026 +7,983 +14%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$1.2M 65,910 -22,805 -26%
Citigroup
20
Citigroup
New York
$1.2M 65,827 -809 -1%
CCS
21
Crosspoint Capital Strategies
California
$1.14M 50,865 +50,865 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.06M 58,350 -9,542 -14%
AWMS
23
Advocacy Wealth Management Services
Georgia
$958K 52,513 +52,513 New
RIA
24
Regal Investment Advisors
Michigan
$856K 47,119 -7,608 -14%
CCT
25
Country Club Trust
Missouri
$796K 43,800 -21,310 -33%