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Invesco Zacks Multi-Asset Income ETF
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Overview Fund Activity

69 hedge funds and large institutions have $87.3M invested in Invesco Zacks Multi-Asset Income ETF in 2016 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 28 reducing their positions, and 8 closing their positions.

Holders
69
Holders Change
-2
Holders Change %
-2.82%
% of All Funds
1.84%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
7
Increased
20
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$2.58M
2
Wells Fargo
2
Wells Fargo
California
$5.34M
3
VKH
3
Virtu KCG Holdings
New York
$1.13M
4
AG
4
Advisor Group
Arizona
$525K
5
IA
5
IFP Advisors
Florida
$413K

Top Sellers

1
ECM
1
ETrade Capital Management
Virginia
$0
2
LPL Financial
2
LPL Financial
California
$3.57M
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.73M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.84M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$781K
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
1
United Capital Financial Advisors
Texas
$15.4M 808,153 -6,933 -0.9%
Bank of America
2
Bank of America
North Carolina
$10.9M 574,616 -32,867 -5%
LI
3
Longer Investments
Arkansas
$10.8M 570,950 +12,270 +2%
Wells Fargo
4
Wells Fargo
California
$5.34M 281,569 +44,153 +19%
Morgan Stanley
5
Morgan Stanley
New York
$4.84M 255,566 -71,054 -22%
UBS Group
6
UBS Group
Switzerland
$3.82M 201,661 +192 +0.1%
LPL Financial
7
LPL Financial
California
$3.57M 189,061 -170,076 -47%
RJA
8
Raymond James & Associates
Florida
$2.82M 148,609 -7,781 -5%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$2.58M 135,978 +105,660 +349%
LW
10
Linscomb Wealth
Texas
$2.31M 122,134 -33,617 -22%
Jane Street
11
Jane Street
New York
$1.93M 101,910 -46,384 -31%
CCWA
12
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.73M 91,421 -90,378 -50%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.64M 86,734 +2,078 +2%
CMP
14
Courage Miller Partners
Virginia
$1.41M 74,339 -3,823 -5%
NPC
15
National Planning Corporation
California
$1.36M 70,757 +3,320 +5%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$1.26M 66,612 -7,121 -10%
VKH
17
Virtu KCG Holdings
New York
$1.13M 59,676 +28,565 +92%
Citigroup
18
Citigroup
New York
$878K 46,347 +17,756 +62%
RIA
19
Regal Investment Advisors
Michigan
$870K 45,896 -1,375 -3%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$789K 41,661 -224 -0.5%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$781K 41,212 -50,495 -55%
HSA
22
HBK Sorce Advisory
Pennsylvania
$749K 39,509 +1,706 +5%
CCT
23
Country Club Trust
Missouri
$748K 39,475 +650 +2%
Ameriprise
24
Ameriprise
Minnesota
$725K 38,238 +644 +2%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$669K 35,300 – –
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