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Invesco Zacks Multi-Asset Income ETF

71 hedge funds and large institutions have $84.7M invested in Invesco Zacks Multi-Asset Income ETF in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 36 reducing their positions, and 4 closing their positions.

Holders
71
Holders Change
+2
Holders Change %
+2.9%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
6
Increased
15
Reduced
36
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UCFA
1
United Capital Financial Advisors
Texas
$16.1M 827,883 +19,730 +2%
LI
2
Longer Investments
Arkansas
$11.8M 607,155 +36,205 +6%
Bank of America
3
Bank of America
North Carolina
$11M 566,155 -8,461 -1%
UBS Group
4
UBS Group
Switzerland
$4.97M 256,482 +54,821 +27%
Morgan Stanley
5
Morgan Stanley
New York
$4.82M 248,576 -6,990 -3%
LPL Financial
6
LPL Financial
California
$3.47M 180,861 -8,200 -4%
Wells Fargo
7
Wells Fargo
California
$3.33M 171,917 -109,652 -39%
RJA
8
Raymond James & Associates
Florida
$3.32M 171,176 +22,567 +15%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$2.73M 140,660 +53,926 +62%
LW
10
Linscomb Wealth
Texas
$1.83M 94,486 -27,648 -23%
NPC
11
National Planning Corporation
California
$1.47M 76,475 +5,718 +8%
CCWA
12
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.37M 70,734 -20,687 -23%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$1.23M 63,611 -72,367 -53%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$1.2M 62,098 -4,514 -7%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$784K 40,450 +8,581 +27%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$778K 40,142 -1,070 -3%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$767K 39,549 -2,112 -5%
HSA
18
HBK Sorce Advisory
Pennsylvania
$760K 39,209 -300 -0.8%
CCT
19
Country Club Trust
Missouri
$760K 39,225 -250 -0.6%
ACN
20
Advisor Consultant Network
Ohio
$760K 39,225 +39,225 New
Ameriprise
21
Ameriprise
Minnesota
$724K 37,318 -920 -2%
Jane Street
22
Jane Street
New York
$721K 37,203 -64,707 -63%
RIA
23
Regal Investment Advisors
Michigan
$687K 35,417 -10,479 -23%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$685K 35,300
Citadel Advisors
25
Citadel Advisors
Florida
$641K 33,036 +12,332 +60%