CVY icon

Invesco Zacks Multi-Asset Income ETF

64 hedge funds and large institutions have $67.3M invested in Invesco Zacks Multi-Asset Income ETF in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 27 reducing their positions, and 9 closing their positions.

Holders
64
Holders Change
-1
Holders Change %
-1.54%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
8
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LI
1
Longer Investments
Arkansas
$11.8M 562,875 +65,445 +13%
Bank of America
2
Bank of America
North Carolina
$11.3M 537,840 -14,673 -3%
UBS Group
3
UBS Group
Switzerland
$5.32M 253,677 +32,257 +15%
Morgan Stanley
4
Morgan Stanley
New York
$5.03M 240,284 +20,741 +9%
UCFA
5
United Capital Financial Advisors
Texas
$4.56M 217,500 -650,048 -75%
LPL Financial
6
LPL Financial
California
$4.14M 197,808 +1,488 +0.8%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$3.56M 169,691 -79,592 -32%
Wells Fargo
8
Wells Fargo
California
$2.95M 140,824 -111,387 -44%
RJA
9
Raymond James & Associates
Florida
$2.92M 139,190 -1,243 -0.9%
LW
10
Linscomb Wealth
Texas
$1.79M 85,599 -1,047 -1%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$1.13M 53,930 -2,702 -5%
Ameriprise
12
Ameriprise
Minnesota
$999K 47,682 +6,672 +16%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$750K 35,775 -7,465 -17%
CCT
14
Country Club Trust
Missouri
$744K 35,515 -150 -0.4%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$742K 35,402 -3,349 -9%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$740K 35,300
HSA
17
HBK Sorce Advisory
Pennsylvania
$730K 34,850 -101 -0.3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$725K 34,603 +1,758 +5%
CCWA
19
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$689K 32,864 -18,812 -36%
VKH
20
Virtu KCG Holdings
New York
$683K 32,579 -34,525 -51%
Jane Street
21
Jane Street
New York
$603K 28,769 +15,579 +118%
AT
22
Arden Trust
Delaware
$523K 24,992 -1,342 -5%
MML Investors Services
23
MML Investors Services
Massachusetts
$501K 23,894 +23,894 New
Comerica Bank
24
Comerica Bank
Texas
$423K 19,913
IFWM
25
Institute for Wealth Management
Colorado
$361K 17,251 +17,251 New