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Invesco Zacks Multi-Asset Income ETF

64 hedge funds and large institutions have $62.7M invested in Invesco Zacks Multi-Asset Income ETF in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 12 increasing their positions, 24 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-7
Holders Change %
-9.86%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
12
Reduced
24
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$9.47M +$87.7K +4,562 +0.9%
LI
2
Longer Investments
Arkansas
$7.33M -$883K -45,925 -11%
WCM
3
Weatherstone Capital Management
Colorado
$5.65M +$5.65M +254,861 New
ACG
4
Allen Capital Group
Nebraska
$5.06M -$302K -14,358 -6%
Morgan Stanley
5
Morgan Stanley
New York
$4.91M +$538K +28,011 +12%
LPL Financial
6
LPL Financial
California
$4.35M -$67.1K -3,489 -2%
UBS Group
7
UBS Group
Switzerland
$4.18M -$256K -13,331 -6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.8M +$1.91M +99,132 +214%
RJA
9
Raymond James & Associates
Florida
$2.24M -$111K -5,785 -5%
MIAN
10
Mariner Independent Advisor Network
Kansas
$1.92M +$1.92M +93,887 New
SP
11
SWS Partners
Ohio
$1.83M -$61.5K -3,201 -3%
Ameriprise
12
Ameriprise
Minnesota
$1.61M +$39.6K +2,058 +3%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.29M +$608K +31,659 +90%
Wells Fargo
14
Wells Fargo
California
$1.1M -$702K -36,562 -39%
AF
15
Advisornet Financial
Minnesota
$1M -$50.9K -2,650 -5%
LW
16
Linscomb Wealth
Texas
$998K +$423 +22 +0%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$714K -$72.7K -3,785 -9%
HFA
18
High Falls Advisors
New York
$643K -$40.9K -2,124 -6%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$453K +$66.9K +3,482 +17%
Comerica Bank
20
Comerica Bank
Texas
$433K +$256 +12 +0.1%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$369K -$178K -9,267 -33%
AT
22
Arden Trust
Delaware
$368K -$70K -3,638 -16%
Deutsche Bank
23
Deutsche Bank
Germany
$324K +$63K +3,289 +24%
FAAS
24
First Allied Advisory Services
California
$268K -$179K -9,315 -40%
SFA
25
Sequoia Financial Advisors
Ohio
$267K