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Invesco Zacks Multi-Asset Income ETF
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Overview Fund Activity

43 hedge funds and large institutions have $11.5M invested in Invesco Zacks Multi-Asset Income ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
43
Holders Change
+3
Holders Change %
+7.5%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
7
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$897K
2
FFN
2
Focus Financial Network
Minnesota
$475K
3
FP
3
Financial Perspectives
Minnesota
$354K
4
Truist Financial
4
Truist Financial
North Carolina
$207K
5
SPIA
5
Steward Partners Investment Advisory
New York
$17.8K

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
HFA
3
High Falls Advisors
New York
$1.07M
4
Morgan Stanley
4
Morgan Stanley
New York
$2.35M
5
CI
5
CX Institutional
Indiana
$190K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$2.35M 101,338 -18,003 -15%
HFA
2
High Falls Advisors
New York
$1.07M 46,140 -22,728 -33%
Wells Fargo
3
Wells Fargo
California
$897K 38,640 +21,309 +123%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$783K 33,749 -2,174 -6%
LPL Financial
5
LPL Financial
California
$738K 31,754 -388 -1%
SFA
6
Sequoia Financial Advisors
Ohio
$505K 21,725 – –
Comerica Bank
7
Comerica Bank
Texas
$496K 20,691 +668 +3%
FFN
8
Focus Financial Network
Minnesota
$475K 20,444 +20,444 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$402K 17,295 -1 -0%
RJA
10
Raymond James & Associates
Florida
$365K 15,728 +695 +5%
FP
11
Financial Perspectives
Minnesota
$354K 8,214 +7,862 +2,234%
Bank of America
12
Bank of America
North Carolina
$351K 15,115 -409 -3%
SBSB
13
Sullivan, Bruyette, Speros & Blaney
Virginia
$314K 13,522 – –
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$291K 12,555 +27 +0.2%
Osaic Holdings
15
Osaic Holdings
Arizona
$226K 9,694 -1,835 -16%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$213K 9,161 -2,378 -21%
Truist Financial
17
Truist Financial
North Carolina
$207K 8,900 +8,900 New
UBS Group
18
UBS Group
Switzerland
$206K 8,872 -5,614 -39%
CI
19
CX Institutional
Indiana
$190K 8,183 -12,705 -61%
JPLA
20
Joseph P. Lucia & Associates
New York
$171K 7,345 -525 -7%
RCA
21
Ranch Capital Advisors
Florida
$154K 6,650 -250 -4%
APA
22
American Portfolios Advisors
New York
$131K 5,622 -75 -1%
AF
23
Advisornet Financial
Minnesota
$98K 4,200 – –
HI
24
Hudock Inc
Pennsylvania
$83K 3,615 -700 -16%
CAL
25
Capital Advisors Ltd
Ohio
$42K 1,797 -890 -33%
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