CVY icon

Invesco Zacks Multi-Asset Income ETF

30 hedge funds and large institutions have $9.08M invested in Invesco Zacks Multi-Asset Income ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 7 closing their positions.

Holders
30
Holders Change
-5
Holders Change %
-14.29%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
6
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$2.48M 117,076 +4,681 +4%
Bank of America
2
Bank of America
North Carolina
$1.15M 54,555 +31,826 +140%
LPL Financial
3
LPL Financial
California
$668K 31,576 +558 +2%
HFA
4
High Falls Advisors
New York
$612K 28,940 -3,717 -11%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$532K 25,161 -4,741 -16%
TNBTD
6
Trustmark National Bank Trust Department
Mississippi
$472K 22,340 -7,450 -25%
SFA
7
Sequoia Financial Advisors
Ohio
$459K 21,725
Comerica Bank
8
Comerica Bank
Texas
$403K 17,926
RJA
9
Raymond James & Associates
Florida
$396K 18,730 -5,388 -22%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$393K 18,587 -209 -1%
Wells Fargo
11
Wells Fargo
California
$373K 17,656 -749 -4%
Osaic Holdings
12
Osaic Holdings
Arizona
$362K 17,078 +5,388 +46%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$318K 15,024 +121 +0.8%
UBS Group
14
UBS Group
Switzerland
$160K 7,558 +139 +2%
IA
15
IFP Advisors
Florida
$79K 3,552
SPIA
16
Steward Partners Investment Advisory
New York
$36.2K 1,712
Deutsche Bank
17
Deutsche Bank
Germany
$34.4K 1,625
EWA
18
EverSource Wealth Advisors
Alabama
$22K 1,040 +1,040 New
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$21.1K 996
PTC
20
Private Trust Company
Ohio
$21K 1,000
GWM
21
Geneos Wealth Management
Colorado
$14K 663
CAL
22
Capital Advisors Ltd
Ohio
$14K 647
NA
23
NewEdge Advisors
Louisiana
$13.3K 627 +627 New
CBT
24
CoreFirst Bank & Trust
Kansas
$11.5K 545
AIP
25
Ameritas Investment Partners
Nebraska
$10.6K 500 +250 +100%