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Invesco Zacks Multi-Asset Income ETF

35 hedge funds and large institutions have $11.4M invested in Invesco Zacks Multi-Asset Income ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
35
Holders Change
+5
Holders Change %
+16.67%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
7
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$2.35M 111,457 -5,619 -5%
HSA
2
HBK Sorce Advisory
Pennsylvania
$2.29M 108,526 +108,526 New
Bank of America
3
Bank of America
North Carolina
$1.04M 49,362 -5,193 -10%
LPL Financial
4
LPL Financial
California
$992K 47,061 +15,485 +49%
HFA
5
High Falls Advisors
New York
$546K 25,904 -3,036 -10%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$531K 25,186 +25 +0.1%
TNBTD
7
Trustmark National Bank Trust Department
Mississippi
$471K 22,340
SFA
8
Sequoia Financial Advisors
Ohio
$458K 21,725
RJA
9
Raymond James & Associates
Florida
$425K 20,147 +1,417 +8%
Wells Fargo
10
Wells Fargo
California
$415K 19,665 +2,009 +11%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$354K 16,807 +16,807 New
Osaic Holdings
12
Osaic Holdings
Arizona
$347K 16,450 -628 -4%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$321K 15,222 +198 +1%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$270K 12,792 -5,795 -31%
BWP
15
Balboa Wealth Partners
Arizona
$230K 10,914 +10,914 New
UBS Group
16
UBS Group
Switzerland
$149K 7,089 -469 -6%
SPIA
17
Steward Partners Investment Advisory
New York
$36.1K 1,712
Deutsche Bank
18
Deutsche Bank
Germany
$34.3K 1,625
HI
19
Harbour Investments
Wisconsin
$31.3K 1,485 +1,137 +327%
EWA
20
EverSource Wealth Advisors
Alabama
$21.9K 1,040
PTC
21
Private Trust Company
Ohio
$21.1K 1,000
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$21K 996
IA
23
IFP Advisors
Florida
$19.9K 897 -2,655 -75%
CAL
24
Capital Advisors Ltd
Ohio
$14K 647
GWM
25
Geneos Wealth Management
Colorado
$14K 663