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Invesco Zacks Multi-Asset Income ETF

37 hedge funds and large institutions have $13.7M invested in Invesco Zacks Multi-Asset Income ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
37
Holders Change
+3
Holders Change %
+8.82%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$2.39M 108,784 +7,309 +7%
HSA
2
HBK Sorce Advisory
Pennsylvania
$2.38M 108,515 +3,477 +3%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.01M 91,448 +23 +0%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.14M 52,065 +34,077 +189%
Wells Fargo
5
Wells Fargo
California
$801K 36,530 +10,264 +39%
LPL Financial
6
LPL Financial
California
$763K 34,810 +945 +3%
Bank of America
7
Bank of America
North Carolina
$599K 27,320 -2,334 -8%
TNBTD
8
Trustmark National Bank Trust Department
Mississippi
$490K 22,340
SFA
9
Sequoia Financial Advisors
Ohio
$438K 19,975 -1,750 -8%
Comerica Bank
10
Comerica Bank
Texas
$391K 17,850 +17,850 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$370K 16,854 -11,849 -41%
RJA
12
Raymond James & Associates
Florida
$359K 16,355 -3,270 -17%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$297K 13,543 +580 +4%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$296K 13,492 -508 -4%
AWS
15
Atria Wealth Solutions
New York
$274K 12,480 +12,480 New
HFA
16
High Falls Advisors
New York
$243K 11,083 -10,249 -48%
UBS Group
17
UBS Group
Switzerland
$181K 8,241 -1,477 -15%
Deutsche Bank
18
Deutsche Bank
Germany
$35.6K 1,625
HI
19
Harbour Investments
Wisconsin
$32.7K 1,493 +3 +0.2%
SPIA
20
Steward Partners Investment Advisory
New York
$23.4K 1,067
EWA
21
EverSource Wealth Advisors
Alabama
$22.8K 1,040
PTC
22
Private Trust Company
Ohio
$21.9K 1,000
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$21.8K 996
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$21K 940 -17,218 -95%
IA
25
IFP Advisors
Florida
$19.7K 897