CVY icon

Invesco Zacks Multi-Asset Income ETF

43 hedge funds and large institutions have $20.4M invested in Invesco Zacks Multi-Asset Income ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
43
Holders Change
+6
Holders Change %
+16.22%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
9
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.91M 206,472 +97,688 +90%
HSA
2
HBK Sorce Advisory
Pennsylvania
$2.51M 105,723 -2,792 -3%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.17M 91,473 +25 +0%
Ameriprise
4
Ameriprise
Minnesota
$1.9M 79,788 +79,788 New
MWM
5
MGB Wealth Management
Texas
$1.41M 59,488 +59,488 New
Osaic Holdings
6
Osaic Holdings
Arizona
$1.01M 42,464 -9,601 -18%
LPL Financial
7
LPL Financial
California
$930K 39,134 +4,324 +12%
Wells Fargo
8
Wells Fargo
California
$863K 36,343 -187 -0.5%
Bank of America
9
Bank of America
North Carolina
$626K 26,362 -958 -4%
TNBTD
10
Trustmark National Bank Trust Department
Mississippi
$531K 22,340
SFA
11
Sequoia Financial Advisors
Ohio
$475K 19,975
Comerica Bank
12
Comerica Bank
Texas
$422K 17,781 -69 -0.4%
RJA
13
Raymond James & Associates
Florida
$351K 14,779 -1,576 -10%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$346K 14,565 +1,073 +8%
AWS
15
Atria Wealth Solutions
New York
$308K 12,972 +492 +4%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$306K 12,887 -656 -5%
FFN
17
Focus Financial Network
Minnesota
$303K 12,763 +12,763 New
HFA
18
High Falls Advisors
New York
$263K 11,083
Mariner
19
Mariner
Kansas
$228K 9,583 +9,583 New
UBS Group
20
UBS Group
Switzerland
$154K 6,467 -1,774 -22%
CP
21
Castleview Partners
Texas
$72.7K 3,060 +3,060 New
Deutsche Bank
22
Deutsche Bank
Germany
$38.6K 1,625
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$35K 1,471 +531 +56%
HI
24
Harbour Investments
Wisconsin
$26.9K 1,132 -361 -24%
EWA
25
EverSource Wealth Advisors
Alabama
$24.7K 1,040