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Invesco Zacks Multi-Asset Income ETF

38 hedge funds and large institutions have $17.7M invested in Invesco Zacks Multi-Asset Income ETF in 2024 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 5 closing their positions.

Holders
38
Holders Change
-5
Holders Change %
-11.63%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
11
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HSA
1
HBK Sorce Advisory
Pennsylvania
$2.76M 107,434 +1,711 +2%
Morgan Stanley
2
Morgan Stanley
New York
$2.41M 93,764 -112,708 -55%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.35M 91,494 +21 +0%
MWM
4
MGB Wealth Management
Texas
$1.53M 59,308 -180 -0.3%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.41M 54,922 +40,357 +277%
LPL Financial
6
LPL Financial
California
$1.21M 46,852 +7,718 +20%
Wells Fargo
7
Wells Fargo
California
$1.02M 39,821 +3,478 +10%
Bank of America
8
Bank of America
North Carolina
$765K 29,730 +3,368 +13%
Osaic Holdings
9
Osaic Holdings
Arizona
$733K 28,483 -13,981 -33%
TNBTD
10
Trustmark National Bank Trust Department
Mississippi
$575K 22,340
SFA
11
Sequoia Financial Advisors
Ohio
$514K 19,975
RJFSA
12
Raymond James Financial Services Advisors
Florida
$413K 16,068 +3,181 +25%
Comerica Bank
13
Comerica Bank
Texas
$406K 15,767 -2,014 -11%
AWS
14
Atria Wealth Solutions
New York
$376K 14,634 +1,662 +13%
RJA
15
Raymond James & Associates
Florida
$369K 14,335 -444 -3%
HFA
16
High Falls Advisors
New York
$285K 11,083
UBS Group
17
UBS Group
Switzerland
$127K 4,929 -1,538 -24%
CP
18
Castleview Partners
Texas
$79.4K 3,087 +27 +0.9%
Deutsche Bank
19
Deutsche Bank
Germany
$41.8K 1,625
HI
20
Harbour Investments
Wisconsin
$29.1K 1,132
EWA
21
EverSource Wealth Advisors
Alabama
$25.9K 1,040
IBOK
22
Independence Bank of Kentucky
Kentucky
$25.7K 1,000
PTC
23
Private Trust Company
Ohio
$25.7K 1,000
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$25.6K 996
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$25K 971 -500 -34%