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Invesco Zacks Multi-Asset Income ETF

35 hedge funds and large institutions have $18.4M invested in Invesco Zacks Multi-Asset Income ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 5 closing their positions.

Holders
35
Holders Change
-4
Holders Change %
-10.26%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
10
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$3.23M 123,663 +30,722 +33%
HSA
2
HBK Sorce Advisory
Pennsylvania
$2.86M 109,545 -739 -0.7%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.37M 90,628 -930 -1%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.82M 69,827 +1,184 +2%
MWM
5
MGB Wealth Management
Texas
$1.52M 58,037 -501 -0.9%
LPL Financial
6
LPL Financial
California
$1.48M 56,752 +2,655 +5%
Wells Fargo
7
Wells Fargo
California
$690K 26,402 -6,539 -20%
TNBTD
8
Trustmark National Bank Trust Department
Mississippi
$584K 22,340
SFA
9
Sequoia Financial Advisors
Ohio
$522K 19,975
Osaic Holdings
10
Osaic Holdings
Arizona
$513K 19,639 +820 +4%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$454K 17,394 +817 +5%
Bank of America
12
Bank of America
North Carolina
$427K 16,337 +1,249 +8%
AWS
13
Atria Wealth Solutions
New York
$415K 15,878 +1,139 +8%
Comerica Bank
14
Comerica Bank
Texas
$410K 15,686
RJA
15
Raymond James & Associates
Florida
$358K 13,724
USWIA
16
UP Strategic Wealth Investment Advisors
Pennsylvania
$200K 7,668 +7,668 New
UBS Group
17
UBS Group
Switzerland
$98.1K 3,757 -1,153 -23%
CP
18
Castleview Partners
Texas
$82.4K 3,156 +29 +0.9%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$73.7K 2,820 +912 +48%
Deutsche Bank
20
Deutsche Bank
Germany
$42.4K 1,625
HI
21
Harbour Investments
Wisconsin
$29.6K 1,132
EWA
22
EverSource Wealth Advisors
Alabama
$27.2K 1,040
PTC
23
Private Trust Company
Ohio
$26.1K 1,000
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$26K 996
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$25K 971