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Invesco Zacks Multi-Asset Income ETF

39 hedge funds and large institutions have $18.3M invested in Invesco Zacks Multi-Asset Income ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
39
Holders Change
+4
Holders Change %
+11.43%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
12
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$3.2M 127,128 +3,465 +3%
HSA
2
HBK Sorce Advisory
Pennsylvania
$2.77M 110,167 +622 +0.6%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.28M 90,642 +14 +0%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.88M 74,807 +4,980 +7%
MWM
5
MGB Wealth Management
Texas
$1.67M 66,548 +8,511 +15%
LPL Financial
6
LPL Financial
California
$1.54M 61,167 +4,415 +8%
Raymond James Financial
7
Raymond James Financial
Florida
$823K 32,729 +32,729 New
Wells Fargo
8
Wells Fargo
California
$637K 25,336 -1,066 -4%
TNBTD
9
Trustmark National Bank Trust Department
Mississippi
$562K 22,340
Osaic Holdings
10
Osaic Holdings
Arizona
$534K 21,234 +1,595 +8%
AWS
11
Atria Wealth Solutions
New York
$397K 15,759 -119 -0.7%
Comerica Bank
12
Comerica Bank
Texas
$395K 15,710 +24 +0.2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$365K 14,490 +14,490 New
Bank of America
14
Bank of America
North Carolina
$363K 14,427 -1,910 -12%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$275K 10,930 +10,930 New
UBS Group
16
UBS Group
Switzerland
$123K 4,874 +1,117 +30%
CP
17
Castleview Partners
Texas
$80.8K 3,185 +29 +0.9%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$65.1K 2,587 -233 -8%
Deutsche Bank
19
Deutsche Bank
Germany
$40.9K 1,625
CIA
20
Cape Investment Advisory
Georgia
$30.2K 1,200 +1,200 New
HI
21
Harbour Investments
Wisconsin
$28.5K 1,132
EWA
22
EverSource Wealth Advisors
Alabama
$26.2K 1,040
PTC
23
Private Trust Company
Ohio
$25.2K 1,000
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$25.1K 996
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$24K 971