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Invesco Zacks Multi-Asset Income ETF
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Overview Fund Activity

36 hedge funds and large institutions have $18.7M invested in Invesco Zacks Multi-Asset Income ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
-3
Holders Change %
-7.69%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
10
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$657K
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$177K
3
Bank of America
Bank of America
North Carolina
+$60.8K
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$41.2K
5
Raymond James Financial
Raymond James Financial
Florida
+$16.9K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$187K
2
Morgan Stanley
Morgan Stanley
New York
-$109K
3
CP
Castleview Partners
Texas
-$80.8K
4
HSA
HBK Sorce Advisory
Pennsylvania
-$70.2K
5
UBS Group
UBS Group
Switzerland
-$69.4K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$3.12M -$109K -4,281 -3%
HSA
2
HBK Sorce Advisory
Pennsylvania
$2.73M -$70.2K -2,764 -3%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.29M -$11.1K -439 -0.5%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.08M +$177K +6,958 +9%
MWM
5
MGB Wealth Management
Texas
$1.69M – – –
LPL Financial
6
LPL Financial
California
$1.57M +$16.3K +641 +1%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.02M +$657K +25,858 +178%
Raymond James Financial
8
Raymond James Financial
Florida
$848K +$16.9K +664 +2%
Wells Fargo
9
Wells Fargo
California
$589K -$53.8K -2,119 -8%
TNBTD
10
Trustmark National Bank Trust Department
Mississippi
$567K – – –
Bank of America
11
Bank of America
North Carolina
$427K +$60.8K +2,395 +17%
Comerica Bank
12
Comerica Bank
Texas
$400K +$762 +30 +0.2%
Osaic Holdings
13
Osaic Holdings
Arizona
$352K -$187K -7,376 -35%
AWS
14
Atria Wealth Solutions
New York
$331K -$69K -2,719 -17%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$269K -$8.94K -352 -3%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$65.7K – – –
UBS Group
17
UBS Group
Switzerland
$54.3K -$69.4K -2,735 -56%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$52.4K +$41.2K +1,619 +370%
CIA
19
Cape Investment Advisory
Georgia
$30.5K – – –
HI
20
Harbour Investments
Wisconsin
$28.7K – – –
EWA
21
EverSource Wealth Advisors
Alabama
$26.4K – – –
GWM
22
Geneos Wealth Management
Colorado
$26.1K +$15.6K +613 +148%
PTC
23
Private Trust Company
Ohio
$25.4K – – –
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$25.3K – – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$25K – – –
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