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Invesco Zacks Multi-Asset Income ETF

37 hedge funds and large institutions have $19.2M invested in Invesco Zacks Multi-Asset Income ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$3.5M +$333K +12,921 +11%
HSA
2
HBK Sorce Advisory
Pennsylvania
$2.65M -$121K -4,694 -4%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.33M +$361 +14 +0%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.13M +$22.9K +888 +1%
LPL Financial
5
LPL Financial
California
$1.92M +$330K +12,811 +21%
MWM
6
MGB Wealth Management
Texas
$1.72M
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$918K -$122K -4,723 -12%
Raymond James Financial
8
Raymond James Financial
Florida
$835K -$25.4K -984 -3%
Wells Fargo
9
Wells Fargo
California
$711K +$112K +4,363 +19%
Osaic Holdings
10
Osaic Holdings
Arizona
$690K +$339K +13,410 +97%
TNBTD
11
Trustmark National Bank Trust Department
Mississippi
$576K
Bank of America
12
Bank of America
North Carolina
$374K -$59.4K -2,303 -14%
Comerica Bank
13
Comerica Bank
Texas
$343K -$62.6K -2,428 -15%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$60.1K -$6.57K -255 -10%
UBS Group
15
UBS Group
Switzerland
$56.7K +$1.57K +61 +3%
Jones Financial Companies
16
Jones Financial Companies
Missouri
$51.6K -$1.31K -51 -2%
CIA
17
Cape Investment Advisory
Georgia
$30.9K
HI
18
Harbour Investments
Wisconsin
$29.2K
EWA
19
EverSource Wealth Advisors
Alabama
$26.8K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$26K +$929 +36 +4%
PTC
21
Private Trust Company
Ohio
$25.8K
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$25.7K
DF
23
Dunhill Financial
United Kingdom
$19.3K +$19.3K +750 New
SPIA
24
Steward Partners Investment Advisory
New York
$17.5K
AssetMark Inc
25
AssetMark Inc
California
$17.1K