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Invesco Financial Preferred ETF
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Overview Fund Activity

156 hedge funds and large institutions have $303M invested in Invesco Financial Preferred ETF in 2017 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 66 increasing their positions, 41 reducing their positions, and 14 closing their positions.

Holders
156
Holders Change
+3
Holders Change %
+1.96%
% of All Funds
3.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
66
Reduced
41
Closed
14
Calls
$1K
Puts
$512K
Net Calls
-$511K
Net Calls Change
+$328K

Top Buyers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$3.55M
2
Goldman Sachs
2
Goldman Sachs
New York
$2.46M
3
CS
3
Credit Suisse
Switzerland
$1.72M
4
Asset Management One
4
Asset Management One
Japan
$7.31M
5
AWS
5
AJ Wealth Strategies
New York
$4.26M

Top Sellers

1
CG
1
Caprock Group
Idaho
$0
2
FA
2
FDx Advisors
Illinois
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$23.4M
4
ACM
4
Aviance Capital Management
Florida
$17.4M
5
Ameriprise
5
Ameriprise
Minnesota
$2.91M
Name Market Value Shares Shares
Change 		Shares
Change %
AC
101
Alexandria Capital
Virginia
$306K 16,000 – –
DG
102
Davidson & Garrard
Virginia
$287K 15,000 – –
EAM
103
Evanson Asset Management
California
$282K 14,750 – –
SI
104
SII Investments
Wisconsin
$269K 14,039 +763 +6%
B
105
Bridgeworth
Alabama
$255K 13,339 -1,748 -12%
FHA
106
Flagship Harbor Advisors
Massachusetts
$253K 13,186 +9 +0.1%
JPMorgan Chase & Co
107
JPMorgan Chase & Co
New York
$247K 12,929 -19,200 -60%
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$242K 12,682 +3,097 +32%
SC
109
SouthState Corp
Florida
$239K 12,500 +12,500 New
OPCM
110
Osborne Partners Capital Management
California
$229K 12,000 – –
HighTower Advisors
111
HighTower Advisors
Illinois
$226K 11,681 +1,612 +16%
SPIA
112
Steward Partners Investment Advisory
New York
$224K 11,750 -78 -0.7%
GT
113
Glenmede Trust
Pennsylvania
$223K 12,000 – –
Bank of New York Mellon
114
Bank of New York Mellon
New York
$222K 11,650 +255 +2%
NEPWA
115
New England Private Wealth Advisors
Massachusetts
$215K 11,206 +14 +0.1%
CA
116
Cetera Advisors
Colorado
$204K 10,711 +4 +0%
M&T Bank
117
M&T Bank
New York
$202K 10,597 +10,597 New
IA
118
IFP Advisors
Florida
$197K 10,316 +15 +0.1%
UAS
119
United Asset Strategies
New York
$196K 10,275 -300 -3%
RJT
120
Raymond James Trust
Florida
$195K 10,185 – –
Truist Financial
121
Truist Financial
North Carolina
$193K 10,090 – –
WAM
122
Wealthspire Advisors (Maryland)
Maryland
$165K 8,636 – –
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$123K 6,454 +1,454 +29%
SBL
124
Sargent Bickham Lagudis
Colorado
$118K 6,193 -300 -5%
ASN
125
Advisory Services Network
Georgia
$108K 5,657 +2,455 +77%
3 4
5
6 7