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Invesco Financial Preferred ETF
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Overview Fund Activity

158 hedge funds and large institutions have $342M invested in Invesco Financial Preferred ETF in 2016 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 41 increasing their positions, 53 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+10
Holders Change %
+6.76%
% of All Funds
3.96%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
31
Increased
41
Reduced
53
Closed
18
Calls
$214K
Puts
$1.89M
Net Calls
-$1.67M
Net Calls Change
-$1.94M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$80.8M
2
HI
Horizon Investments
North Carolina
$47.3M
3
Asset Management One
Asset Management One
Japan
$3.1M
4
CG
Caprock Group
Idaho
$4.63M
5
Wells Fargo
Wells Fargo
California
$1.89M

Top Sellers

1
SMM
Stadion Money Management
Georgia
$0
2
Morgan Stanley
Morgan Stanley
New York
$25.2M
3
YMRC
Yorktown Management & Research Company
Virginia
$0
4
LPL Financial
LPL Financial
California
$16.6M
5
ACM
Aviance Capital Management
Florida
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNB
151
Ledyard National Bank
$6K – – –
DSC
152
Duncker Streett & Co
Missouri
$4K -$1.33K -75 -25%
GWS
153
Glassman Wealth Services
Virginia
$4K – – –
AA
154
AlphaMark Advisors
Kentucky
$4K +$4K +200 New
AWMS
155
Advocacy Wealth Management Services
Georgia
$2K -$3.64K -231 -65%
SMM
156
Stadion Money Management
Georgia
– -$16.8M -881,519 Closed
YMRC
157
Yorktown Management & Research Company
Virginia
– -$4.76M -250,000 Closed
CG
158
Colony Group
Massachusetts
– -$2.38M -124,730 Closed
WI
159
WBI Investments
New Jersey
– -$1.85M -97,060 Closed
JPMPWA
160
J.P. Morgan Private Wealth Advisors
California
– -$1.63M -85,600 Closed
SP
161
Sarasin & Partners
United Kingdom
– -$572K -30,000 Closed
MWM
162
Merriman Wealth Management
Washington
– -$410K -21,500 Closed
UCFA
163
United Capital Financial Advisors
Texas
– -$342K -17,950 Closed
Susquehanna International Group
164
Susquehanna International Group
Pennsylvania
– -$233K -12,252 Closed
MSWM
165
Mader & Shannon Wealth Management
Missouri
– -$226K -11,880 Closed
SS
166
Simplicity Solutions
Minnesota
– -$198K -10,388 Closed
ACM
167
Argentus Capital Management
Texas
– -$57K -3,000 Closed
ECM
168
Exchange Capital Management
Michigan
– -$41K -2,149 Closed
HRC
169
Hoertkorn Richard Charles
– -$38K -2,000 Closed
Mariner
170
Mariner
Kansas
– -$22K -1,150 Closed
IWM
171
Integrated Wealth Management
California
– -$11K -600 Closed
JFA
172
JNBA Financial Advisors
Minnesota
– -$6K -291 Closed
S
173
SignatureFD
Georgia
– -$6K -291 Closed
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