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Invesco Preferred ETF
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Overview Fund Activity

232 hedge funds and large institutions have $1.59B invested in Invesco Preferred ETF in 2016 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 73 increasing their positions, 86 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+5
Holders Change %
+2.2%
% of All Funds
5.81%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.33%
New
45
Increased
73
Reduced
86
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HNB
1
Huntington National Bank
Ohio
$33.5M
2
FAAS
2
First Allied Advisory Services
California
$16.2M
3
Ameriprise
3
Ameriprise
Minnesota
$64.5M
4
FWM
4
FFT Wealth Management
Pennsylvania
$5M
5
Wells Fargo
5
Wells Fargo
California
$310M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$314M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$93M
3
Morgan Stanley
3
Morgan Stanley
New York
$137M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.33M
5
Prudential Financial
5
Prudential Financial
New Jersey
$5.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
226
Farmers & Merchants Investments Inc
Nebraska
$4K – – –
AIM
227
Anchor Investment Management
South Carolina
$3.56K – – –
JCM
228
Jacobi Capital Management
Pennsylvania
$3K – – –
PG
229
Patten Group
Tennessee
$2K – – –
SSB
230
Sandy Spring Bank
Maryland
$2K +$2K +139 New
AWM
231
Arbor Wealth Management
Florida
$274 -$96 -6,534 -26%
Bessemer Group
232
Bessemer Group
New Jersey
– -$15.1M -1,000,000 Closed
FIG
233
FundX Investment Group
California
– -$10.5M -694,989 Closed
SIAS
234
Shine Investment Advisory Services
Colorado
– -$9.37M -619,435 Closed
YMRC
235
Yorktown Management & Research Company
Virginia
– -$7.72M -510,000 Closed
SIA
236
SeaBridge Investment Advisors
New Jersey
– -$2.91M -192,465 Closed
ACM
237
Arlington Capital Management
Illinois
– -$2.85M -188,259 Closed
ACM
238
Argentus Capital Management
Texas
– -$2.79M -184,141 Closed
QA
239
Quantitative Advantage
Minnesota
– -$1.6M -106,037 Closed
AG
240
Appleton Group
Wisconsin
– -$1.58M -104,577 Closed
NA
241
Navellier & Associates
Nevada
– -$1.51M -99,744 Closed
NL
242
NWAM LLC
Washington
– -$1.19M -78,932 Closed
CWM
243
Concert Wealth Management
California
– -$1.09M -71,787 Closed
JPMPWA
244
J.P. Morgan Private Wealth Advisors
California
– -$1.02M -67,500 Closed
KA
245
Kovack Advisors
Florida
– -$949K -62,702 Closed
BRWA
246
B. Riley Wealth Advisors
Florida
– -$466K -47,520 Closed
UR
247
USCA RIA
Texas
– -$485K -32,052 Closed
SP
248
Sarasin & Partners
United Kingdom
– -$454K -30,000 Closed
HH
249
HWG Holdings
Texas
– -$426K -28,178 Closed
OA
250
Oxbow Advisors
Texas
– -$392K -25,900 Closed
7 8 9
10
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