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Invesco Preferred ETF
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Overview Fund Activity

261 hedge funds and large institutions have $2.2B invested in Invesco Preferred ETF in 2017 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 125 increasing their positions, 58 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
-8
Holders Change %
-2.97%
% of All Funds
6.52%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.45%
New
26
Increased
125
Reduced
58
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$605M
2
Wells Fargo
Wells Fargo
California
$422M
3
Ameriprise
Ameriprise
Minnesota
$100M
4
Morgan Stanley
Morgan Stanley
New York
$135M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$119M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$37.2M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$78.5M
3
VFA
Voya Financial Advisors
Connecticut
$5.75M
4
MSWM
Mader & Shannon Wealth Management
Missouri
$0
5
FWM
Frontier Wealth Management
Missouri
$2.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
HT
251
Heritage Trust
Oklahoma
$6K +$6K +372 New
SFG
252
SevenBridge Financial Group
Pennsylvania
$5K – – –
FMII
253
Farmers & Merchants Investments Inc
Nebraska
$5K – – –
AIM
254
Anchor Investment Management
South Carolina
$3.76K – – –
JCM
255
Jacobi Capital Management
Pennsylvania
$3K – – –
VFA
256
Valeo Financial Advisors
Indiana
$3K +$3K +207 New
SSB
257
Sandy Spring Bank
Maryland
$2K – – –
PG
258
Patten Group
Tennessee
$2K – – –
PWPCM
259
Perella Weinberg Partners Capital Management
New York
$1.51K – – –
CHP
260
Cable Hill Partners
Oregon
$1K – – –
WT
261
Whittier Trust
California
$1K – – –
MSWM
262
Mader & Shannon Wealth Management
Missouri
– -$5.16M -341,402 Closed
CS
263
Credit Suisse
Switzerland
– -$3.02M -200,000 Closed
CIBC World Market
264
CIBC World Market
Ontario, Canada
– -$2.23M -147,855 Closed
CIM
265
Cetera Investment Management
California
– -$1.31M -86,315 Closed
CWM
266
Cabot Wealth Management
Massachusetts
– -$784K -51,895 Closed
CWP
267
Capital Wealth Planning
Florida
– -$663K -43,847 Closed
PWAG
268
Polaris Wealth Advisory Group
California
– -$486K -32,152 Closed
TSS
269
Two Sigma Securities
New York
– -$485K -32,071 Closed
RSA
270
Robertson Stephens Advisors
California
– -$401K -26,533 Closed
BCM
271
Bluefin Capital Management
New York
– -$383K -25,348 Closed
Susquehanna International Group
272
Susquehanna International Group
Pennsylvania
– -$301K -19,937 Closed
B
273
Bridgeworth
Alabama
– -$215K -14,159 Closed
AWE
274
Avidian Wealth Enterprises
Texas
– -$206K -13,617 Closed
NA
275
Navellier & Associates
Nevada
– -$201K -13,300 Closed
8 9 10
11
12