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Invesco Preferred ETF
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Overview Fund Activity

347 hedge funds and large institutions have $2.04B invested in Invesco Preferred ETF in 2019 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 125 increasing their positions, 114 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
+3
Holders Change %
+0.87%
% of All Funds
7.52%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
45
Increased
125
Reduced
114
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$14M
2
Morgan Stanley
Morgan Stanley
New York
$127M
3
Goldman Sachs
Goldman Sachs
New York
$10.4M
4
TYCC
Texas Yale Capital Corp
Florida
$16.3M
5
FF
Friedenthal Financial
New Jersey
$8.73M

Top Sellers

1
CFG
CNO Financial Group
Indiana
$0
2
Wells Fargo
Wells Fargo
California
$290M
3
HNB
Huntington National Bank
Ohio
$34.2M
4
CFA
Camarda Financial Advisors
Florida
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
351
Citadel Advisors
Florida
– -$5.11M -378,999 Closed
BOPW
352
Brandywine Oak Private Wealth
Pennsylvania
– -$3.17M -237,385 Closed
MWA
353
MFA Wealth Advisors
Pennsylvania
– -$2.31M -171,736 Closed
SLA
354
Silver Lake Advisory
Utah
– -$1.86M -137,988 Closed
GI
355
GS Investments
Minnesota
– -$574K -42,645 Closed
FTUS
356
Flow Traders U.S.
New York
– -$392K -29,103 Closed
MWM
357
Meridian Wealth Management
Kentucky
– -$344K -25,554 Closed
PO
358
Private Ocean
California
– -$264K -19,627 Closed
WCM
359
Weatherstone Capital Management
Colorado
– -$262K -18,264 Closed
OMC
360
Old Mission Capital
Illinois
– -$242K -17,943 Closed
PWP
361
Principle Wealth Partners
Connecticut
– -$172K -12,764 Closed
BAS
362
Brown Advisory Securities
Maryland
– -$167K -12,215 Closed
KWMG
363
King Wealth Management Group
Florida
– -$158K -11,739 Closed
AW
364
ACG Wealth
Georgia
– -$157K -11,653 Closed
IA
365
IndexIQ Advisors
New York
– -$146K -10,807 Closed
LNC
366
Lincoln National Corp
Pennsylvania
– -$134K -10,005 Closed
BAM
367
Belpointe Asset Management
Nevada
– -$105K -7,778 Closed
RWA
368
Ropes Wealth Advisors
Massachusetts
– -$55K -4,100 Closed
ST
369
Smithfield Trust
Pennsylvania
– -$48K -3,550 Closed
PA
370
Parallel Advisors
California
– -$40K -2,971 Closed
MOS
371
MGO One Seven
Ohio
– -$37K -2,841 Closed
FANJ
372
Financial Architects (New Jersey)
New Jersey
– -$37K -2,774 Closed
RCG
373
Ruggie Capital Group
Florida
– -$36K -2,683 Closed
DWM
374
Doyle Wealth Management
Florida
– -$31K -2,337 Closed
CAM
375
Cresset Asset Management
Illinois
– -$29K -2,130 Closed
12 13 14
15
16