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Invesco Preferred ETF
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Overview Fund Activity

362 hedge funds and large institutions have $2.19B invested in Invesco Preferred ETF in 2019 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 152 increasing their positions, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+15
Holders Change %
+4.32%
% of All Funds
7.87%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.39%
New
49
Increased
152
Reduced
101
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$44.8M
2
Ameriprise
2
Ameriprise
Minnesota
$108M
3
LPL Financial
3
LPL Financial
California
$52.7M
4
UBS Group
4
UBS Group
Switzerland
$62M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$141M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$37.6M
2
Jane Street
2
Jane Street
New York
$0
3
TYCC
3
Texas Yale Capital Corp
Florida
$8.39M
4
Prudential Financial
4
Prudential Financial
New Jersey
$18M
5
AP
5
Advisors Preferred
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
351
Anchor Investment Management
South Carolina
$3.66K – – –
TWA
352
TCI Wealth Advisors
Arizona
$3K +$2.13K +124 +243%
Deutsche Bank
353
Deutsche Bank
Germany
$3K +$3K +333 New
RWA
354
Ropes Wealth Advisors
Massachusetts
$2K +$2K +138 New
SIAP
355
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2K +$2K +167 New
GEA
356
Glen Eagle Advisors
New Jersey
$1.83K – – –
MWM
357
Meridian Wealth Management
Kentucky
$1.38K +$1.38K +9,419 New
LA
358
Legacy Advisors
Pennsylvania
$1K – – –
FHA
359
Flagship Harbor Advisors
Massachusetts
$1K – – –
DWM
360
Doyle Wealth Management
Florida
$1K +$1K +86 New
BRWM
361
B. Riley Wealth Management
Tennessee
$791 -$56 -3,822 -7%
LHC
362
Little House Capital
Massachusetts
$329 -$46 -3,125 -12%
NDSI
363
Newman Dignan & Sheerar Inc
Rhode Island
$289 +$289 +19,770 New
Jane Street
364
Jane Street
New York
– -$14M -967,025 Closed
AP
365
Advisors Preferred
Maryland
– -$4.46M -445,663 Closed
OIA
366
OneDigital Investment Advisors
Kansas
– -$1.11M -75,871 Closed
SEI Investments
367
SEI Investments
Pennsylvania
– -$843K -58,117 Closed
TSS
368
Two Sigma Securities
New York
– -$765K -52,771 Closed
BCM
369
Breiter Capital Management
Florida
– -$646K -44,270 Closed
HIS
370
Harvest Investment Services
Illinois
– -$416K -28,574 Closed
FWM
371
FFT Wealth Management
Pennsylvania
– -$330K -22,752 Closed
RF
372
RHS Financial
California
– -$290K -19,972 Closed
CI
373
CX Institutional
Indiana
– -$252K -17,403 Closed
LWS
374
Lucia Wealth Services
California
– -$200K -13,786 Closed
Millennium Management
375
Millennium Management
New York
– -$176K -12,159 Closed
12 13 14
15
16