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Invesco Preferred ETF
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Overview Fund Activity

358 hedge funds and large institutions have $2.27B invested in Invesco Preferred ETF in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 139 increasing their positions, 106 reducing their positions, and 42 closing their positions.

Holders
358
Holders Change
-4
Holders Change %
-1.1%
% of All Funds
7.86%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.4%
New
39
Increased
139
Reduced
106
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$16.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$153M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$157M
4
UBS Group
4
UBS Group
Switzerland
$75.1M
5
Bank of America
5
Bank of America
North Carolina
$634M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$4.78M
2
HNB
2
Huntington National Bank
Ohio
$38.8M
3
TYCC
3
Texas Yale Capital Corp
Florida
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$5.04M
5
Prudential Financial
5
Prudential Financial
New Jersey
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FEM
351
Fulcrum Equity Management
Texas
$5K +$5K +344 New
AWM
352
Avior Wealth Management
Nebraska
$4K +$53 +4 +1%
BFO
353
Biltmore Family Office
North Carolina
$4K +$4K +242 New
AIM
354
Anchor Investment Management
South Carolina
$3.76K – – –
SIAP
355
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3K – – –
SIAS
356
Shine Investment Advisory Services
Colorado
$3K +$3K +224 New
SIM
357
Sonora Investment Management
Arizona
$2K -$85.4K -5,081 -98%
GEA
358
Glen Eagle Advisors
New Jersey
$1.88K – – –
FHA
359
Flagship Harbor Advisors
Massachusetts
$1K – – –
TYCC
360
Texas Yale Capital Corp
Florida
– -$8.39M -573,554 Closed
BFG
361
Barber Financial Group
Kansas
– -$2.45M -167,427 Closed
SFA
362
Sequoia Financial Advisors
Ohio
– -$1.61M -109,848 Closed
PRS
363
Pinkerton Retirement Specialists
Idaho
– -$1.29M -88,177 Closed
PFG
364
Piershale Financial Group
Illinois
– -$1M -68,370 Closed
Koshinski Asset Management
365
Koshinski Asset Management
Illinois
– -$965K -65,969 Closed
SC
366
Slow Capital
California
– -$885K -60,498 Closed
BCM
367
Brookstone Capital Management
Illinois
– -$725K -49,539 Closed
FTUS
368
Flow Traders U.S.
New York
– -$680K -46,448 Closed
PP
369
Paloma Partners
Connecticut
– -$631K -43,099 Closed
RCAG
370
Rehmann Capital Advisory Group
Michigan
– -$540K -36,903 Closed
FNBOO
371
First National Bank of Omaha
Nebraska
– -$461K -31,494 Closed
Wolverine Trading
372
Wolverine Trading
Illinois
– -$313K -21,370 Closed
NDSI
373
Newman Dignan & Sheerar Inc
Rhode Island
– -$289 -19,770 Closed
AFNAS
374
American Financial Network Advisory Services
California
– -$282K -19,240 Closed
CWP
375
Capital Wealth Planning
Florida
– -$233K -15,928 Closed
12 13 14
15
16