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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.

New
Increased
Maintained
Reduced
Closed
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 %
FAIM
376
Financial Advocates Investment Management
Washington
– -$230K -15,734 Closed
VF
377
Virtu Financial
New York
– -$221K -15,123 Closed
LNC
378
Lincoln National Corp
Pennsylvania
– -$191K -13,064 Closed
DC
379
Davenport & Co
Virginia
– -$190K -12,982 Closed
AI
380
Atria Investments
North Carolina
– -$190K -12,708 Closed
HF
381
HRT Financial
New York
– -$183K -12,544 Closed
JIC
382
Joel Isaacson & Co
New York
– -$176K -12,000 Closed
MSWM
383
Mader & Shannon Wealth Management
Missouri
– -$159K -10,893 Closed
CAM
384
Concorde Asset Management
Michigan
– -$155K -10,594 Closed
CGFA
385
Colton Groome Financial Advisors
North Carolina
– -$149K -10,162 Closed
DSC
386
Duncker Streett & Co
Missouri
– -$54K -3,700 Closed
CWA
387
Clarus Wealth Advisors
Arizona
– -$49K -3,372 Closed
Parallax Volatility Advisers
388
Parallax Volatility Advisers
California
– -$36K -2,431 Closed
TRCT
389
Tower Research Capital (TRC)
New York
– -$34K -2,319 Closed
ACS
390
Archford Capital Strategies
Illinois
– -$32K -2,161 Closed
EWM
391
Executive Wealth Management
Michigan
– -$25K -1,742 Closed
WAS
392
Winch Advisory Services
Wisconsin
– -$22K -1,500 Closed
TPWA
393
TRUE Private Wealth Advisors
Oregon
– -$8K -554 Closed
ESB
394
Essex Savings Bank
Connecticut
– -$8K -554 Closed
AWMS
395
Advocacy Wealth Management Services
Georgia
– -$7K -500 Closed
PMFA
396
Plante Moran Financial Advisors
Michigan
– -$6K -405 Closed
SFG
397
SevenBridge Financial Group
Pennsylvania
– -$5K -308 Closed
RWA
398
Ropes Wealth Advisors
Massachusetts
– -$2K -138 Closed
DWM
399
Doyle Wealth Management
Florida
– -$1K -86 Closed
LA
400
Legacy Advisors
Pennsylvania
– -$1K -78 Closed
12 13 14 15
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