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Invesco Preferred ETF
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Overview Fund Activity

129 hedge funds and large institutions have $821M invested in Invesco Preferred ETF in 2013 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 51 reducing their positions, and 21 closing their positions.

Holders
129
Holders Change
-9
Holders Change %
-6.52%
% of All Funds
4.18%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.29%
New
13
Increased
45
Reduced
51
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$26.2M
2
BMM
2
Buffington Mohr McNeal
Idaho
$8.05M
3
CC
3
Curian Capital
Colorado
$115M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$12.5M
5
FAAS
5
First Allied Advisory Services
California
$10.4M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$38.4M
2
Goldman Sachs
2
Goldman Sachs
New York
$2.71M
3
Bank of America
3
Bank of America
North Carolina
$121M
4
U
4
UBS
Switzerland
$15.9M
5
BCM
5
Bluefin Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FBT
26
Founders Bank & Trust
Michigan
$4.24M -$168K -12,270 -4%
CCB
27
Cutter & Co Brokerage
Missouri
$3.52M -$104K -7,602 -3%
BTS
28
BB&T Securities
Virginia
$3.47M -$3.8M -27,767 -52%
VFS
29
VSR Financial Services
Kansas
$3.34M +$2.07M +150,879 +162%
SAMC
30
Shinko Asset Management Company
Japan
$3.05M +$608K +44,400 +25%
Goldman Sachs
31
Goldman Sachs
New York
$2.71M -$32M -2,338,643 -92%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$2.59M +$20.4K +1,492 +0.8%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$2.5M +$70.7K +5,167 +3%
MAA
34
Managed Account Advisors
New Jersey
$2.49M +$288K +21,027 +13%
AAS
35
Annex Advisory Services
Wisconsin
$2.48M -$836K -61,047 -25%
SSWM
36
Sheets Smith Wealth Management
North Carolina
$2.44M – – –
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$2M -$285K -20,852 -12%
KFC
38
Klingenstein Fields & Co
New York
$1.99M – – –
B
39
Baird
Wisconsin
$1.97M -$125K -9,101 -6%
HighTower Advisors
40
HighTower Advisors
Illinois
$1.86M +$112K +8,146 +6%
MFS
41
MSI Financial Services
Massachusetts
$1.73M -$259K -18,901 -13%
Deutsche Bank
42
Deutsche Bank
Germany
$1.7M +$943K +68,924 +124%
KIA
43
KCM Investment Advisors
California
$1.66M +$46.1K +3,370 +3%
PWM
44
ParenteBeard Wealth Management
Pennsylvania
$1.66M +$71.7K +5,235 +5%
TFA
45
Toth Financial Advisory
Virginia
$1.54M -$330K -24,125 -18%
VKH
46
Virtu KCG Holdings
New York
$1.5M +$1.5M +109,602 New
NL
47
NWAM LLC
Washington
$1.48M +$60K +4,383 +4%
LS
48
Lattice Strategies
Pennsylvania
$1.4M +$138K +10,051 +11%
AIG
49
American International Group
New York
$1.33M +$415K +30,343 +45%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$1.32M +$1.32M +96,771 New
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