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Invesco Preferred ETF
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Overview Fund Activity

143 hedge funds and large institutions have $769M invested in Invesco Preferred ETF in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 58 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+7
Holders Change %
+5.15%
% of All Funds
4.13%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
21
Increased
45
Reduced
58
Closed
13
Calls
$973K
Puts
$396K
Net Calls
+$577K
Net Calls Change
-$346K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$31.5M
2
CC
Curian Capital
Colorado
+$7.11M
3
SPL
Smart Portfolios LLC
Washington
+$4.94M
4
SWM
Strategic Wealth Management
Washington
+$4.03M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$3.14M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$34M
2
Invesco
Invesco
Georgia
-$16.1M
3
Bank of America
Bank of America
North Carolina
-$11.7M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$7.13M
5
DFG
Delphi Financial Group
Delaware
-$4.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$3.7M +$834K +58,450 +29%
ISB
27
Iowa State Bank
Iowa
$3.63M – – –
KIA
28
KCM Investment Advisors
California
$3.5M -$81.5K -5,713 -2%
FMB
29
Field & Main Bank
Kentucky
$3.47M +$570K +39,950 +20%
CT
30
Coastline Trust
Rhode Island
$3.23M +$47.4K +3,325 +1%
BTS
31
BB&T Securities
Virginia
$3.03M +$79.8K +560 +3%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$2.68M +$402K +28,175 +18%
TF
33
Tompkins Financial
New York
$2.67M -$579K -40,590 -18%
CCB
34
Cutter & Co Brokerage
Missouri
$2.62M -$288K -20,201 -10%
SSWM
35
Sheets Smith Wealth Management
North Carolina
$2.54M – – –
HW
36
Hancock Whitney
Mississippi
$2.5M +$2.5M +175,514 New
SAMC
37
Shinko Asset Management Company
Japan
$2.48M -$238K -16,700 -9%
KFC
38
Klingenstein Fields & Co
New York
$2M -$99.8K -7,000 -5%
HighTower Advisors
39
HighTower Advisors
Illinois
$1.98M +$164K +11,495 +9%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.91M -$112K -7,848 -6%
TWM
41
Torch Wealth Management
Ohio
$1.79M +$141K +9,866 +9%
PWM
42
ParenteBeard Wealth Management
Pennsylvania
$1.7M -$18.5K -1,295 -1%
VFS
43
VSR Financial Services
Kansas
$1.61M +$272K +19,094 +20%
MFS
44
MSI Financial Services
Massachusetts
$1.6M -$113K -7,932 -7%
PSW
45
Portfolio Strategies (Washington)
Washington
$1.52M +$114K +8,031 +8%
LS
46
Lattice Strategies
Pennsylvania
$1.37M -$53.3K -3,740 -4%
BCI
47
Brinker Capital Investments
Pennsylvania
$1.27M – – –
NL
48
NWAM LLC
Washington
$1.25M -$257K -18,003 -17%
OC
49
Oppenheimer & Co
New York
$1.2M +$1.2M +83,922 New
LPT
50
Legacy Private Trust
Wisconsin
$1.2M +$1.2M +83,825 New
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