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Invesco Preferred ETF
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Overview Fund Activity

166 hedge funds and large institutions have $886M invested in Invesco Preferred ETF in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 60 increasing their positions, 48 reducing their positions, and 14 closing their positions.

Holders
166
Holders Change
+13
Holders Change %
+8.5%
% of All Funds
4.43%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
28
Increased
60
Reduced
48
Closed
14
Calls
–
Puts
$437K
Net Calls
-$437K
Net Calls Change
+$37K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$22.4M
2
CNB
2
City National Bank
California
$18.5M
3
Wells Fargo
3
Wells Fargo
California
$176M
4
MAA
4
Managed Account Advisors
New Jersey
$31.5M
5
MSWM
5
Mader & Shannon Wealth Management
Missouri
$6.62M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$62.8M
2
HNB
2
Huntington National Bank
Ohio
$33M
3
BTS
3
BB&T Securities
Virginia
$3.57M
4
PFG
4
Piershale Financial Group
Illinois
$0
5
PWM
5
ParenteBeard Wealth Management
Pennsylvania
$103K
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
26
Horizon Investments
North Carolina
$5.8M +$5.8M +394,469 New
NFG
27
Noven Financial Group
Colorado
$5.78M -$151K -10,264 -3%
KIA
28
KCM Investment Advisors
California
$5.56M +$658K +44,733 +13%
CCM
29
Compton Capital Management
Rhode Island
$4.24M -$309K -21,000 -7%
CCM
30
Covington Capital Management
California
$4.07M +$143K +9,745 +4%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$4M +$1.56M +105,954 +64%
MFS
32
MSI Financial Services
Massachusetts
$3.85M +$2.06M +140,058 +115%
ISB
33
Iowa State Bank
Iowa
$3.65M -$65K -4,420 -2%
BTS
34
BB&T Securities
Virginia
$3.57M -$23.2M -157,591 -87%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$3.51M -$1.52M -103,543 -30%
CT
36
Coastline Trust
Rhode Island
$3.39M +$5.88K +400 +0.2%
FMB
37
Field & Main Bank
Kentucky
$3.3M -$164K -11,150 -5%
OC
38
Oppenheimer & Co
New York
$3.02M +$1.67M +113,835 +124%
CIBC World Market
39
CIBC World Market
Ontario, Canada
$2.9M +$1.44M +97,642 +98%
Jane Street
40
Jane Street
New York
$2.88M +$2.29M +155,430 +382%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$2.7M +$94.6K +6,434 +4%
FAAS
42
First Allied Advisory Services
California
$2.7M -$104K -7,078 -4%
TF
43
Tompkins Financial
New York
$2.52M +$597K +40,615 +31%
GWCM
44
Godshalk Welsh Capital Management
Pennsylvania
$2.42M +$2.42M +164,500 New
FF
45
Friedenthal Financial
New Jersey
$2.39M +$1.27M +86,518 +114%
HIM
46
Hillsdale Investment Management
Ontario, Canada
$2.09M +$1.27M +86,100 +154%
KFC
47
Klingenstein Fields & Co
New York
$2.07M -$147K -10,000 -7%
QA
48
Quantitative Advantage
Minnesota
$1.82M -$34.8K -2,364 -2%
CWM
49
Cabot Wealth Management
Massachusetts
$1.75M +$18.3K +1,242 +1%
WI
50
WBI Investments
New Jersey
$1.71M +$372K +25,293 +28%
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