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Invesco Preferred ETF
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Overview Fund Activity

184 hedge funds and large institutions have $1.16B invested in Invesco Preferred ETF in 2015 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 68 increasing their positions, 51 reducing their positions, and 21 closing their positions.

Holders
184
Holders Change
+5
Holders Change %
+2.79%
% of All Funds
5.14%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.34%
New
29
Increased
68
Reduced
51
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$185M
2
Wells Fargo
2
Wells Fargo
California
$282M
3
Prudential Financial
3
Prudential Financial
New Jersey
$26.2M
4
CNB
4
City National Bank
California
$51.5M
5
SPL
5
Smart Portfolios LLC
Washington
$7.45M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$31.1M
2
CC
2
Curian Capital
Colorado
$30M
3
Invesco
3
Invesco
Georgia
$29.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$20.8M
5
CAN
5
Cetera Advisor Networks
California
$737K
Name Holding Trade Value Shares
Change 		Shares
Change %
KIA
26
KCM Investment Advisors
California
$6.66M +$569K +39,038 +9%
SWM
27
Strategic Wealth Management
Washington
$6.19M +$6.19M +424,879 New
RJFSA
28
Raymond James Financial Services Advisors
Florida
$6.14M +$5.22M +357,995 +567%
PAG
29
Private Advisor Group
New Jersey
$5.76M -$3.05M -209,078 -35%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$5.56M -$800K -54,847 -13%
CCM
31
Covington Capital Management
California
$5.14M +$567K +38,924 +12%
NFG
32
Noven Financial Group
Colorado
$5.06M -$237K -16,263 -4%
FAAS
33
First Allied Advisory Services
California
$5.04M -$770K -52,856 -13%
CIBC World Market
34
CIBC World Market
Ontario, Canada
$4.98M +$1.61M +110,211 +48%
CCM
35
Compton Capital Management
Rhode Island
$4.64M +$422K +28,950 +10%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$4.15M +$113K +7,749 +3%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$3.85M +$666K +45,708 +21%
CT
38
Coastline Trust
Rhode Island
$3.52M -$282K -19,330 -7%
ISB
39
Iowa State Bank
Iowa
$3.49M -$98.3K -6,745 -3%
HW
40
Hancock Whitney
Mississippi
$3.45M +$2.09M +143,190 +153%
MFS
41
MSI Financial Services
Massachusetts
$3.38M +$433K +29,713 +15%
FWM
42
Frontier Wealth Management
Missouri
$3.2M +$543K +37,231 +20%
MFS
43
Madrona Financial Services
Washington
$3.12M +$152K +10,446 +5%
FF
44
Friedenthal Financial
New Jersey
$2.83M +$895K +61,394 +46%
UCFA
45
United Capital Financial Advisors
Texas
$2.73M +$1.44M +98,534 +111%
TF
46
Tompkins Financial
New York
$2.63M +$15.7K +1,076 +0.6%
GWCM
47
Godshalk Welsh Capital Management
Pennsylvania
$2.33M -$58.3K -4,000 -2%
KFC
48
Klingenstein Fields & Co
New York
$2.01M -$46.7K -3,200 -2%
TWM
49
Torch Wealth Management
Ohio
$1.96M +$6.94K +476 +0.4%
QA
50
Quantitative Advantage
Minnesota
$1.77M -$57.2K -3,919 -3%
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