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Invesco Preferred ETF
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Overview Fund Activity

232 hedge funds and large institutions have $1.59B invested in Invesco Preferred ETF in 2016 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 73 increasing their positions, 86 reducing their positions, and 36 closing their positions.

Holders
232
Holders Change
+5
Holders Change %
+2.2%
% of All Funds
5.81%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.33%
New
45
Increased
73
Reduced
86
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HNB
1
Huntington National Bank
Ohio
$33.5M
2
FAAS
2
First Allied Advisory Services
California
$16.2M
3
Ameriprise
3
Ameriprise
Minnesota
$64.5M
4
FWM
4
FFT Wealth Management
Pennsylvania
$5M
5
Wells Fargo
5
Wells Fargo
California
$310M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$314M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$93M
3
Morgan Stanley
3
Morgan Stanley
New York
$137M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.33M
5
Prudential Financial
5
Prudential Financial
New Jersey
$5.11M
Name Market Value Shares Shares
Change 		Shares
Change %
GC
26
Guggenheim Capital
Illinois
$7.84M 551,120 +27,279 +5%
PAG
27
Private Advisor Group
New Jersey
$7.34M 501,870 +38,408 +8%
GA
28
Geneva Advisors
Illinois
$7.22M 507,008 -204,526 -29%
CCM
29
Covington Capital Management
California
$6.81M 478,724 +38,830 +9%
SAMC
30
Spectrum Asset Management (California)
California
$6.37M 447,885 -55,640 -11%
CFA
31
Camarda Financial Advisors
Florida
$6.14M 431,651 +48,546 +13%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$5.8M 406,952 -146,184 -26%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$5.75M 404,239 -296,954 -42%
CCM
34
Compton Capital Management
Rhode Island
$5.13M 360,650 -335,950 -48%
Prudential Financial
35
Prudential Financial
New Jersey
$5.11M 359,093 -1,308,700 -78%
MCM
36
MV Capital Management
Maryland
$5.03M 353,248 -232,789 -40%
FWM
37
FFT Wealth Management
Pennsylvania
$5M 351,531 +351,531 New
AG
38
Advisor Group
Arizona
$4.92M 346,016 +23,192 +7%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$4.33M 304,450 -1,401,346 -82%
CT
40
Coastline Trust
Rhode Island
$4.16M 292,215 +600 +0.2%
NDSI
41
Newman Dignan & Sheerar Inc
Rhode Island
$4.08M 286,905 +25,792 +10%
VFA
42
Voya Financial Advisors
Connecticut
$4M 281,080 -9,048 -3%
BWM
43
BerganKDV Wealth Management
Minnesota
$3.97M 279,266 +11,636 +4%
ISB
44
Iowa State Bank
Iowa
$3.96M 278,074 -32,284 -10%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$3.88M 272,575 -22,076 -7%
FWM
46
Frontier Wealth Management
Missouri
$3.51M 246,810 +60,088 +32%
CCA
47
Clearwater Capital Advisors
Illinois
$3.35M 234,048 -36,472 -13%
Stifel Financial
48
Stifel Financial
Missouri
$3.1M 217,921 +35,576 +20%
Asset Management One
49
Asset Management One
Japan
$3.09M 217,200 +217,200 New
ML
50
McAdam LLC
Pennsylvania
$2.95M 207,166 +207,166 New
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