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Invesco Preferred ETF
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Overview Fund Activity

261 hedge funds and large institutions have $2.2B invested in Invesco Preferred ETF in 2017 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 125 increasing their positions, 58 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
-8
Holders Change %
-2.97%
% of All Funds
6.52%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.45%
New
26
Increased
125
Reduced
58
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$605M
2
Wells Fargo
2
Wells Fargo
California
$422M
3
Ameriprise
3
Ameriprise
Minnesota
$100M
4
Morgan Stanley
4
Morgan Stanley
New York
$135M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$119M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$37.2M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$78.5M
3
VFA
3
Voya Financial Advisors
Connecticut
$5.75M
4
MSWM
4
Mader & Shannon Wealth Management
Missouri
$0
5
FWM
5
Frontier Wealth Management
Missouri
$2.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBTCON
26
First National Bank & Trust Co of Newtown
Pennsylvania
$9.9M +$180K +11,957 +2%
Asset Management One
27
Asset Management One
Japan
$9.27M +$1.08M +71,900 +13%
CCM
28
Covington Capital Management
California
$8.28M +$536K +35,683 +7%
PAG
29
Private Advisor Group
New Jersey
$8.19M -$33.1K -2,221 -0.4%
NFG
30
Noven Financial Group
Colorado
$8.12M +$75.3K +5,007 +0.9%
PFG
31
Piershale Financial Group
Illinois
$7.43M +$7.43M +494,477 New
AP
32
Advisors Preferred
Maryland
$7.3M +$2.21M +147,345 +44%
GC
33
Guggenheim Capital
Illinois
$7.22M -$449K -29,895 -6%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$6.86M -$472K -31,377 -6%
AWMG
35
Alliance Wealth Management Group
New Jersey
$6.7M +$3.83M +255,072 +134%
CAN
36
Cetera Advisor Networks
California
$6.68M +$622K +41,361 +10%
BWM
37
Biltmore Wealth Management
Arizona
$6.22M +$211K +14,062 +4%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$5.99M +$1.25M +83,272 +26%
FWM
39
FFT Wealth Management
Pennsylvania
$5.9M -$19.5K -1,295 -0.3%
VFA
40
Voya Financial Advisors
Connecticut
$5.75M -$6.06M -403,078 -51%
AA
41
Apriem Advisors
California
$5.26M +$5.26M +350,202 New
MCM
42
MV Capital Management
Maryland
$5.06M +$228K +15,149 +5%
CCM
43
Compton Capital Management
Rhode Island
$5M +$13K +865 +0.3%
HighTower Advisors
44
HighTower Advisors
Illinois
$4.86M +$3.19M +212,098 +191%
SFA
45
Sequoia Financial Advisors
Ohio
$4.83M +$1.07M +71,055 +28%
AG
46
Appleton Group
Wisconsin
$4.8M +$85.5K +5,690 +2%
CWM
47
CMH Wealth Management
New Hampshire
$4.64M +$26.5K +1,760 +0.6%
NDSI
48
Newman Dignan & Sheerar Inc
Rhode Island
$4.47M -$7.62K -507 -0.2%
ISB
49
Iowa State Bank
Iowa
$4.44M +$272K +18,095 +7%
SC
50
Scotia Capital
Ontario, Canada
$4.32M +$4.04M +268,819 +1,457%
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