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Invesco Preferred ETF
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Overview Fund Activity

327 hedge funds and large institutions have $2.3B invested in Invesco Preferred ETF in 2017 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 130 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+66
Holders Change %
+25.29%
% of All Funds
7.43%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.48%
New
87
Increased
130
Reduced
63
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$627M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$127M
3
Ameriprise
3
Ameriprise
Minnesota
$108M
4
LPL Financial
4
LPL Financial
California
$56.7M
5
SBWM
5
Sunflower Bank Wealth Management
Arizona
$5.53M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$36.2M
2
Prudential Financial
2
Prudential Financial
New Jersey
$4.47M
3
PFG
3
Piershale Financial Group
Illinois
$0
4
AWMG
4
Alliance Wealth Management Group
New Jersey
$0
5
Invesco
5
Invesco
Georgia
$34.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBTCON
26
First National Bank & Trust Co of Newtown
Pennsylvania
$10.1M +$339K +22,795 +3%
PT
27
Plimoth Trust
Massachusetts
$9.61M +$9.61M +646,568 New
Asset Management One
28
Asset Management One
Japan
$9.6M +$435K +29,300 +5%
CFP
29
Cornerstone Financial Partners
North Carolina
$9.29M -$940K -63,391 -9%
CCM
30
Covington Capital Management
California
$8.42M +$236K +15,898 +3%
NFG
31
Noven Financial Group
Colorado
$8.03M +$4.59K +309 +0.1%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$7.66M +$889K +59,839 +13%
GC
33
Guggenheim Capital
Illinois
$7.56M +$426K +28,684 +6%
FWM
34
FFT Wealth Management
Pennsylvania
$5.88M +$52.1K +3,505 +0.9%
SFA
35
Sequoia Financial Advisors
Ohio
$5.71M +$943K +63,454 +20%
BWM
36
Biltmore Wealth Management
Arizona
$5.66M -$492K -33,107 -8%
SBWM
37
Sunflower Bank Wealth Management
Arizona
$5.53M +$5.53M +371,970 New
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$5.51M -$405K -27,269 -7%
AA
39
Apriem Advisors
California
$5.49M +$290K +19,524 +6%
VFA
40
Voya Financial Advisors
Connecticut
$5.27M -$421K -28,306 -7%
MCM
41
MV Capital Management
Maryland
$5.1M +$93K +6,257 +2%
ISB
42
Iowa State Bank
Iowa
$4.99M +$599K +40,338 +14%
AG
43
Appleton Group
Wisconsin
$4.98M +$242K +16,300 +5%
CCM
44
Compton Capital Management
Rhode Island
$4.96M +$13.4K +900 +0.3%
Stifel Financial
45
Stifel Financial
Missouri
$4.71M +$804K +54,160 +21%
CWM
46
CMH Wealth Management
New Hampshire
$4.63M +$82.5K +5,600 +2%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$4.56M +$482K +32,405 +12%
PAG
48
Private Advisor Group
New Jersey
$4.54M -$3.58M -241,786 -44%
AFNAS
49
American Financial Network Advisory Services
California
$4.51M +$520K +34,973 +13%
NDSI
50
Newman Dignan & Sheerar Inc
Rhode Island
$4.51M +$89K +5,989 +2%
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