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Invesco Preferred ETF
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Overview Fund Activity

314 hedge funds and large institutions have $2.33B invested in Invesco Preferred ETF in 2018 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 105 increasing their positions, 115 reducing their positions, and 45 closing their positions.

Holders
314
Holders Change
-6
Holders Change %
-1.88%
% of All Funds
7.2%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.32%
New
44
Increased
105
Reduced
115
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$142M
2
UBS Group
2
UBS Group
Switzerland
$44.8M
3
CWM
3
Cornerstone Wealth Management
Missouri
$7.74M
4
Goldman Sachs
4
Goldman Sachs
New York
$14.8M
5
AG
5
Appleton Group
Wisconsin
$5.48M

Top Sellers

1
FAAS
1
First Allied Advisory Services
California
$536K
2
CM
2
Columbus Macro
Pennsylvania
$0
3
LPL Financial
3
LPL Financial
California
$55.6M
4
Wells Fargo
4
Wells Fargo
California
$393M
5
Bank of America
5
Bank of America
North Carolina
$649M
Name Market Value Shares Shares
Change 		Shares
Change %
AG
26
Advisor Group
Arizona
$8.07M 554,048 +23,911 +5%
BTS
27
BB&T Securities
Virginia
$8.05M 552,929 +66,665 +14%
NFG
28
Noven Financial Group
Colorado
$7.96M 546,967 -24,554 -4%
CWM
29
Cornerstone Wealth Management
Missouri
$7.74M 113,242 +113,242 New
SFA
30
Sequoia Financial Advisors
Ohio
$7.7M 528,531 +53,650 +11%
Asset Management One
31
Asset Management One
Japan
$7.66M 525,800 -91,000 -15%
Jane Street
32
Jane Street
New York
$6.97M 478,357 +243,022 +103%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$6.46M 443,708 +60,283 +16%
GC
34
Guggenheim Capital
Illinois
$6.44M 442,380 -6,306 -1%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$5.76M 395,325 -1,658 -0.4%
AA
36
Apriem Advisors
California
$5.71M 392,218 +9,934 +3%
AG
37
Appleton Group
Wisconsin
$5.48M 376,267 +376,267 New
CWM
38
CMH Wealth Management
New Hampshire
$5.24M 357,748 +38,605 +12%
FWM
39
FFT Wealth Management
Pennsylvania
$5.11M 350,874 -20,552 -6%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$4.89M 334,781 – –
CCM
41
Compton Capital Management
Rhode Island
$4.81M 330,515 – –
MCM
42
MV Capital Management
Maryland
$4.8M 329,953 -6,795 -2%
ISB
43
Iowa State Bank
Iowa
$4.77M 327,351 +1,665 +0.5%
PI
44
PineBridge Investments
New York
$4.68M 321,656 -43,000 -12%
IA
45
IndexIQ Advisors
New York
$4.68M 321,203 +321,203 New
Prudential Financial
46
Prudential Financial
New Jersey
$4.37M 300,388 -7,200 -2%
ACM
47
AlphaStar Capital Management
North Carolina
$4.3M 295,418 +10,682 +4%
BWM
48
Biltmore Wealth Management
Arizona
$3.93M 270,129 -10,221 -4%
PAG
49
Private Advisor Group
New Jersey
$3.9M 266,498 +63,739 +31%
TF
50
Tompkins Financial
New York
$3.8M 260,922 +8,618 +3%
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