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Invesco Preferred ETF
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Overview Fund Activity

166 hedge funds and large institutions have $886M invested in Invesco Preferred ETF in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 60 increasing their positions, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+13
Holders Change %
+8.5%
% of All Funds
4.43%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
28
Increased
60
Reduced
48
Closed
14
Calls
–
Puts
$437K
Net Calls
-$437K
Net Calls Change
+$37K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$22.4M
2
CNB
2
City National Bank
California
$18.5M
3
Wells Fargo
3
Wells Fargo
California
$176M
4
MAA
4
Managed Account Advisors
New Jersey
$31.5M
5
MSWM
5
Mader & Shannon Wealth Management
Missouri
$6.62M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$62.8M
2
HNB
2
Huntington National Bank
Ohio
$33M
3
BTS
3
BB&T Securities
Virginia
$3.57M
4
PFG
4
Piershale Financial Group
Illinois
$0
5
PWM
5
ParenteBeard Wealth Management
Pennsylvania
$103K
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
51
Frontier Wealth Management
Missouri
$1.69M +$1.69M +114,791 New
PAG
52
Private Advisor Group
New Jersey
$1.65M -$307K -21,518 -16%
SIA
53
Stancorp Investment Advisers
Oregon
$1.57M +$1.57M +106,845 New
HW
54
Hancock Whitney
Mississippi
$1.38M -$1.2M -81,837 -47%
AP
55
Advisors Preferred
Maryland
$1.34M +$140K +9,527 +12%
BCI
56
Brinker Capital Investments
Pennsylvania
$1.3M – – –
NL
57
NWAM LLC
Washington
$1.22M -$46.8K -3,184 -4%
SAMC
58
Shinko Asset Management Company
Japan
$1.2M -$497K -33,800 -29%
B
59
Baird
Wisconsin
$1.16M – – –
CCB
60
Cutter & Co Brokerage
Missouri
$1.14M -$1.28M -86,992 -53%
Goldman Sachs
61
Goldman Sachs
New York
$1.07M +$181K +12,346 +20%
TFA
62
Toth Financial Advisory
Virginia
$1.06M +$83K +5,643 +9%
Stifel Financial
63
Stifel Financial
Missouri
$1.01M -$167K -11,372 -14%
VFS
64
VSR Financial Services
Kansas
$1.01M -$4.75M -323,387 -83%
RJA
65
Raymond James & Associates
Florida
$974K +$34.8K +2,368 +4%
LS
66
Lattice Strategies
Pennsylvania
$936K -$157K -10,665 -14%
NPC
67
National Planning Corporation
California
$918K +$497K +33,629 +118%
PSI
68
Pinnacle Summer Investments
Virginia
$892K +$246K +16,588 +38%
AIG
69
American International Group
New York
$837K -$2.94M -199,911 -78%
WCM
70
Weatherstone Capital Management
Colorado
$829K +$829K +56,524 New
SAM
71
SignalPoint Asset Management
Missouri
$825K +$529 +36 +0.1%
MAS
72
Madden Advisory Services
Florida
$824K -$309 -21 -0%
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$710K -$18.1K -1,232 -2%
CIBC Private Wealth Group
74
CIBC Private Wealth Group
Georgia
$670K +$20.4K +1,391 +3%
Deutsche Bank
75
Deutsche Bank
Germany
$647K -$282K -19,199 -30%
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