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Invesco Preferred ETF
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Overview Fund Activity

203 hedge funds and large institutions have $1.64B invested in Invesco Preferred ETF in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 97 increasing their positions, 34 reducing their positions, and 27 closing their positions.

Holders
203
Holders Change
+7
Holders Change %
+3.57%
% of All Funds
5.42%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
36
Increased
97
Reduced
34
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$136M
2
Bank of America
2
Bank of America
North Carolina
$341M
3
PFG
3
Piershale Financial Group
Illinois
$28.9M
4
Wells Fargo
4
Wells Fargo
California
$300M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$80.1M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$32.5M
2
MSWM
2
Mader & Shannon Wealth Management
Missouri
$0
3
Prudential Financial
3
Prudential Financial
New Jersey
$17.4M
4
CS
4
Credit Suisse
Switzerland
$0
5
SPL
5
Smart Portfolios LLC
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPC
51
Sigma Planning Corp
Michigan
$3.21M 214,993 +166,469 +343%
Citigroup
52
Citigroup
New York
$3.09M 206,948 +47,124 +29%
FF
53
Friedenthal Financial
New Jersey
$3.05M 203,772 – –
Baird Financial Group
54
Baird Financial Group
Wisconsin
$3.01M 201,713 +122,566 +155%
TF
55
Tompkins Financial
New York
$2.84M 190,086 +6,400 +3%
SIA
56
SeaBridge Investment Advisors
New Jersey
$2.81M 188,625 +17,110 +10%
MFS
57
Madrona Financial Services
Washington
$2.7M 181,020 -44,405 -20%
ACM
58
Arlington Capital Management
Illinois
$2.56M 171,757 +145,666 +558%
NDSI
59
Newman Dignan & Sheerar Inc
Rhode Island
$2.55M 170,619 +131,535 +337%
HW
60
Hedeker Wealth
Illinois
$2.38M 159,486 +159,486 New
GWCM
61
Godshalk Welsh Capital Management
Pennsylvania
$2.34M 157,100 – –
Stifel Financial
62
Stifel Financial
Missouri
$2.31M 155,133 +53,264 +52%
OIA
63
Optimum Investment Advisors
Illinois
$2.29M 153,228 +96,707 +171%
TWM
64
Torch Wealth Management
Ohio
$2.11M 141,235 +6,616 +5%
VFS
65
VSR Financial Services
Kansas
$2.02M 135,286 +58,964 +77%
KFC
66
Klingenstein Fields & Co
New York
$1.99M 133,130 -3,670 -3%
GCA
67
Greenwood Capital Associates
South Carolina
$1.93M 129,256 +32,287 +33%
TFA
68
Toth Financial Advisory
Virginia
$1.78M 119,460 +26,976 +29%
LS
69
Lattice Strategies
Pennsylvania
$1.74M 116,602 +1,775 +2%
SAMC
70
Shinko Asset Management Company
Japan
$1.73M 115,700 +34,200 +42%
QA
71
Quantitative Advantage
Minnesota
$1.71M 114,534 -5,817 -5%
FA
72
FDx Advisors
Illinois
$1.67M 111,575 +93,673 +523%
SWP
73
Stratos Wealth Partners
Ohio
$1.49M 99,671 +44,487 +81%
CCB
74
Cutter & Co Brokerage
Missouri
$1.4M 93,847 +20,098 +27%
BCI
75
Brinker Capital Investments
Pennsylvania
$1.4M 93,766 +5,066 +6%
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