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Invesco Preferred ETF
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Overview Fund Activity

213 hedge funds and large institutions have $1.77B invested in Invesco Preferred ETF in 2016 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 99 increasing their positions, 52 reducing their positions, and 23 closing their positions.

Holders
213
Holders Change
+10
Holders Change %
+4.93%
% of All Funds
5.69%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.27%
New
36
Increased
99
Reduced
52
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$352M
2
Morgan Stanley
2
Morgan Stanley
New York
$178M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$111M
4
Bank of America
4
Bank of America
North Carolina
$374M
5
Ameriprise
5
Ameriprise
Minnesota
$45M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$38.6M
2
PFG
2
Piershale Financial Group
Illinois
$17K
3
CIA
3
Capital Investment Advisors
Georgia
$1.01M
4
WCM
4
Weatherstone Capital Management
Colorado
$546K
5
LPT
5
Legacy Private Trust
Wisconsin
$2.76M
Name Market Value Shares Shares
Change 		Shares
Change %
TF
51
Tompkins Financial
New York
$2.93M 192,198 +2,112 +1%
LPT
52
Legacy Private Trust
Wisconsin
$2.76M 181,216 -410,630 -69%
ACM
53
Arlington Capital Management
Illinois
$2.67M 175,481 +3,724 +2%
BWM
54
BerganKDV Wealth Management
Minnesota
$2.57M 168,878 +105,131 +165%
MFS
55
Madrona Financial Services
Washington
$2.57M 168,491 -12,529 -7%
Millennium Management
56
Millennium Management
New York
$2.4M 157,354 +78,045 +98%
TFA
57
Toth Financial Advisory
Virginia
$2.34M 153,268 +33,808 +28%
GCA
58
Greenwood Capital Associates
South Carolina
$2.32M 152,298 +23,042 +18%
GWCM
59
Godshalk Welsh Capital Management
Pennsylvania
$2.28M 149,400 -7,700 -5%
TWM
60
Torch Wealth Management
Ohio
$2.14M 140,152 -1,083 -0.8%
VFS
61
VSR Financial Services
Kansas
$2.07M 135,663 +377 +0.3%
KFC
62
Klingenstein Fields & Co
New York
$2.03M 133,130 – –
SAMC
63
Shinko Asset Management Company
Japan
$1.98M 129,900 +14,200 +12%
SWP
64
Stratos Wealth Partners
Ohio
$1.76M 115,333 +15,662 +16%
Citigroup
65
Citigroup
New York
$1.67M 109,619 -97,329 -47%
QA
66
Quantitative Advantage
Minnesota
$1.67M 109,321 -5,213 -5%
SPC
67
Sigma Planning Corp
Michigan
$1.63M 100,379 -114,614 -53%
SLA
68
Silver Lake Advisory
Utah
$1.6M 105,202 +105,202 New
IA
69
IFP Advisors
Florida
$1.57M 102,755 +21,070 +26%
DLCIG
70
D.L. Carlson Investment Group
New Hampshire
$1.55M 101,355 +56,905 +128%
CCB
71
Cutter & Co Brokerage
Missouri
$1.44M 94,351 +504 +0.5%
BCI
72
Brinker Capital Investments
Pennsylvania
$1.35M 88,701 -5,065 -5%
LS
73
Lattice Strategies
Pennsylvania
$1.34M 87,742 -28,860 -25%
NL
74
NWAM LLC
Washington
$1.25M 82,195 -826 -1%
FF
75
Friedenthal Financial
New Jersey
$1.2M 78,789 -124,983 -61%
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