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Invesco Preferred ETF
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Overview Fund Activity

227 hedge funds and large institutions have $1.95B invested in Invesco Preferred ETF in 2016 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 112 increasing their positions, 44 reducing their positions, and 22 closing their positions.

Holders
227
Holders Change
+14
Holders Change %
+6.57%
% of All Funds
6.07%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.43%
New
38
Increased
112
Reduced
44
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$412M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$133M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$96.2M
4
Bessemer Group
4
Bessemer Group
New Jersey
$15.1M
5
Ameriprise
5
Ameriprise
Minnesota
$58.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$325M
2
WI
2
WBI Investments
New Jersey
$2.68M
3
FWM
3
Frontier Wealth Management
Missouri
$2.83M
4
LPT
4
Legacy Private Trust
Wisconsin
$422K
5
Morgan Stanley
5
Morgan Stanley
New York
$175M
Name Market Value Shares Shares
Change 		Shares
Change %
NDSI
51
Newman Dignan & Sheerar Inc
Rhode Island
$3.95M 261,113 +3,187 +1%
VKH
52
Virtu KCG Holdings
New York
$3.91M 258,217 +246,888 +2,179%
GCA
53
Greenwood Capital Associates
South Carolina
$3.72M 246,163 +93,865 +62%
IWA
54
IBEX Wealth Advisors
New Jersey
$3.6M 237,972 +237,972 New
Baird Financial Group
55
Baird Financial Group
Wisconsin
$3.49M 230,510 +27,310 +13%
OIA
56
Optimum Investment Advisors
Illinois
$3.12M 206,033 +11,396 +6%
UCFA
57
United Capital Financial Advisors
Texas
$3M 198,077 -31,824 -14%
TF
58
Tompkins Financial
New York
$2.94M 194,310 +2,112 +1%
AIA
59
Allegis Investment Advisors
Idaho
$2.93M 193,879 +193,879 New
SIA
60
SeaBridge Investment Advisors
New Jersey
$2.91M 192,465 – –
ACM
61
Arlington Capital Management
Illinois
$2.85M 188,259 +12,778 +7%
FWM
62
Frontier Wealth Management
Missouri
$2.83M 186,722 -365,692 -66%
ACM
63
Argentus Capital Management
Texas
$2.79M 184,141 +139,398 +312%
Stifel Financial
64
Stifel Financial
Missouri
$2.77M 182,345 -51,766 -22%
WI
65
WBI Investments
New Jersey
$2.68M 177,261 -818,277 -82%
HW
66
Hancock Whitney
Mississippi
$2.5M 165,124 +165,124 New
TFA
67
Toth Financial Advisory
Virginia
$2.48M 163,611 +10,343 +7%
MFS
68
Madrona Financial Services
Washington
$2.41M 159,316 -9,175 -5%
GWCM
69
Godshalk Welsh Capital Management
Pennsylvania
$2.26M 149,400 – –
TWM
70
Torch Wealth Management
Ohio
$2.12M 139,843 -309 -0.2%
SWP
71
Stratos Wealth Partners
Ohio
$2.1M 138,919 +23,586 +20%
DLCIG
72
D.L. Carlson Investment Group
New Hampshire
$2.08M 137,254 +35,899 +35%
SAMC
73
Shinko Asset Management Company
Japan
$2.08M 137,200 +7,300 +6%
KFC
74
Klingenstein Fields & Co
New York
$2.01M 133,130 – –
CA
75
Cetera Advisors
Colorado
$1.87M 123,478 +55,431 +81%
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3
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