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Invesco Preferred ETF
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Overview Fund Activity

232 hedge funds and large institutions have $1.59B invested in Invesco Preferred ETF in 2016 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 73 increasing their positions, 86 reducing their positions, and 36 closing their positions.

Holders
232
Holders Change
+5
Holders Change %
+2.2%
% of All Funds
5.81%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.33%
New
45
Increased
73
Reduced
86
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HNB
1
Huntington National Bank
Ohio
$33.5M
2
FAAS
2
First Allied Advisory Services
California
$16.2M
3
Ameriprise
3
Ameriprise
Minnesota
$64.5M
4
AAP
4
Arax Advisory Partners
Colorado
$8.21M
5
FWM
5
FFT Wealth Management
Pennsylvania
$5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$314M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$93M
3
Morgan Stanley
3
Morgan Stanley
New York
$137M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.33M
5
Prudential Financial
5
Prudential Financial
New Jersey
$5.11M
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
51
Baird Financial Group
Wisconsin
$2.88M 202,170 -28,340 -12%
DLCIG
52
D.L. Carlson Investment Group
New Hampshire
$2.85M 200,202 +62,948 +46%
AIA
53
Allegis Investment Advisors
Idaho
$2.85M 199,943 +6,064 +3%
TF
54
Tompkins Financial
New York
$2.82M 198,346 +4,036 +2%
RWM
55
Ritholtz Wealth Management
New York
$2.59M 182,162 +182,162 New
Jane Street
56
Jane Street
New York
$2.48M 174,408 +141,452 +429%
TFA
57
Toth Financial Advisory
Virginia
$2.29M 161,224 -2,387 -1%
CIM
58
Cetera Investment Management
California
$2.23M 156,576 +156,576 New
MFS
59
Madrona Financial Services
Washington
$2.16M 151,429 -7,887 -5%
IWA
60
IBEX Wealth Advisors
New Jersey
$2.15M 148,864 -89,108 -37%
GWCM
61
Godshalk Welsh Capital Management
Pennsylvania
$2.01M 141,450 -7,950 -5%
CIBC World Market
62
CIBC World Market
Ontario, Canada
$2M 140,699 -287,537 -67%
TWM
63
Torch Wealth Management
Ohio
$1.99M 139,860 +17 +0%
RJA
64
Raymond James & Associates
Florida
$1.93M 135,327 -253,465 -65%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$1.92M 134,756 +107,633 +397%
KFC
66
Klingenstein Fields & Co
New York
$1.89M 133,130 – –
ICOA
67
Investment Centers of America
North Dakota
$1.89M 133,599 +69,211 +107%
SWP
68
Stratos Wealth Partners
Ohio
$1.79M 125,754 -13,165 -9%
CA
69
Cetera Advisors
Colorado
$1.76M 123,618 +140 +0.1%
Millennium Management
70
Millennium Management
New York
$1.72M 120,756 +10,134 +9%
AI
71
Atria Investments
North Carolina
$1.72M 120,746 +120,746 New
HSA
72
HBK Sorce Advisory
Pennsylvania
$1.64M 115,187 +43,550 +61%
BCM
73
Bluefin Capital Management
New York
$1.64M 114,885 +114,885 New
SB
74
Suntrust Banks
Georgia
$1.57M 104,662 +25,811 +33%
SLA
75
Silver Lake Advisory
Utah
$1.55M 108,700 +903 +0.8%
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