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Invesco Preferred ETF
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Overview Fund Activity

261 hedge funds and large institutions have $2.2B invested in Invesco Preferred ETF in 2017 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 125 increasing their positions, 58 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
-8
Holders Change %
-2.97%
% of All Funds
6.52%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.45%
New
26
Increased
125
Reduced
58
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$605M
2
Wells Fargo
2
Wells Fargo
California
$422M
3
Ameriprise
3
Ameriprise
Minnesota
$100M
4
Morgan Stanley
4
Morgan Stanley
New York
$135M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$119M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$37.2M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$78.5M
3
VFA
3
Voya Financial Advisors
Connecticut
$5.75M
4
MSWM
4
Mader & Shannon Wealth Management
Missouri
$0
5
FWM
5
Frontier Wealth Management
Missouri
$2.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
51
Advantage Investment Management
Iowa
$4.3M +$140K +9,302 +3%
CT
52
Coastline Trust
Rhode Island
$4.15M -$543K -36,110 -12%
RJFSA
53
Raymond James Financial Services Advisors
Florida
$4.13M -$602K -40,033 -13%
AFNAS
54
American Financial Network Advisory Services
California
$4.04M +$4.04M +268,746 New
BFG
55
Barber Financial Group
Kansas
$4.02M +$4.02M +267,383 New
Stifel Financial
56
Stifel Financial
Missouri
$3.98M +$722K +47,817 +22%
CCA
57
Clearwater Capital Advisors
Illinois
$3.86M +$107K +7,170 +3%
TF
58
Tompkins Financial
New York
$3.78M +$60.8K +4,048 +2%
GCA
59
Greenwood Capital Associates
South Carolina
$3.76M +$164K +10,935 +5%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$3.35M -$16.9K -1,124 -0.5%
ACM
61
AlphaStar Capital Management
North Carolina
$3.27M +$3.18M +211,822 +3,539%
AFS
62
Access Financial Services
Minnesota
$3.23M +$41.2K +2,740 +1%
ML
63
McAdam LLC
Pennsylvania
$3.15M +$150K +9,947 +5%
RJA
64
Raymond James & Associates
Florida
$3.03M +$1.65M +109,919 +120%
RCM
65
Robinson Capital Management
Michigan
$2.94M +$2.15M +143,259 +273%
AIA
66
Allegis Investment Advisors
Idaho
$2.79M -$4.91M -326,628 -64%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$2.76M -$285K -18,972 -9%
SWP
68
Stratos Wealth Partners
Ohio
$2.76M +$166K +11,053 +6%
IWA
69
IBEX Wealth Advisors
New Jersey
$2.69M +$15.9K +1,068 +0.6%
AIS
70
Accurate Investment Solutions
Pennsylvania
$2.61M -$12.9K -858 -0.5%
WCM
71
Weatherstone Capital Management
Colorado
$2.57M -$2.68M -178,190 -51%
FWM
72
Frontier Wealth Management
Missouri
$2.32M -$5.14M -342,149 -69%
TFA
73
Toth Financial Advisory
Virginia
$2.31M +$143K +9,481 +7%
PA
74
Perennial Advisors
New York
$2.3M +$95.1K +6,330 +4%
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$2.14M +$357K +23,738 +20%
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