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Invesco Preferred ETF
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Overview Fund Activity

327 hedge funds and large institutions have $2.3B invested in Invesco Preferred ETF in 2017 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 130 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+66
Holders Change %
+25.29%
% of All Funds
7.43%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.48%
New
87
Increased
130
Reduced
63
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$627M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$127M
3
Ameriprise
3
Ameriprise
Minnesota
$108M
4
LPL Financial
4
LPL Financial
California
$56.7M
5
SBWM
5
Sunflower Bank Wealth Management
Arizona
$5.53M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$36.2M
2
Prudential Financial
2
Prudential Financial
New Jersey
$4.47M
3
PFG
3
Piershale Financial Group
Illinois
$0
4
AWMG
4
Alliance Wealth Management Group
New Jersey
$0
5
Invesco
5
Invesco
Georgia
$34.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
51
Prudential Financial
New Jersey
$4.47M -$10.7M -719,000 -71%
AIM
52
Advantage Investment Management
Iowa
$4.38M +$128K +8,630 +3%
CT
53
Coastline Trust
Rhode Island
$4.32M +$218K +14,660 +5%
SP
54
SWS Partners
Ohio
$4.31M +$4.31M +289,930 New
SC
55
Scotia Capital
Ontario, Canada
$4.26M -$4.59K -309 -0.1%
ACM
56
AlphaStar Capital Management
North Carolina
$4.06M +$819K +55,149 +25%
CCA
57
Clearwater Capital Advisors
Illinois
$3.97M +$124K +8,339 +3%
TF
58
Tompkins Financial
New York
$3.84M +$105K +7,098 +3%
BFG
59
Barber Financial Group
Kansas
$3.82M -$153K -10,284 -4%
RJA
60
Raymond James & Associates
Florida
$3.73M +$741K +49,870 +25%
CAN
61
Cetera Advisor Networks
California
$3.72M -$2.89M -194,347 -44%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$3.53M +$224K +15,104 +7%
AFS
63
Access Financial Services
Minnesota
$3.17M -$17.2K -1,159 -0.5%
ML
64
McAdam LLC
Pennsylvania
$3.15M – – –
WCM
65
Weatherstone Capital Management
Colorado
$2.91M +$370K +24,933 +15%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$2.88M +$766K +51,557 +36%
AP
67
Advisors Preferred
Maryland
$2.88M -$4.34M -291,799 -60%
PA
68
Perennial Advisors
New York
$2.85M +$572K +38,500 +25%
CA
69
Crewe Advisors
Utah
$2.8M +$2.8M +188,532 New
SWP
70
Stratos Wealth Partners
Ohio
$2.79M +$55.6K +3,742 +2%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$2.74M +$5.19K +349 +0.2%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$2.73M +$2.73M +183,819 New
SWP
73
Strategic Wealth Partners
Ohio
$2.64M +$2.64M +177,563 New
AIS
74
Accurate Investment Solutions
Pennsylvania
$2.55M -$29.5K -1,982 -1%
Renaissance Technologies
75
Renaissance Technologies
New York
$2.5M +$2.5M +168,100 New
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