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Invesco Preferred ETF
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Overview Fund Activity

344 hedge funds and large institutions have $1.91B invested in Invesco Preferred ETF in 2018 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 78 increasing their positions, 142 reducing their positions, and 42 closing their positions.

Holders
344
Holders Change
+26
Holders Change %
+8.18%
% of All Funds
7.68%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.38%
New
74
Increased
78
Reduced
142
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PP
1
PagnatoKarp Partners
Virginia
$21M
2
EWM
2
Edge Wealth Management
New York
$14.7M
3
TYCC
3
Texas Yale Capital Corp
Florida
$7.28M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.11M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$8.08M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$309M
2
Bank of America
2
Bank of America
North Carolina
$552M
3
HNB
3
Huntington National Bank
Ohio
$35.2M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$47.8M
5
Creative Planning
5
Creative Planning
Kansas
$1.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
51
Scotia Capital
Ontario, Canada
$3.14M +$81.7K +6,062 +3%
SP
52
SWS Partners
Ohio
$3.1M -$245K -18,172 -7%
Stifel Financial
53
Stifel Financial
Missouri
$3.08M +$1.14M +84,859 +59%
BWM
54
Biltmore Wealth Management
Arizona
$2.9M +$64K +4,755 +2%
PA
55
Perennial Advisors
New York
$2.68M +$270K +20,064 +11%
CA
56
Crewe Advisors
Utah
$2.57M +$173K +12,824 +7%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$2.49M -$1.16M -86,167 -32%
RJA
58
Raymond James & Associates
Florida
$2.45M -$1.04M -77,074 -30%
AGA
59
Arkos Global Advisors
Texas
$2.44M +$2.44M +181,320 New
ACA
60
Atlas Capital Advisors
Wyoming
$2.43M +$467K +34,650 +24%
MWA
61
MFA Wealth Advisors
Pennsylvania
$2.31M +$61K +4,535 +3%
EFS
62
Econ Financial Services
Pennsylvania
$2.25M +$2.25M +167,071 New
IA
63
IFP Advisors
Florida
$2.23M -$28.1K -2,104 -1%
RCA
64
Reitz Capital Advisors
Michigan
$2.22M +$2.22M +164,886 New
FDCDDQ
65
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.21M -$127K -9,400 -5%
LP
66
LGL Partners
Pennsylvania
$2.14M +$779K +57,830 +57%
IWA
67
IBEX Wealth Advisors
New Jersey
$2.13M -$39.2K -2,907 -2%
I
68
INVST
Indiana
$2.12M -$149K -11,054 -7%
Wolverine Trading
69
Wolverine Trading
Illinois
$2.01M +$533K +39,992 +36%
MCM
70
MV Capital Management
Maryland
$1.95M -$2.13M -157,835 -52%
MA
71
Mutual Advisors
Nebraska
$1.94M +$94.1K +6,984 +5%
CWM
72
Centric Wealth Management
Illinois
$1.91M +$1.91M +141,827 New
SLA
73
Silver Lake Advisory
Utah
$1.86M +$42.4K +3,146 +2%
TFA
74
Toth Financial Advisory
Virginia
$1.79M -$155K -11,487 -8%
BFC
75
Blue Fin Capital
Rhode Island
$1.79M +$1.79M +132,840 New
1 2
3
4 5