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Invesco Preferred ETF
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Overview Fund Activity

347 hedge funds and large institutions have $2.04B invested in Invesco Preferred ETF in 2019 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 125 increasing their positions, 114 reducing their positions, and 39 closing their positions.

Holders
347
Holders Change
+3
Holders Change %
+0.87%
% of All Funds
7.52%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
45
Increased
125
Reduced
114
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$14M
2
Morgan Stanley
2
Morgan Stanley
New York
$127M
3
Goldman Sachs
3
Goldman Sachs
New York
$10.4M
4
TYCC
4
Texas Yale Capital Corp
Florida
$16.3M
5
FF
5
Friedenthal Financial
New Jersey
$8.73M

Top Sellers

1
CFG
1
CNO Financial Group
Indiana
$0
2
Wells Fargo
2
Wells Fargo
California
$290M
3
HNB
3
Huntington National Bank
Ohio
$34.2M
4
CFA
4
Camarda Financial Advisors
Florida
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
51
Biltmore Wealth Management
Arizona
$3.61M +$485K +33,434 +16%
PCM
52
Peak Capital Management
Colorado
$3.54M +$2.15M +148,297 +155%
CCA
53
Clearwater Capital Advisors
Illinois
$3.38M -$277K -19,105 -8%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$3.3M +$3.3M +227,644 New
GC
55
Guggenheim Capital
Illinois
$3.23M -$1.06M -73,105 -25%
PA
56
Perennial Advisors
New York
$3.07M +$185K +12,740 +6%
AGA
57
Arkos Global Advisors
Texas
$3M +$370K +25,524 +14%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$2.99M +$304K +20,967 +11%
TFA
59
Toth Financial Advisory
Virginia
$2.6M +$668K +46,096 +35%
ACA
60
Atlas Capital Advisors
Wyoming
$2.57M -$43.3K -2,989 -2%
RJA
61
Raymond James & Associates
Florida
$2.56M -$76K -5,238 -3%
I
62
INVST
Indiana
$2.55M +$254K +17,404 +11%
CA
63
Crewe Advisors
Utah
$2.5M -$266K -18,321 -10%
SCP
64
Shorepoint Capital Partners
Massachusetts
$2.27M +$2.27M +156,688 New
LP
65
LGL Partners
Pennsylvania
$2.24M -$59K -4,069 -3%
MA
66
Mutual Advisors
Nebraska
$2.22M +$138K +9,519 +7%
CIBC World Market
67
CIBC World Market
Ontario, Canada
$2.16M +$2.16M +148,759 New
FCA
68
FinTrust Capital Advisors
South Carolina
$2.14M +$1.26M +86,949 +143%
CWM
69
Centric Wealth Management
Illinois
$2.06M +$3.99K +275 +0.2%
FDCDDQ
70
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.01M -$362K -24,948 -15%
CIBC Private Wealth Group
71
CIBC Private Wealth Group
Georgia
$2.01M +$548K +37,814 +38%
RCA
72
Reitz Capital Advisors
Michigan
$1.94M -$456K -31,468 -19%
ACM
73
AlphaStar Capital Management
North Carolina
$1.93M -$1.92M -132,182 -50%
HSA
74
HBK Sorce Advisory
Pennsylvania
$1.93M +$11.2K +771 +0.6%
TPA
75
Trivium Point Advisory
Connecticut
$1.93M +$68.9K +4,750 +4%
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