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Invesco Preferred ETF
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Overview Fund Activity

362 hedge funds and large institutions have $2.19B invested in Invesco Preferred ETF in 2019 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 152 increasing their positions, 101 reducing their positions, and 29 closing their positions.

Holders
362
Holders Change
+15
Holders Change %
+4.32%
% of All Funds
7.87%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.39%
New
49
Increased
152
Reduced
101
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$44.8M
2
Ameriprise
2
Ameriprise
Minnesota
$108M
3
LPL Financial
3
LPL Financial
California
$52.7M
4
UBS Group
4
UBS Group
Switzerland
$62M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$141M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
TYCC
2
Texas Yale Capital Corp
Florida
$8.39M
3
Prudential Financial
3
Prudential Financial
New Jersey
$18M
4
AP
4
Advisors Preferred
Maryland
$0
5
EFS
5
Econ Financial Services
Pennsylvania
$162K
Name Market Value Shares Shares
Change 		Shares
Change %
BWM
51
Biltmore Wealth Management
Arizona
$3.71M 253,461 +4,430 +2%
SP
52
SWS Partners
Ohio
$3.52M 236,829 +236,829 New
CIBC Private Wealth Group
53
CIBC Private Wealth Group
Georgia
$3.41M 233,366 +94,750 +68%
FCA
54
FinTrust Capital Advisors
South Carolina
$3.4M 232,117 +84,483 +57%
CCA
55
Clearwater Capital Advisors
Illinois
$3.39M 231,695 -1,568 -0.7%
TFA
56
Toth Financial Advisory
Virginia
$3.31M 226,465 +47,422 +26%
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$3.31M 226,218 -1,426 -0.6%
PA
58
Perennial Advisors
New York
$3.29M 224,913 +13,383 +6%
GC
59
Guggenheim Capital
Illinois
$3.03M 206,776 -15,891 -7%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$3M 204,994 -1,269 -0.6%
AGA
61
Arkos Global Advisors
Texas
$2.98M 203,378 -3,466 -2%
I
62
INVST
Indiana
$2.82M 192,979 +18,053 +10%
FHC
63
First Heartland Consultants
Missouri
$2.78M 190,110 +66,478 +54%
CIBC World Market
64
CIBC World Market
Ontario, Canada
$2.5M 170,712 +21,953 +15%
SCP
65
Shorepoint Capital Partners
Massachusetts
$2.49M 170,417 +13,729 +9%
BFG
66
Barber Financial Group
Kansas
$2.45M 167,427 +167,427 New
ACA
67
Atlas Capital Advisors
Wyoming
$2.43M 166,093 -11,470 -6%
RCA
68
Reitz Capital Advisors
Michigan
$2.32M 158,481 +25,063 +19%
UCFA
69
United Capital Financial Advisors
Texas
$2.28M 155,845 +31,834 +26%
MA
70
Mutual Advisors
Nebraska
$2.26M 154,359 +964 +0.6%
TPA
71
Trivium Point Advisory
Connecticut
$2.17M 148,185 +15,365 +12%
APA
72
American Portfolios Advisors
New York
$2.09M 143,029 +39,966 +39%
FDCDDQ
73
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.02M 138,183 -750 -0.5%
ACM
74
AlphaStar Capital Management
North Carolina
$2M 136,502 +3,113 +2%
CT
75
Coastline Trust
Rhode Island
$1.99M 135,830 +24,510 +22%
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