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Invesco Preferred ETF
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Overview Fund Activity

358 hedge funds and large institutions have $2.27B invested in Invesco Preferred ETF in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 139 increasing their positions, 106 reducing their positions, and 42 closing their positions.

Holders
358
Holders Change
-4
Holders Change %
-1.1%
% of All Funds
7.86%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.4%
New
39
Increased
139
Reduced
106
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$16.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$153M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$157M
4
UBS Group
4
UBS Group
Switzerland
$75.1M
5
Bank of America
5
Bank of America
North Carolina
$634M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$4.78M
2
TYCC
2
Texas Yale Capital Corp
Florida
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$5.04M
4
Prudential Financial
4
Prudential Financial
New Jersey
$12.4M
5
AG
5
Advisor Group
Arizona
$13.1M
Name Market Value Shares Shares
Change 		Shares
Change %
SCP
51
Shorepoint Capital Partners
Massachusetts
$4.77M 317,634 +147,217 +86%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$4.66M 310,406 +99 +0%
CA
53
Crewe Advisors
Utah
$4.26M 283,784 -8,342 -3%
IA
54
IFP Advisors
Florida
$4.2M 280,233 +280,233 New
AG
55
Appleton Group
Wisconsin
$4.15M 276,524 -51,369 -16%
TF
56
Tompkins Financial
New York
$4.05M 269,469 +132 +0%
I
57
INVST
Indiana
$4.05M 270,070 +77,091 +40%
BWM
58
Biltmore Wealth Management
Arizona
$3.87M 257,853 +4,392 +2%
CG
59
Colony Group
Massachusetts
$3.83M 255,118 +255,118 New
SP
60
SWS Partners
Ohio
$3.69M 246,463 +9,634 +4%
CIBC Private Wealth Group
61
CIBC Private Wealth Group
Georgia
$3.61M 240,689 +7,323 +3%
TFA
62
Toth Financial Advisory
Virginia
$3.57M 237,425 +10,960 +5%
PA
63
Perennial Advisors
New York
$3.51M 233,833 +8,920 +4%
CCA
64
Clearwater Capital Advisors
Illinois
$3.39M 225,880 -5,815 -3%
SBWM
65
Sunflower Bank Wealth Management
Arizona
$3.35M 223,195 +160,265 +255%
AGA
66
Arkos Global Advisors
Texas
$3.2M 212,881 +9,503 +5%
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$3.1M 206,130 +1,136 +0.6%
AP
68
Advisors Preferred
Maryland
$3.08M 204,861 +204,861 New
SC
69
Scotia Capital
Ontario, Canada
$2.97M 197,997 -124,866 -39%
ACA
70
Atlas Capital Advisors
Wyoming
$2.85M 189,505 +23,412 +14%
CIBC World Market
71
CIBC World Market
Ontario, Canada
$2.65M 176,648 +5,936 +3%
SB
72
Suntrust Banks
Georgia
$2.54M 169,015 +153,084 +961%
RCA
73
Reitz Capital Advisors
Michigan
$2.49M 165,473 +6,992 +4%
UCFA
74
United Capital Financial Advisors
Texas
$2.45M 163,015 +7,170 +5%
MA
75
Mutual Advisors
Nebraska
$2.41M 160,410 +6,051 +4%
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3
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