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Invesco Preferred ETF
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Overview Fund Activity

136 hedge funds and large institutions have $712M invested in Invesco Preferred ETF in 2013 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 31 increasing their positions, 61 reducing their positions, and 20 closing their positions.

Holders
136
Holders Change
+7
Holders Change %
+5.43%
% of All Funds
3.95%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
29
Increased
31
Reduced
61
Closed
20
Calls
$923K
Puts
–
Net Calls
+$923K
Net Calls Change
+$923K

Top Buyers

1
Invesco
1
Invesco
Georgia
$63.3M
2
DFG
2
Delphi Financial Group
Delaware
$4.97M
3
KIA
3
KCM Investment Advisors
California
$3.38M
4
GC
4
Guggenheim Capital
Illinois
$7.69M
5
Citigroup
5
Citigroup
New York
$1.7M

Top Sellers

1
CC
1
Curian Capital
Colorado
$73.5M
2
HNB
2
Huntington National Bank
Ohio
$34M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$90.8M
4
Bank of America
4
Bank of America
North Carolina
$108M
5
FAAM
5
First Allied Asset Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CPO
76
Cerity Partners OCIO
New York
$455K +$77K +5,737 +20%
KeyBank National Association
77
KeyBank National Association
Ohio
$437K -$11.3K -840 -3%
GPC
78
Glacier Peak Capital
Washington
$403K +$403K +30,000 New
CWM
79
Concert Wealth Management
California
$391K -$43.6K -3,302 -10%
RJFSA
80
Raymond James Financial Services Advisors
Florida
$391K -$2.05K -153 -0.5%
Northern Trust
81
Northern Trust
Illinois
$363K -$474K -35,285 -57%
CAN
82
Cetera Advisor Networks
California
$350K -$110K -8,297 -24%
WPC
83
White Pine Capital
Minnesota
$333K +$138K +10,300 +71%
ICOA
84
Investment Centers of America
North Dakota
$325K -$137K -10,028 -30%
NPC
85
National Planning Corporation
California
$318K -$286K -21,027 -47%
PO
86
Private Ocean
California
$305K +$305K +22,700 New
FAAS
87
First Allied Advisory Services
California
$295K -$10M -741,692 -97%
CP
88
Camelot Portfolios
Ohio
$276K +$34.3K +2,555 +14%
WS
89
Wedbush Securities
California
$270K -$8.17K -609 -3%
Verition Fund Management
90
Verition Fund Management
Connecticut
$264K +$264K +19,672 New
BFEC
91
Benjamin F. Edwards & Company
Missouri
$254K -$16.1K -1,200 -6%
MAS
92
Madden Advisory Services
Florida
$249K +$249K +18,520 New
AAS
93
Annex Advisory Services
Wisconsin
$228K -$2.21M -164,495 -91%
GG
94
Gofen & Glossberg
Illinois
$221K – – –
CK
95
Carnick & Kubik
Colorado
$211K +$211K +15,725 New
RIM
96
Regent Investment Management
Kentucky
$207K +$207K +15,400 New
ASN
97
Advisory Services Network
Georgia
$193K +$193K +14,341 New
BC
98
Burney Company
Virginia
$192K -$107K -7,970 -36%
IH
99
IFC Holdings
Florida
$191K -$15.4K -1,142 -7%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$183K -$1.12M -83,120 -86%
2 3
4
5 6