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Invesco Preferred ETF
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Overview Fund Activity

166 hedge funds and large institutions have $886M invested in Invesco Preferred ETF in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 60 increasing their positions, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+13
Holders Change %
+8.5%
% of All Funds
4.43%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
28
Increased
60
Reduced
48
Closed
14
Calls
–
Puts
$437K
Net Calls
-$437K
Net Calls Change
+$37K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$22.4M
2
CNB
2
City National Bank
California
$18.5M
3
Wells Fargo
3
Wells Fargo
California
$176M
4
MAA
4
Managed Account Advisors
New Jersey
$31.5M
5
MSWM
5
Mader & Shannon Wealth Management
Missouri
$6.62M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$62.8M
2
HNB
2
Huntington National Bank
Ohio
$33M
3
BTS
3
BB&T Securities
Virginia
$3.57M
4
PFG
4
Piershale Financial Group
Illinois
$0
5
PWM
5
ParenteBeard Wealth Management
Pennsylvania
$103K
Name Holding Trade Value Shares
Change 		Shares
Change %
FBT
76
Founders Bank & Trust
Michigan
$644K – – –
DADC
77
D.A. Davidson & Co
Montana
$639K +$50.9K +3,465 +9%
SSWM
78
Sheets Smith Wealth Management
North Carolina
$637K -$1.03M -70,000 -62%
CP
79
Camelot Portfolios
Ohio
$632K -$16.7K -1,135 -3%
TCM
80
Traynor Capital Management
Pennsylvania
$607K +$607K +41,312 New
PI
81
Placemark Investments
Illinois
$605K +$308K +20,922 +104%
GCA
82
Greenwood Capital Associates
South Carolina
$600K +$179K +12,165 +42%
SWP
83
Stratos Wealth Partners
Ohio
$598K +$598K +40,647 New
WPC
84
White Pine Capital
Minnesota
$589K – – –
RJFSA
85
Raymond James Financial Services Advisors
Florida
$585K -$34.6K -2,352 -6%
CA
86
Cetera Advisors
Colorado
$584K +$263K +17,842 +82%
SPL
87
Smart Portfolios LLC
Washington
$582K +$582K +39,593 New
PA
88
Pinnacle Associates
New York
$570K -$23.9K -1,629 -4%
Thrivent Financial for Lutherans
89
Thrivent Financial for Lutherans
Minnesota
$542K -$8.65K -589 -2%
GAM
90
Gould Asset Management
California
$538K +$6.37K +433 +1%
CAN
91
Cetera Advisor Networks
California
$536K -$461K -31,370 -46%
FIM
92
Freedom Investment Management
Connecticut
$529K +$50.8K +3,454 +11%
Chevy Chase Trust
93
Chevy Chase Trust
Maryland
$525K -$99.1K -6,739 -16%
Citigroup
94
Citigroup
New York
$516K -$81.9K -5,572 -14%
CWM
95
Concert Wealth Management
California
$516K +$46.6K +3,160 +10%
Northern Trust
96
Northern Trust
Illinois
$515K – – –
OIA
97
Optimum Investment Advisors
Illinois
$490K +$1.01K +69 +0.2%
DP
98
Dearborn Partners
Illinois
$483K -$44.1K -3,000 -8%
HSA
99
HBK Sorce Advisory
Pennsylvania
$478K +$14.4K +982 +3%
NES
100
New England Securities
New York
$467K -$113K -7,701 -20%
2 3
4
5 6