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Invesco Preferred ETF
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Overview Fund Activity

203 hedge funds and large institutions have $1.64B invested in Invesco Preferred ETF in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 97 increasing their positions, 34 reducing their positions, and 27 closing their positions.

Holders
203
Holders Change
+7
Holders Change %
+3.57%
% of All Funds
5.42%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
36
Increased
97
Reduced
34
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$136M
2
Bank of America
2
Bank of America
North Carolina
$341M
3
PFG
3
Piershale Financial Group
Illinois
$28.9M
4
Wells Fargo
4
Wells Fargo
California
$300M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$80.1M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$32.5M
2
MSWM
2
Mader & Shannon Wealth Management
Missouri
$0
3
Prudential Financial
3
Prudential Financial
New Jersey
$17.4M
4
CS
4
Credit Suisse
Switzerland
$0
5
SPL
5
Smart Portfolios LLC
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TFA
76
Transamerica Financial Advisors
Florida
$1.34M 89,566 +62,541 +231%
NPC
77
National Planning Corporation
California
$1.32M 87,602 -331,269 -79%
NL
78
NWAM LLC
Washington
$1.24M 83,021 -2,306 -3%
IA
79
IFP Advisors
Florida
$1.19M 81,685 +34,616 +74%
Millennium Management
80
Millennium Management
New York
$1.18M 79,309 +51,786 +188%
WP
81
WealthSource Partners
California
$1.12M 74,983 +74,983 New
DW
82
Domani Wealth
Pennsylvania
$1.11M 74,329 -18,351 -20%
Fifth Third Bancorp
83
Fifth Third Bancorp
Ohio
$1.05M 70,279 +22,238 +46%
ICOA
84
Investment Centers of America
North Dakota
$1.05M 69,863 +45,217 +183%
BWM
85
BerganKDV Wealth Management
Minnesota
$951K 63,747 +63,747 New
CAN
86
Cetera Advisor Networks
California
$897K 60,224 +8,847 +17%
HIM
87
Hillsdale Investment Management
Ontario, Canada
$888K 59,500 +59,500 New
CFA
88
Carroll Financial Associates
North Carolina
$884K 59,272 +219 +0.4%
SS
89
Simplicity Solutions
Minnesota
$839K 56,241 -6,142 -10%
MAS
90
Madden Advisory Services
Florida
$835K 56,025 – –
GAM
91
Gould Asset Management
California
$831K 55,678 +3,435 +7%
CA
92
Cetera Advisors
Colorado
$788K 53,073 +1,466 +3%
CWM
93
Concert Wealth Management
California
$767K 51,433 +11,805 +30%
DADC
94
D.A. Davidson & Co
Montana
$761K 51,035 – –
KA
95
Kovack Advisors
Florida
$730K 48,926 +48,926 New
AIM
96
Advantage Investment Management
Iowa
$720K 48,282 +48,282 New
SAM
97
SignalPoint Asset Management
Missouri
$705K 47,238 -5,573 -11%
BTS
98
BB&T Securities
Virginia
$701K 47,023 -5,856 -11%
FNBT
99
FineMark National Bank & Trust
Florida
$669K 44,870 – –
SMH
100
Sanders Morris Harris
Texas
$664K 44,546 +44,546 New
2 3
4
5 6