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Invesco Preferred ETF
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Overview Fund Activity

213 hedge funds and large institutions have $1.77B invested in Invesco Preferred ETF in 2016 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 99 increasing their positions, 52 reducing their positions, and 23 closing their positions.

Holders
213
Holders Change
+10
Holders Change %
+4.93%
% of All Funds
5.69%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.27%
New
36
Increased
99
Reduced
52
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$352M
2
Morgan Stanley
2
Morgan Stanley
New York
$178M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$111M
4
Bank of America
4
Bank of America
North Carolina
$374M
5
Ameriprise
5
Ameriprise
Minnesota
$45M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$38.6M
2
PFG
2
Piershale Financial Group
Illinois
$17K
3
CIA
3
Capital Investment Advisors
Georgia
$1.01M
4
WCM
4
Weatherstone Capital Management
Colorado
$546K
5
LPT
5
Legacy Private Trust
Wisconsin
$2.76M
Name Market Value Shares Shares
Change 		Shares
Change %
William Blair & Company
76
William Blair & Company
Illinois
$1.2M 78,544 +78,544 New
NA
77
Navellier & Associates
Nevada
$1.14M 74,697 +31,958 +75%
Fifth Third Bancorp
78
Fifth Third Bancorp
Ohio
$1.13M 74,329 +4,050 +6%
CWM
79
Concert Wealth Management
California
$1.13M 74,230 +22,797 +44%
CWM
80
Cabot Wealth Management
Massachusetts
$1.11M 72,716 +72,716 New
CA
81
Cetera Advisors
Colorado
$1.04M 68,047 +14,974 +28%
JPMPWA
82
J.P. Morgan Private Wealth Advisors
California
$1.03M 67,500 +67,500 New
CIA
83
Capital Investment Advisors
Georgia
$1.01M 65,914 -739,291 -92%
PWPCM
84
Perella Weinberg Partners Capital Management
New York
$993K 65,149 +65,149 New
NPC
85
National Planning Corporation
California
$901K 58,744 -28,858 -33%
SB
86
Suntrust Banks
Georgia
$882K 57,959 +22,683 +64%
GAM
87
Gould Asset Management
California
$857K 56,255 +577 +1%
MAS
88
Madden Advisory Services
Florida
$853K 56,025 – –
CAN
89
Cetera Advisor Networks
California
$850K 55,977 -4,247 -7%
BTS
90
BB&T Securities
Virginia
$850K 55,822 +8,799 +19%
HSA
91
HBK Sorce Advisory
Pennsylvania
$845K 55,465 +13,152 +31%
FIM
92
Freedom Investment Management
Connecticut
$831K 54,507 +17,076 +46%
CFA
93
Carroll Financial Associates
North Carolina
$821K 53,872 -5,400 -9%
DADC
94
D.A. Davidson & Co
Montana
$794K 52,195 +1,160 +2%
KA
95
Kovack Advisors
Florida
$788K 51,701 +2,775 +6%
BRWA
96
B. Riley Wealth Advisors
Florida
$739K 66,954 +11,045 +20%
PA
97
Pinnacle Associates
New York
$690K 45,260 +1,417 +3%
ACM
98
Argentus Capital Management
Texas
$682K 44,743 +31,473 +237%
Koshinski Asset Management
99
Koshinski Asset Management
Illinois
$673K 44,147 +44,147 New
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$671K 44,028 +10,743 +32%
2 3
4
5 6