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Invesco Preferred ETF
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Overview Fund Activity

227 hedge funds and large institutions have $1.95B invested in Invesco Preferred ETF in 2016 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 112 increasing their positions, 44 reducing their positions, and 22 closing their positions.

Holders
227
Holders Change
+14
Holders Change %
+6.57%
% of All Funds
6.07%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.43%
New
38
Increased
112
Reduced
44
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$412M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$133M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$96.2M
4
Bessemer Group
4
Bessemer Group
New Jersey
$15.1M
5
Ameriprise
5
Ameriprise
Minnesota
$58.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$325M
2
WI
2
WBI Investments
New Jersey
$2.68M
3
FWM
3
Frontier Wealth Management
Missouri
$2.83M
4
LPT
4
Legacy Private Trust
Wisconsin
$422K
5
Morgan Stanley
5
Morgan Stanley
New York
$175M
Name Market Value Shares Shares
Change 		Shares
Change %
Mirae Asset Global Investments
76
Mirae Asset Global Investments
South Korea
$1.69M 111,711 +111,711 New
SPC
77
Sigma Planning Corp
Michigan
$1.68M 110,762 +10,383 +10%
Millennium Management
78
Millennium Management
New York
$1.67M 110,622 -46,732 -30%
SLA
79
Silver Lake Advisory
Utah
$1.63M 107,797 +2,595 +2%
Citigroup
80
Citigroup
New York
$1.62M 107,218 -2,401 -2%
QA
81
Quantitative Advantage
Minnesota
$1.6M 106,037 -3,284 -3%
AG
82
Appleton Group
Wisconsin
$1.58M 104,577 +93,279 +826%
William Blair & Company
83
William Blair & Company
Illinois
$1.55M 102,420 +23,876 +30%
NA
84
Navellier & Associates
Nevada
$1.51M 99,744 +25,047 +34%
CCB
85
Cutter & Co Brokerage
Missouri
$1.43M 94,720 +369 +0.4%
CWM
86
Cabot Wealth Management
Massachusetts
$1.41M 93,209 +20,493 +28%
IA
87
IFP Advisors
Florida
$1.34M 88,764 -13,991 -14%
BCI
88
Brinker Capital Investments
Pennsylvania
$1.34M 88,701 – –
NL
89
NWAM LLC
Washington
$1.19M 78,932 -3,263 -4%
SB
90
Suntrust Banks
Georgia
$1.19M 78,851 +20,892 +36%
FF
91
Friedenthal Financial
New Jersey
$1.17M 77,577 -1,212 -2%
CWM
92
Concert Wealth Management
California
$1.09M 71,787 -2,443 -3%
HSA
93
HBK Sorce Advisory
Pennsylvania
$1.08M 71,637 +16,172 +29%
CAN
94
Cetera Advisor Networks
California
$1.08M 71,434 +15,457 +28%
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$1.06M 70,148 -4,181 -6%
JPMPWA
96
J.P. Morgan Private Wealth Advisors
California
$1.02M 67,500 – –
LS
97
Lattice Strategies
Pennsylvania
$994K 65,677 -22,065 -25%
CFA
98
Carroll Financial Associates
North Carolina
$993K 65,632 +11,760 +22%
PWPCM
99
Perella Weinberg Partners Capital Management
New York
$986K 65,149 – –
BTS
100
BB&T Securities
Virginia
$984K 65,095 +9,273 +17%
2 3
4
5 6