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Invesco Preferred ETF
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Overview Fund Activity

232 hedge funds and large institutions have $1.59B invested in Invesco Preferred ETF in 2016 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 73 increasing their positions, 86 reducing their positions, and 36 closing their positions.

Holders
232
Holders Change
+5
Holders Change %
+2.2%
% of All Funds
5.81%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.33%
New
45
Increased
73
Reduced
86
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HNB
1
Huntington National Bank
Ohio
$33.5M
2
FAAS
2
First Allied Advisory Services
California
$16.2M
3
Ameriprise
3
Ameriprise
Minnesota
$64.5M
4
AAP
4
Arax Advisory Partners
Colorado
$8.21M
5
FWM
5
FFT Wealth Management
Pennsylvania
$5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$314M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$93M
3
Morgan Stanley
3
Morgan Stanley
New York
$137M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.33M
5
Prudential Financial
5
Prudential Financial
New Jersey
$5.11M
Name Market Value Shares Shares
Change 		Shares
Change %
LP
76
LGL Partners
Pennsylvania
$1.51M 106,357 +106,357 New
FA
77
FDx Advisors
Illinois
$1.43M 100,533 +100,533 New
PWPCM
78
Perella Weinberg Partners Capital Management
New York
$1.43M 100,174 +35,025 +54%
William Blair & Company
79
William Blair & Company
Illinois
$1.41M 98,909 -3,511 -3%
HW
80
Hancock Whitney
Mississippi
$1.35M 94,701 -70,423 -43%
UCFA
81
United Capital Financial Advisors
Texas
$1.34M 93,977 -104,100 -53%
PA
82
Perennial Advisors
New York
$1.31M 92,023 +92,023 New
CCB
83
Cutter & Co Brokerage
Missouri
$1.28M 89,998 -4,722 -5%
OIA
84
Optimum Investment Advisors
Illinois
$1.28M 89,594 -116,439 -57%
CWM
85
Cabot Wealth Management
Massachusetts
$1.27M 89,016 -4,193 -4%
BCI
86
Brinker Capital Investments
Pennsylvania
$1.26M 88,701 – –
SPC
87
Sigma Planning Corp
Michigan
$1.19M 83,276 -27,486 -25%
Citadel Advisors
88
Citadel Advisors
Florida
$1.12M 78,405 +78,405 New
GCA
89
Greenwood Capital Associates
South Carolina
$1.01M 70,994 -175,169 -71%
LS
90
Lattice Strategies
Pennsylvania
$998K 70,102 +4,425 +7%
BTS
91
BB&T Securities
Virginia
$984K 65,095 – –
CFB
92
Cullen/Frost Bankers
Texas
$928K 65,214 +1,908 +3%
CFA
93
Carroll Financial Associates
North Carolina
$916K 64,397 -1,235 -2%
ECAM
94
East Coast Asset Management
Massachusetts
$873K 61,365 +1,935 +3%
GAM
95
Gould Asset Management
California
$851K 59,830 +3,270 +6%
Koshinski Asset Management
96
Koshinski Asset Management
Illinois
$842K 59,154 +7,873 +15%
IA
97
IFP Advisors
Florida
$835K 58,708 -30,056 -34%
Citigroup
98
Citigroup
New York
$814K 57,173 -50,045 -47%
DADC
99
D.A. Davidson & Co
Montana
$806K 56,673 +3,933 +7%
SPL
100
Smart Portfolios LLC
Washington
$794K 55,769 +11,004 +25%
2 3
4
5 6