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Invesco Preferred ETF
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Overview Fund Activity

261 hedge funds and large institutions have $2.2B invested in Invesco Preferred ETF in 2017 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 125 increasing their positions, 58 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
-8
Holders Change %
-2.97%
% of All Funds
6.52%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.45%
New
26
Increased
125
Reduced
58
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$605M
2
Wells Fargo
2
Wells Fargo
California
$422M
3
Ameriprise
3
Ameriprise
Minnesota
$100M
4
Morgan Stanley
4
Morgan Stanley
New York
$135M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$119M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$37.2M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$78.5M
3
VFA
3
Voya Financial Advisors
Connecticut
$5.75M
4
MSWM
4
Mader & Shannon Wealth Management
Missouri
$0
5
FWM
5
Frontier Wealth Management
Missouri
$2.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWCM
76
Godshalk Welsh Capital Management
Pennsylvania
$2.1M – – –
CFB
77
Cullen/Frost Bankers
Texas
$2.06M +$14.3K +952 +0.7%
FA
78
FDx Advisors
Illinois
$2.05M -$1.12M -74,798 -35%
FDCDDQ
79
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.05M +$158K +10,510 +8%
HSA
80
HBK Sorce Advisory
Pennsylvania
$2.01M +$138K +9,213 +7%
TWM
81
Torch Wealth Management
Ohio
$2.01M -$21.5K -1,433 -1%
KFC
82
Klingenstein Fields & Co
New York
$2M – – –
MFS
83
Madrona Financial Services
Washington
$1.9M +$81.5K +5,423 +4%
DCM
84
Dearborn Capital Management
Illinois
$1.8M – – –
PCM
85
Peak Capital Management
Colorado
$1.77M +$383K +25,474 +28%
LC
86
Landaas & Company
Wisconsin
$1.77M +$1.77M +117,778 New
LFAS
87
Level Four Advisory Services
Texas
$1.72M +$1.55M +103,194 +899%
SLA
88
Silver Lake Advisory
Utah
$1.66M -$8.57K -570 -0.5%
AI
89
Atria Investments
North Carolina
$1.65M -$536K -35,680 -25%
OIA
90
Optimum Investment Advisors
Illinois
$1.62M +$37K +2,459 +2%
William Blair & Company
91
William Blair & Company
Illinois
$1.55M +$98.2K +6,533 +7%
SPC
92
Sigma Planning Corp
Michigan
$1.5M +$193K +12,821 +15%
CIBC Private Wealth Group
93
CIBC Private Wealth Group
Georgia
$1.45M +$1.45M +96,352 New
Millennium Management
94
Millennium Management
New York
$1.44M -$712K -47,408 -33%
WS
95
Wela Strategies
Georgia
$1.36M -$170K -11,292 -11%
SB
96
Suntrust Banks
Georgia
$1.34M -$68.3K -4,547 -5%
BCI
97
Brinker Capital Investments
Pennsylvania
$1.33M – – –
LP
98
LGL Partners
Pennsylvania
$1.32M -$295K -19,644 -18%
CA
99
Cetera Advisors
Colorado
$1.25M -$352K -23,364 -22%
UCFA
100
United Capital Financial Advisors
Texas
$1.22M -$30.7K -2,044 -2%
2 3
4
5 6