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Invesco Preferred ETF
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Overview Fund Activity

327 hedge funds and large institutions have $2.3B invested in Invesco Preferred ETF in 2017 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 130 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+66
Holders Change %
+25.29%
% of All Funds
7.43%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.48%
New
87
Increased
130
Reduced
63
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$627M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$127M
3
Ameriprise
3
Ameriprise
Minnesota
$108M
4
LPL Financial
4
LPL Financial
California
$56.7M
5
SBWM
5
Sunflower Bank Wealth Management
Arizona
$5.53M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$36.2M
2
Prudential Financial
2
Prudential Financial
New Jersey
$4.47M
3
PFG
3
Piershale Financial Group
Illinois
$0
4
AWMG
4
Alliance Wealth Management Group
New Jersey
$0
5
Invesco
5
Invesco
Georgia
$34.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Manulife (Manufacturers Life Insurance)
76
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.42M +$1.52M +101,957 +168%
TFA
77
Toth Financial Advisory
Virginia
$2.42M +$131K +8,836 +6%
DCM
78
Dearborn Capital Management
Illinois
$2.35M +$566K +38,067 +32%
FDCDDQ
79
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.34M +$320K +21,563 +16%
SCA
80
Stokes Capital Advisors
South Carolina
$2.34M +$2.34M +157,493 New
TSS
81
Two Sigma Securities
New York
$2.29M +$2.29M +154,094 New
OMC
82
Old Mission Capital
Illinois
$2.22M +$2.22M +149,252 New
Wolverine Trading
83
Wolverine Trading
Illinois
$2.15M +$2.15M +144,475 New
FWM
84
Frontier Wealth Management
Missouri
$2.14M -$155K -10,456 -7%
ACG
85
Allen Capital Group
Nebraska
$2.12M +$2.12M +142,467 New
FA
86
FDx Advisors
Illinois
$2.11M +$83.5K +5,617 +4%
MWA
87
MFA Wealth Advisors
Pennsylvania
$2.08M +$2.08M +144,661 New
CFB
88
Cullen/Frost Bankers
Texas
$2.08M +$37.7K +2,540 +2%
HSA
89
HBK Sorce Advisory
Pennsylvania
$2.06M +$63.8K +4,293 +3%
GWCM
90
Godshalk Welsh Capital Management
Pennsylvania
$2.04M -$40.9K -2,750 -2%
HighTower Advisors
91
HighTower Advisors
Illinois
$2.02M -$2.79M -187,740 -58%
IP
92
Intellectus Partners
California
$2.02M +$1.45M +97,391 +254%
KFC
93
Klingenstein Fields & Co
New York
$1.96M -$14.9K -1,000 -0.8%
TWM
94
Torch Wealth Management
Ohio
$1.94M -$53.8K -3,618 -3%
MFS
95
Madrona Financial Services
Washington
$1.91M +$29.1K +1,955 +2%
AI
96
Atria Investments
North Carolina
$1.9M +$269K +18,107 +17%
Citadel Advisors
97
Citadel Advisors
Florida
$1.81M +$1.81M +121,879 New
CIBC Private Wealth Group
98
CIBC Private Wealth Group
Georgia
$1.79M +$355K +23,868 +25%
PCM
99
Peak Capital Management
Colorado
$1.77M – – –
SLA
100
Silver Lake Advisory
Utah
$1.76M +$118K +7,961 +7%
2 3
4
5 6