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Invesco Preferred ETF
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Overview Fund Activity

362 hedge funds and large institutions have $2.19B invested in Invesco Preferred ETF in 2019 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 152 increasing their positions, 101 reducing their positions, and 29 closing their positions.

Holders
362
Holders Change
+15
Holders Change %
+4.32%
% of All Funds
7.87%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.39%
New
49
Increased
152
Reduced
101
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$44.8M
2
Ameriprise
2
Ameriprise
Minnesota
$108M
3
LPL Financial
3
LPL Financial
California
$52.7M
4
UBS Group
4
UBS Group
Switzerland
$62M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$141M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$37.6M
2
Jane Street
2
Jane Street
New York
$0
3
TYCC
3
Texas Yale Capital Corp
Florida
$8.39M
4
Prudential Financial
4
Prudential Financial
New Jersey
$18M
5
AP
5
Advisors Preferred
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
76
Centric Wealth Management
Illinois
$1.98M 135,421 -6,681 -5%
BFC
77
Blue Fin Capital
Rhode Island
$1.95M 133,382 +2,070 +2%
HSA
78
HBK Sorce Advisory
Pennsylvania
$1.94M 132,283 -848 -0.6%
IP
79
Intellectus Partners
California
$1.93M 132,169 +82 +0.1%
GWCM
80
Godshalk Welsh Capital Management
Pennsylvania
$1.93M 132,158 – –
OIA
81
Optimum Investment Advisors
Illinois
$1.89M 129,179 -241 -0.2%
LP
82
LGL Partners
Pennsylvania
$1.78M 121,479 -33,054 -21%
TWM
83
Torch Wealth Management
Ohio
$1.76M 119,957 +20 +0%
IWA
84
IBEX Wealth Advisors
New Jersey
$1.74M 119,021 -10,367 -8%
SWP
85
Stratos Wealth Partners
Ohio
$1.68M 114,935 -1,139 -1%
Lido Advisors
86
Lido Advisors
California
$1.67M 114,172 -1,354 -1%
William Blair & Company
87
William Blair & Company
Illinois
$1.67M 113,964 +19,010 +20%
NEAM
88
New England Asset Management
Connecticut
$1.66M 113,720 – –
MCM
89
MV Capital Management
Maryland
$1.62M 110,707 -4,358 -4%
SFA
90
Sequoia Financial Advisors
Ohio
$1.61M 109,848 -8,975 -8%
SDAM
91
Shulman DeMeo Asset Management
New York
$1.58M 108,076 -93 -0.1%
LC
92
Landaas & Company
Wisconsin
$1.56M 106,730 +95 +0.1%
SPC
93
Sigma Planning Corp
Michigan
$1.52M 104,079 -28,179 -21%
NA
94
NewEdge Advisors
Louisiana
$1.46M 99,692 -119 -0.1%
SI
95
Stephens Inc
Arkansas
$1.42M 97,219 +47,357 +95%
WA
96
Wambolt & Associates
Colorado
$1.38M 94,461 +2,132 +2%
FAAS
97
First Allied Advisory Services
California
$1.37M 93,640 +81,536 +674%
SCA
98
Stokes Capital Advisors
South Carolina
$1.31M 89,750 +7,018 +8%
PRS
99
Pinkerton Retirement Specialists
Idaho
$1.29M 88,177 +88,177 New
CFB
100
Cullen/Frost Bankers
Texas
$1.29M 88,082 -13,727 -13%
2 3
4
5 6