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Invesco Preferred ETF
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Overview Fund Activity

358 hedge funds and large institutions have $2.27B invested in Invesco Preferred ETF in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 139 increasing their positions, 106 reducing their positions, and 42 closing their positions.

Holders
358
Holders Change
-4
Holders Change %
-1.1%
% of All Funds
7.86%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.4%
New
39
Increased
139
Reduced
106
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$16.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$153M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$157M
4
UBS Group
4
UBS Group
Switzerland
$75.1M
5
Bank of America
5
Bank of America
North Carolina
$634M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$4.78M
2
HNB
2
Huntington National Bank
Ohio
$38.8M
3
TYCC
3
Texas Yale Capital Corp
Florida
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$5.04M
5
Prudential Financial
5
Prudential Financial
New Jersey
$12.4M
Name Market Value Shares Shares
Change 		Shares
Change %
CT
76
Coastline Trust
Rhode Island
$2.41M 160,210 +24,380 +18%
HI
77
Horizon Investments
North Carolina
$2.4M 159,908 +159,908 New
FDCDDQ
78
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.31M 153,598 +15,415 +11%
Manulife (Manufacturers Life Insurance)
79
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.27M 151,989 +151,989 New
FHC
80
First Heartland Consultants
Missouri
$2.27M 151,098 -39,012 -21%
HSA
81
HBK Sorce Advisory
Pennsylvania
$2.26M 150,640 +18,357 +14%
TPA
82
Trivium Point Advisory
Connecticut
$2.26M 150,630 +2,445 +2%
ACM
83
AlphaStar Capital Management
North Carolina
$2.05M 136,476 -26 -0%
William Blair & Company
84
William Blair & Company
Illinois
$2.02M 134,514 +20,550 +18%
CWM
85
Centric Wealth Management
Illinois
$1.99M 132,959 -2,462 -2%
IP
86
Intellectus Partners
California
$1.99M 132,168 -1 -0%
GWCM
87
Godshalk Welsh Capital Management
Pennsylvania
$1.98M 131,658 -500 -0.4%
SDAM
88
Shulman DeMeo Asset Management
New York
$1.9M 126,448 +18,372 +17%
OIA
89
Optimum Investment Advisors
Illinois
$1.89M 126,068 -3,111 -2%
BFC
90
Blue Fin Capital
Rhode Island
$1.85M 123,176 -10,206 -8%
GC
91
Guggenheim Capital
Illinois
$1.82M 121,437 -85,339 -41%
SPC
92
Sigma Planning Corp
Michigan
$1.8M 119,764 +15,685 +15%
Lido Advisors
93
Lido Advisors
California
$1.8M 119,540 +5,368 +5%
TWM
94
Torch Wealth Management
Ohio
$1.78M 118,281 -1,676 -1%
Baird Financial Group
95
Baird Financial Group
Wisconsin
$1.76M 117,439 +31,453 +37%
IWA
96
IBEX Wealth Advisors
New Jersey
$1.73M 115,063 -3,958 -3%
SWP
97
Stratos Wealth Partners
Ohio
$1.71M 113,847 -1,088 -0.9%
NEAM
98
New England Asset Management
Connecticut
$1.71M 113,720 – –
APA
99
American Portfolios Advisors
New York
$1.68M 111,889 -31,140 -22%
LP
100
LGL Partners
Pennsylvania
$1.67M 110,820 -10,659 -9%
2 3
4
5 6