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Invesco Preferred ETF
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Overview Fund Activity

138 hedge funds and large institutions have $922M invested in Invesco Preferred ETF in 2013 Q2 according to their latest regulatory filings, with 138 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
138
Holders Change
+138
Holders Change %
–
% of All Funds
4.51%
Holding in Top 10
7
Holding in Top 10 Change
+7
Holding in Top 10 Change %
%
% of All Funds
0.23%
New
138
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
101
SII Investments
Wisconsin
$219K +$219K +15,250 New
IH
102
IFC Holdings
Florida
$218K +$218K +15,302 New
KWMG
103
King Wealth Management Group
Florida
$215K +$215K +15,100 New
NCM
104
Nelson Capital Management
California
$193K +$193K +13,500 New
CNB
105
City National Bank
California
$193K +$193K +13,500 New
CB
106
Commerce Bank
Missouri
$180K +$180K +12,095 New
BWAM
107
Boyd Watterson Asset Management
Ohio
$177K +$177K +12,388 New
CFA
108
Carroll Financial Associates
North Carolina
$164K +$164K +11,525 New
1SB
109
1ST Source Bank
Indiana
$143K +$143K +10,000 New
AC
110
Alexandria Capital
Virginia
$110K +$110K +7,675 New
MA
111
MUFG Americas
New York
$107K +$107K +7,500 New
BIT
112
BlackRock Institutional Trust
California
$99K +$99K +6,936 New
CEMP
113
Compass Efficient Model Portfolios
Tennessee
$87K +$87K +6,090 New
IFWM
114
Institute for Wealth Management
Colorado
$77K +$77K +5,415 New
SNT
115
Security National Trust
West Virginia
$71K +$71K +4,950 New
MA
116
MCF Advisors
Kentucky
$71K +$71K +4,987 New
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$57K +$57K +4,000 New
FHC
118
First Heartland Consultants
Missouri
$48K +$48K +3,339 New
ST
119
Smithfield Trust
Pennsylvania
$44K +$44K +3,100 New
KPCM
120
Kings Point Capital Management
New York
$43K +$43K +3,000 New
AA
121
Apriem Advisors
California
$42K +$42K +2,960 New
Barclays
122
Barclays
United Kingdom
$36K +$36K +2,500 New
SSB
123
Sandy Spring Bank
Maryland
$29K +$29K +2,000 New
RIA
124
Regal Investment Advisors
Michigan
$29K +$29K +2,017 New
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
$23K +$23K +1,600 New
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