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Invesco Preferred ETF
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Overview Fund Activity

136 hedge funds and large institutions have $712M invested in Invesco Preferred ETF in 2013 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 31 increasing their positions, 61 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+7
Holders Change %
+5.43%
% of All Funds
3.95%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
29
Increased
31
Reduced
61
Closed
20
Calls
$923K
Puts
–
Net Calls
+$923K
Net Calls Change
+$923K

Top Buyers

1
Invesco
1
Invesco
Georgia
$63.3M
2
DFG
2
Delphi Financial Group
Delaware
$4.97M
3
KIA
3
KCM Investment Advisors
California
$3.38M
4
GC
4
Guggenheim Capital
Illinois
$7.69M
5
Citigroup
5
Citigroup
New York
$1.7M

Top Sellers

1
CC
1
Curian Capital
Colorado
$73.5M
2
HNB
2
Huntington National Bank
Ohio
$34M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$90.8M
4
Bank of America
4
Bank of America
North Carolina
$108M
5
FAAM
5
First Allied Asset Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
101
Nelson Capital Management
California
$181K – – –
CNB
102
City National Bank
California
$181K – – –
SI
103
Stephens Inc
Arkansas
$173K -$203K -15,074 -54%
WT
104
Whittier Trust
California
$170K +$170K +12,656 New
FT
105
Fiduciary Trust
Massachusetts
$161K -$286K -21,342 -64%
BC
106
Barnett & Company
Tennessee
$137K -$7.87K -585 -5%
NPIT
107
National Penn Investors Trust
Pennsylvania
$134K +$134K +10,000 New
MA
108
MCF Advisors
Kentucky
$124K +$54.3K +3,809 +78%
WA
109
WFG Advisors
Texas
$107K -$66.3K -4,930 -38%
AC
110
Alexandria Capital
Virginia
$95K – – –
EMA
111
Efficient Market Advisors
California
$89K +$66.5K +4,927 +296%
CEMP
112
Compass Efficient Model Portfolios
Tennessee
$72K +$470 +35 +0.7%
SNT
113
Security National Trust
West Virginia
$66K – – –
PSI
114
Pinnacle Summer Investments
Virginia
$61K +$49.1K +3,680 +412%
CFA
115
Carroll Financial Associates
North Carolina
$60K -$138K -10,325 -70%
Barclays
116
Barclays
United Kingdom
$57K +$19.7K +1,500 +53%
KT
117
Kanaly Trust
Texas
$49K +$49K +3,650 New
SA
118
SRH Advisors
Kansas
$47K +$47K +3,500 New
MBT
119
Monroe Bank & Trust
Michigan
$42K +$42K +3,125 New
KPCM
120
Kings Point Capital Management
New York
$40K – – –
EWM
121
Evercore Wealth Management
New York
$40K +$40K +3,000 New
AA
122
Apriem Advisors
California
$38K +$479 +36 +1%
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$33K -$11.6K -850 -26%
HRC
124
Hoertkorn Richard Charles
$30K +$30K +2,200 New
SSB
125
Sandy Spring Bank
Maryland
$27K – – –
3 4
5
6 7