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Invesco Preferred ETF
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Overview Fund Activity

232 hedge funds and large institutions have $1.59B invested in Invesco Preferred ETF in 2016 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 73 increasing their positions, 86 reducing their positions, and 36 closing their positions.

Holders
232
Holders Change
+5
Holders Change %
+2.2%
% of All Funds
5.81%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.33%
New
45
Increased
73
Reduced
86
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HNB
1
Huntington National Bank
Ohio
$33.5M
2
FAAS
2
First Allied Advisory Services
California
$16.2M
3
Ameriprise
3
Ameriprise
Minnesota
$64.5M
4
AAP
4
Arax Advisory Partners
Colorado
$8.21M
5
FWM
5
FFT Wealth Management
Pennsylvania
$5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$314M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$93M
3
Morgan Stanley
3
Morgan Stanley
New York
$137M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.33M
5
Prudential Financial
5
Prudential Financial
New Jersey
$5.11M
Name Market Value Shares Shares
Change 		Shares
Change %
NFG
101
Next Financial Group
Texas
$756K 53,161 +3,930 +8%
TCM
102
Towercrest Capital Management
Pennsylvania
$721K 50,661 +50,661 New
Fifth Third Bancorp
103
Fifth Third Bancorp
Ohio
$709K 49,800 -20,348 -29%
CAN
104
Cetera Advisor Networks
California
$701K 49,354 -22,080 -31%
SAM
105
SignalPoint Asset Management
Missouri
$700K 49,208 +32 +0.1%
KFS
106
Kissinger Financial Services
Maryland
$671K 47,161 +2,311 +5%
IWM
107
Integrated Wealth Management
California
$663K 46,559 +7,180 +18%
IH
108
IFC Holdings
Florida
$652K 45,764 +5,446 +14%
NPC
109
National Planning Corporation
California
$649K 44,419 -1,007 -2%
SSWM
110
Sheets Smith Wealth Management
North Carolina
$616K 43,300 – –
CIA
111
Capital Investment Advisors
Georgia
$613K 43,103 -12,256 -22%
PA
112
Pinnacle Associates
New York
$599K 42,084 -4,738 -10%
WPC
113
White Pine Capital
Minnesota
$593K 41,700 – –
FF
114
Friedenthal Financial
New Jersey
$592K 41,628 -35,949 -46%
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$549K 38,642 +38,642 New
SFG
116
StrategIQ Financial Group
Indiana
$526K 36,946 +10,628 +40%
Thrivent Financial for Lutherans
117
Thrivent Financial for Lutherans
Minnesota
$525K 36,892 – –
OC
118
Oppenheimer & Co
New York
$508K 35,701 -1,770 -5%
NEAM
119
New England Asset Management
Connecticut
$507K 35,650 +6,900 +24%
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$497K 34,967 -9,175 -21%
BRF
121
B. Riley Financial
California
$445K 31,244 +7,543 +32%
US Bancorp
122
US Bancorp
Minnesota
$444K 31,215 +17,174 +122%
QIM
123
Quest Investment Management
Oregon
$443K 31,105 – –
BAS
124
Brown Advisory Securities
Maryland
$440K 30,999 +569 +2%
IWM
125
IHT Wealth Management
Illinois
$440K 30,776 +30,776 New
3 4
5
6 7