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Invesco Preferred ETF
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Overview Fund Activity

261 hedge funds and large institutions have $2.2B invested in Invesco Preferred ETF in 2017 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 125 increasing their positions, 58 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
-8
Holders Change %
-2.97%
% of All Funds
6.52%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.45%
New
26
Increased
125
Reduced
58
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$605M
2
Wells Fargo
2
Wells Fargo
California
$422M
3
Ameriprise
3
Ameriprise
Minnesota
$100M
4
Morgan Stanley
4
Morgan Stanley
New York
$135M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$119M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$37.2M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$78.5M
3
VFA
3
Voya Financial Advisors
Connecticut
$5.75M
4
MSWM
4
Mader & Shannon Wealth Management
Missouri
$0
5
FWM
5
Frontier Wealth Management
Missouri
$2.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCB
101
Cutter & Co Brokerage
Missouri
$1.15M +$12.1K +805 +1%
GAM
102
Gould Asset Management
California
$1.06M +$71.4K +4,750 +7%
IA
103
IFP Advisors
Florida
$1.05M -$1.02M -67,697 -49%
JPMPWA
104
J.P. Morgan Private Wealth Advisors
California
$1.02M – – –
IH
105
IFC Holdings
Florida
$1M +$243K +16,153 +32%
DADC
106
D.A. Davidson & Co
Montana
$985K – – –
HFM
107
Hartford Financial Management
Connecticut
$970K +$132K +8,788 +16%
I
108
INVST
Indiana
$966K +$485K +32,256 +101%
ICOA
109
Investment Centers of America
North Dakota
$956K -$54.2K -3,606 -5%
Manulife (Manufacturers Life Insurance)
110
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$914K +$180K +11,982 +25%
NEAM
111
New England Asset Management
Connecticut
$910K +$275K +18,250 +43%
Koshinski Asset Management
112
Koshinski Asset Management
Illinois
$894K -$12.5K -834 -1%
LS
113
Lattice Strategies
Pennsylvania
$890K -$82.9K -5,515 -9%
CTC
114
Central Trust Company
Missouri
$888K +$808K +53,765 +1,013%
US Bancorp
115
US Bancorp
Minnesota
$877K +$240K +15,949 +38%
WMG
116
WESCAP Management Group
California
$850K -$217K -14,441 -20%
Citigroup
117
Citigroup
New York
$847K -$26.6K -1,771 -3%
PWM
118
Perigon Wealth Management
California
$830K +$251K +16,712 +43%
SPIA
119
Steward Partners Investment Advisory
New York
$815K +$24K +1,599 +3%
HIC
120
Holderness Investments Company
North Carolina
$813K +$37.2K +2,475 +5%
Mirae Asset Global Investments
121
Mirae Asset Global Investments
South Korea
$772K +$52.8K +3,517 +7%
NPC
122
National Planning Corporation
California
$763K +$303K +20,174 +66%
BRF
123
B. Riley Financial
California
$758K +$149K +9,898 +24%
GI
124
GS Investments
Minnesota
$748K +$29.3K +1,950 +4%
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$740K +$2.27K +151 +0.3%
3 4
5
6 7