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Invesco Preferred ETF
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Overview Fund Activity

327 hedge funds and large institutions have $2.3B invested in Invesco Preferred ETF in 2017 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 130 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+66
Holders Change %
+25.29%
% of All Funds
7.43%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.48%
New
87
Increased
130
Reduced
63
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$627M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$127M
3
Ameriprise
3
Ameriprise
Minnesota
$108M
4
LPL Financial
4
LPL Financial
California
$56.7M
5
SBWM
5
Sunflower Bank Wealth Management
Arizona
$5.53M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$36.2M
2
Prudential Financial
2
Prudential Financial
New Jersey
$4.47M
3
PFG
3
Piershale Financial Group
Illinois
$0
4
AWMG
4
Alliance Wealth Management Group
New Jersey
$0
5
Invesco
5
Invesco
Georgia
$34.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
101
William Blair & Company
Illinois
$1.71M +$183K +12,342 +12%
SHA
102
Seneca House Advisors
Virginia
$1.71M +$1.71M +114,799 New
LC
103
Landaas & Company
Wisconsin
$1.67M -$75.7K -5,098 -4%
LFAS
104
Level Four Advisory Services
Texas
$1.65M -$56.9K -3,832 -3%
OIA
105
Optimum Investment Advisors
Illinois
$1.6M +$579 +39 +0%
SAM
106
Silphium Asset Management
United Kingdom
$1.57M +$1.57M +105,793 New
LP
107
LGL Partners
Pennsylvania
$1.57M +$262K +17,656 +20%
PWPCM
108
Perella Weinberg Partners Capital Management
New York
$1.49M – – –
RWM
109
Ritholtz Wealth Management
New York
$1.45M +$1.45M +97,853 New
NEAM
110
New England Asset Management
Connecticut
$1.43M +$531K +35,700 +59%
MA
111
Mutual Advisors
Nebraska
$1.41M +$1.41M +95,066 New
SPC
112
Sigma Planning Corp
Michigan
$1.41M -$67.4K -4,534 -5%
WS
113
Wela Strategies
Georgia
$1.36M +$21.6K +1,452 +2%
AW
114
ACG Wealth
Georgia
$1.35M +$1.35M +90,909 New
BCI
115
Brinker Capital Investments
Pennsylvania
$1.32M -$89 -6 -0%
CA
116
Cetera Advisors
Colorado
$1.3M +$70.8K +4,770 +6%
APA
117
American Portfolios Advisors
New York
$1.28M +$1.28M +85,988 New
UCFA
118
United Capital Financial Advisors
Texas
$1.23M +$27.3K +1,839 +2%
CCB
119
Cutter & Co Brokerage
Missouri
$1.08M -$55K -3,705 -5%
Mirae Asset Global Investments
120
Mirae Asset Global Investments
South Korea
$1.06M +$296K +19,919 +39%
US Bancorp
121
US Bancorp
Minnesota
$1.05M +$182K +12,251 +21%
GAM
122
Gould Asset Management
California
$1.04M -$9.43K -634 -0.9%
DADC
123
D.A. Davidson & Co
Montana
$1.03M +$58K +3,902 +6%
I
124
INVST
Indiana
$1.03M +$75.2K +5,059 +8%
CTC
125
Central Trust Company
Missouri
$1.03M +$147K +9,910 +17%
3 4
5
6 7