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Invesco Preferred ETF
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Overview Fund Activity

362 hedge funds and large institutions have $2.19B invested in Invesco Preferred ETF in 2019 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 152 increasing their positions, 101 reducing their positions, and 29 closing their positions.

Holders
362
Holders Change
+15
Holders Change %
+4.32%
% of All Funds
7.87%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.39%
New
49
Increased
152
Reduced
101
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$44.8M
2
Ameriprise
2
Ameriprise
Minnesota
$108M
3
LPL Financial
3
LPL Financial
California
$52.7M
4
UBS Group
4
UBS Group
Switzerland
$62M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$141M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$37.6M
2
Jane Street
2
Jane Street
New York
$0
3
TYCC
3
Texas Yale Capital Corp
Florida
$8.39M
4
Prudential Financial
4
Prudential Financial
New Jersey
$18M
5
AP
5
Advisors Preferred
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
101
Steward Partners Investment Advisory
New York
$1.27M 86,863 +8,749 +11%
Baird Financial Group
102
Baird Financial Group
Wisconsin
$1.26M 85,986 -128 -0.1%
QA
103
Quantitative Advantage
Minnesota
$1.18M 80,802 -6,044 -7%
Renaissance Technologies
104
Renaissance Technologies
New York
$1.17M 79,700 -187,045 -70%
IBOK
105
Independence Bank of Kentucky
Kentucky
$1.14M 78,185 -2,125 -3%
GAM
106
Gould Asset Management
California
$1.14M 78,196 +2,005 +3%
GCA
107
Greenwood Capital Associates
South Carolina
$1.12M 76,385 +80 +0.1%
BIG
108
Boothe Investment Group
Delaware
$1.06M 72,684 +892 +1%
WP
109
WealthPLAN Partners
Nebraska
$1.03M 69,246 +7,967 +13%
KLCM
110
KG&L Capital Management
Louisiana
$1.02M 69,959 -615 -0.9%
PFG
111
Piershale Financial Group
Illinois
$1M 68,370 +68,370 New
SSWM
112
Sheets Smith Wealth Management
North Carolina
$986K 67,419 +4,488 +7%
PIMG
113
Patriot Investment Management Group
Tennessee
$966K 66,084 +13,579 +26%
Koshinski Asset Management
114
Koshinski Asset Management
Illinois
$965K 65,969 -16,469 -20%
CA
115
Cetera Advisors
Colorado
$955K 64,915 +20,196 +45%
DADC
116
D.A. Davidson & Co
Montana
$937K 64,050 -106 -0.2%
FFN
117
Focus Financial Network
Minnesota
$933K 63,739 +694 +1%
RFN
118
RDA Financial Network
Iowa
$923K 62,820 -3,000 -5%
KA
119
Kovack Advisors
Florida
$922K 62,991 +62,991 New
SBWM
120
Sunflower Bank Wealth Management
Arizona
$921K 62,930 -410 -0.6%
GCA
121
Genesee Capital Advisors
New York
$920K 62,951 – –
GWM
122
Greenwich Wealth Management
Connecticut
$896K 61,211 -481 -0.8%
SC
123
Slow Capital
California
$885K 60,498 +60,498 New
RT
124
Rockland Trust
Massachusetts
$877K 59,941 +9,279 +18%
CCB
125
Cutter & Co Brokerage
Missouri
$863K 58,999 -271 -0.5%
3 4
5
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