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Invesco Preferred ETF
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Overview Fund Activity

358 hedge funds and large institutions have $2.27B invested in Invesco Preferred ETF in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 139 increasing their positions, 106 reducing their positions, and 42 closing their positions.

Holders
358
Holders Change
-4
Holders Change %
-1.1%
% of All Funds
7.86%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.4%
New
39
Increased
139
Reduced
106
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$16.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$153M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$157M
4
UBS Group
4
UBS Group
Switzerland
$75.1M
5
Bank of America
5
Bank of America
North Carolina
$634M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$4.78M
2
HNB
2
Huntington National Bank
Ohio
$38.8M
3
TYCC
3
Texas Yale Capital Corp
Florida
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$5.04M
5
Prudential Financial
5
Prudential Financial
New Jersey
$12.4M
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
101
MV Capital Management
Maryland
$1.66M 110,587 -120 -0.1%
SCA
102
Stokes Capital Advisors
South Carolina
$1.65M 110,112 +20,362 +23%
NA
103
NewEdge Advisors
Louisiana
$1.63M 108,491 +8,799 +9%
LC
104
Landaas & Company
Wisconsin
$1.6M 106,730 – –
CAN
105
Cetera Advisor Networks
California
$1.52M 101,100 +59,979 +146%
PA
106
Parkside Advisors
California
$1.5M 99,812 +82,795 +487%
WS
107
Wela Strategies
Georgia
$1.46M 96,901 +57,058 +143%
WA
108
Wambolt & Associates
Colorado
$1.42M 94,795 +334 +0.4%
IA
109
IndexIQ Advisors
New York
$1.42M 94,315 +86,840 +1,162%
WP
110
WealthPLAN Partners
Nebraska
$1.4M 93,764 +24,518 +35%
CFB
111
Cullen/Frost Bankers
Texas
$1.3M 86,216 -1,866 -2%
OIA
112
OneDigital Investment Advisors
Kansas
$1.29M 85,534 +85,534 New
GCA
113
Greenwood Capital Associates
South Carolina
$1.25M 82,935 +6,550 +9%
SPIA
114
Steward Partners Investment Advisory
New York
$1.25M 82,946 -3,917 -5%
KLCM
115
KG&L Capital Management
Louisiana
$1.24M 82,442 +12,483 +18%
GAM
116
Gould Asset Management
California
$1.17M 77,926 -270 -0.3%
CA
117
Cetera Advisors
Colorado
$1.13M 75,154 +10,239 +16%
M&T Bank
118
M&T Bank
New York
$1.13M 75,144 +37,092 +97%
BIG
119
Boothe Investment Group
Delaware
$1.13M 74,992 +2,308 +3%
QA
120
Quantitative Advantage
Minnesota
$1.1M 73,173 -7,629 -9%
TSS
121
Two Sigma Securities
New York
$1.08M 71,787 +71,787 New
CCM
122
Crabel Capital Management
California
$1.07M 71,100 +16,800 +31%
SSWM
123
Sheets Smith Wealth Management
North Carolina
$1.06M 70,309 +2,890 +4%
AF
124
Advisornet Financial
Minnesota
$1.04M 69,059 +11,597 +20%
RT
125
Rockland Trust
Massachusetts
$1.02M 68,199 +8,258 +14%
3 4
5
6 7