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Invesco Preferred ETF
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Overview Fund Activity

166 hedge funds and large institutions have $886M invested in Invesco Preferred ETF in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 60 increasing their positions, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+13
Holders Change %
+8.5%
% of All Funds
4.43%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
28
Increased
60
Reduced
48
Closed
14
Calls
–
Puts
$437K
Net Calls
-$437K
Net Calls Change
+$37K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$22.4M
2
CNB
2
City National Bank
California
$18.5M
3
Wells Fargo
3
Wells Fargo
California
$176M
4
MAA
4
Managed Account Advisors
New Jersey
$31.5M
5
MSWM
5
Mader & Shannon Wealth Management
Missouri
$6.62M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$62.8M
2
HNB
2
Huntington National Bank
Ohio
$33M
3
BTS
3
BB&T Securities
Virginia
$3.57M
4
PFG
4
Piershale Financial Group
Illinois
$0
5
PWM
5
ParenteBeard Wealth Management
Pennsylvania
$103K
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
126
Millennium Management
New York
$179K +$179K +12,148 New
YP
127
Yellowstone Partners
Idaho
$178K +$178K +12,130 New
IH
128
IFC Holdings
Florida
$172K -$7.16K -495 -4%
EMA
129
Efficient Market Advisors
California
$158K +$40.6K +2,765 +35%
NPIT
130
National Penn Investors Trust
Pennsylvania
$147K – – –
KA
131
Klingman & Associates
New York
$132K +$132K +9,008 New
WT
132
Whittier Trust
California
$105K – – –
PWM
133
ParenteBeard Wealth Management
Pennsylvania
$103K -$7.42M -109,003 -99%
US Bancorp
134
US Bancorp
Minnesota
$93K – – –
ST
135
Smithfield Trust
Pennsylvania
$76K – – –
AC
136
Alexandria Capital
Virginia
$76K – – –
MA
137
MCF Advisors
Kentucky
$72K – – –
NEAM
138
New England Asset Management
Connecticut
$54K – – –
SA
139
SRH Advisors
Kansas
$51K – – –
Northwestern Mutual Wealth Management
140
Northwestern Mutual Wealth Management
Wisconsin
$46K -$24.1K -1,622 -34%
Barclays
141
Barclays
United Kingdom
$46K – – –
KPCM
142
Kings Point Capital Management
New York
$44K – – –
NSIM
143
North Star Investment Management
Illinois
$44K +$191 +13 +0.4%
GWA
144
Genesis Wealth Advisors
Massachusetts
$42.2K +$42.2K +2,843 New
ACS
145
Archford Capital Strategies
Illinois
$36K +$5.27K +356 +17%
PRS
146
Pinkerton Retirement Specialists
Idaho
$33K +$33K +401 New
SSB
147
Sandy Spring Bank
Maryland
$29K – – –
CHC
148
City Holding Co
West Virginia
$24K +$24K +1,650 New
WA
149
WFG Advisors
Texas
$21K – – –
SIG
150
Stanford Investment Group
California
$21K +$21K +1,450 New
4 5
6
7 8