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Invesco Preferred ETF
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Overview Fund Activity

203 hedge funds and large institutions have $1.64B invested in Invesco Preferred ETF in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 97 increasing their positions, 34 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+7
Holders Change %
+3.57%
% of All Funds
5.42%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
36
Increased
97
Reduced
34
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$136M
2
Bank of America
2
Bank of America
North Carolina
$341M
3
PFG
3
Piershale Financial Group
Illinois
$28.9M
4
Wells Fargo
4
Wells Fargo
California
$300M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$80.1M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$32.5M
2
MSWM
2
Mader & Shannon Wealth Management
Missouri
$0
3
Prudential Financial
3
Prudential Financial
New Jersey
$17.4M
4
CS
4
Credit Suisse
Switzerland
$0
5
SPL
5
Smart Portfolios LLC
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
126
Northern Trust
Illinois
$330K +$330K +22,096 New
NFG
127
Next Financial Group
Texas
$317K +$72.6K +4,880 +30%
WS
128
Wedbush Securities
California
$313K -$5.13K -343 -2%
AWMS
129
Advocacy Wealth Management Services
Georgia
$313K +$204K +13,695 +188%
IIC
130
Integrated Investment Consultants
Michigan
$307K – – –
PO
131
Private Ocean
California
$306K – – –
BAS
132
Brown Advisory Securities
Maryland
$302K +$7.9K +532 +3%
HighTower Advisors
133
HighTower Advisors
Illinois
$301K +$3.32K +222 +1%
Cetera Investment Advisers
134
Cetera Investment Advisers
Illinois
$299K +$299K +20,060 New
BC
135
Burney Company
Virginia
$298K +$39.6K +2,650 +15%
KWMG
136
King Wealth Management Group
Florida
$267K – – –
CAM
137
Concorde Asset Management
Michigan
$264K +$264K +18,089 New
YP
138
Yellowstone Partners
Idaho
$255K +$71.8K +4,813 +39%
ACM
139
Avalon Capital Management
California
$255K +$255K +17,114 New
EAM
140
Evanson Asset Management
California
$246K +$246K +16,455 New
TCM
141
Traynor Capital Management
Pennsylvania
$239K -$28.1K -1,890 -11%
CIM
142
Cetera Investment Management
California
$231K – – –
BF
143
BOK Financial
Oklahoma
$225K +$36.4K +2,436 +19%
BW
144
Bison Wealth
Georgia
$216K +$15 +1 +0%
NEAM
145
New England Asset Management
Connecticut
$205K – – –
US Bancorp
146
US Bancorp
Minnesota
$202K +$5.66K +380 +3%
FHC
147
First Heartland Consultants
Missouri
$200K +$200K +13,427 New
ACM
148
Argentus Capital Management
Texas
$198K +$198K +13,270 New
DAS
149
Dynamic Advisor Solutions
Arizona
$193K -$6.01K -403 -3%
IF
150
Ironwood Financial
Arizona
$188K +$188K +12,590 New
4 5
6
7 8