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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 %
SB
126
Suntrust Banks
Georgia
$1.01M -$321K -21,582 -24%
JPMPWA
127
J.P. Morgan Private Wealth Advisors
California
$1M – – –
IH
128
IFC Holdings
Florida
$982K -$10.5K -707 -1%
NA
129
NewEdge Advisors
Louisiana
$980K +$980K +65,963 New
HFM
130
Hartford Financial Management
Connecticut
$976K +$17K +1,148 +2%
Citigroup
131
Citigroup
New York
$950K +$113K +7,584 +13%
WCM
132
Wallace Capital Management
Texas
$944K +$944K +63,500 New
Koshinski Asset Management
133
Koshinski Asset Management
Illinois
$936K +$52.2K +3,515 +6%
GCA
134
Greenwood Capital Associates
South Carolina
$929K -$2.79M -187,639 -75%
WP
135
WealthPLAN Partners
Nebraska
$915K +$204K +13,745 +29%
State of Tennessee, Department of Treasury
136
State of Tennessee, Department of Treasury
Tennessee
$899K +$899K +60,500 New
AIA
137
Allegis Investment Advisors
Idaho
$895K -$1.86M -125,114 -68%
LS
138
Lattice Strategies
Pennsylvania
$880K – – –
FIM
139
Freedom Investment Management
Connecticut
$819K +$228K +15,364 +39%
PWM
140
Perigon Wealth Management
California
$813K -$7.64K -514 -0.9%
HIC
141
Holderness Investments Company
North Carolina
$808K +$4.13K +278 +0.5%
SPIA
142
Steward Partners Investment Advisory
New York
$804K -$1.44K -97 -0.2%
BRF
143
B. Riley Financial
California
$784K +$34.6K +2,328 +5%
CWS
144
Cypress Wealth Services
California
$749K +$749K +50,395 New
GI
145
GS Investments
Minnesota
$738K -$1.64K -110 -0.2%
BCM
146
Breiter Capital Management
Florida
$738K +$738K +49,665 New
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$734K +$1.75K +118 +0.2%
IA
148
IFP Advisors
Florida
$725K -$312K -21,001 -30%
GFPC
149
Global Financial Private Capital
Florida
$715K +$392K +26,342 +121%
WMG
150
WESCAP Management Group
California
$712K -$128K -8,614 -15%
4 5
6
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