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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 %
PIMG
126
Patriot Investment Management Group
Tennessee
$992K 66,128 +44 +0.1%
PAS
127
Park Avenue Securities
New York
$992K 66,038 +11,811 +22%
GWM
128
Geneos Wealth Management
Colorado
$967K 64,700 +16,020 +33%
DADC
129
D.A. Davidson & Co
Montana
$961K 63,965 -85 -0.1%
GCA
130
Genesee Capital Advisors
New York
$958K 63,811 +860 +1%
GRP
131
Global Retirement Partners
California
$956K 63,671 +5,967 +10%
FFN
132
Focus Financial Network
Minnesota
$947K 63,039 -700 -1%
KA
133
Kovack Advisors
Florida
$939K 62,496 -495 -0.8%
RFN
134
RDA Financial Network
Iowa
$932K 62,870 +50 +0.1%
AWM
135
AE Wealth Management
Kansas
$926K 61,658 +14,507 +31%
GWAG
136
Garrett Wealth Advisory Group
Texas
$925K 61,603 +7,229 +13%
GWM
137
Greenwich Wealth Management
Connecticut
$918K 61,105 -106 -0.2%
CCB
138
Cutter & Co Brokerage
Missouri
$895K 59,563 +564 +1%
IBOK
139
Independence Bank of Kentucky
Kentucky
$880K 58,585 -19,600 -25%
SEI Investments
140
SEI Investments
Pennsylvania
$879K 58,757 +58,757 New
FMB
141
Field & Main Bank
Kentucky
$866K 57,675 +7,950 +16%
CTC
142
Central Trust Company
Missouri
$833K 55,484 +21,808 +65%
AIP
143
Almanack Investment Partners
Pennsylvania
$816K 54,317 +41,845 +336%
BRWM
144
B. Riley Wealth Management
Tennessee
$802K 53,419 -640 -1%
EFSCE
145
Enterprise Financial Services Corp (EFSC)
Missouri
$798K 53,128 – –
SFG
146
StrategIQ Financial Group
Indiana
$791K 52,644 +49 +0.1%
SI
147
Stephens Inc
Arkansas
$780K 51,955 -45,264 -47%
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$768K 51,107 – –
SS
149
Sunbelt Securities
Texas
$760K 50,596 +50,596 New
SWM
150
SeaCrest Wealth Management
New York
$759K 50,507 +1,632 +3%
4 5
6
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