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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.

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 Market Value Shares Shares
Change 		Shares
Change %
PWMAG
151
Pinnacle Wealth Management Advisory Group
New Jersey
$186K 12,495 +2,340 +23%
ASN
152
Advisory Services Network
Georgia
$184K 12,300 -215 -2%
RJT
153
Raymond James Trust
Florida
$180K 12,075 +12,075 New
MCWS
154
McKinley Carter Wealth Services
West Virginia
$179K 12,007 +35 +0.3%
RCAG
155
Rehmann Capital Advisory Group
Michigan
$177K 11,834 +11,834 New
DDPIC
156
Deroy & Devereaux Private Investment Counsel
Michigan
$173K 11,600 – –
ACS
157
Archford Capital Strategies
Illinois
$170K 11,393 -8 -0.1%
GI
158
Gradient Investments
Minnesota
$168K 11,234 +5,669 +102%
RG
159
Rathbones Group
United Kingdom
$164K 11,000 – –
ST
160
Smithfield Trust
Pennsylvania
$153K 10,271 – –
EMA
161
Efficient Market Advisors
California
$151K 10,142 +240 +2%
NPIT
162
National Penn Investors Trust
Pennsylvania
$149K 10,000 – –
KA
163
Klingman & Associates
New York
$138K 9,245 +48 +0.5%
CFN
164
Cordasco Financial Network
Florida
$131K 8,800 -3,400 -28%
GBT
165
Grove Bank & Trust
Florida
$130K 8,725 – –
WT
166
Whittier Trust
California
$106K 7,137 – –
SBL
167
Sargent Bickham Lagudis
Colorado
$99K 6,667 +6,667 New
HWP
168
Hefty Wealth Partners
Indiana
$84K 5,646 +81 +1%
AC
169
Alexandria Capital
Virginia
$77K 5,150 – –
AA
170
Apriem Advisors
California
$76K 5,071 +2,001 +65%
BWP
171
Baldwin Wealth Partners
Massachusetts
$69K 4,650 +4,650 New
CK
172
Carnick & Kubik
Colorado
$69K 4,650 +4,650 New
WA
173
WFG Advisors
Texas
$66K 4,421 +500 +13%
SA
174
SRH Advisors
Kansas
$52K 3,500 – –
KF
175
Krilogy Financial
Missouri
$47K 3,129 +28 +0.9%
5 6
7
8 9