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Invesco Preferred ETF
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Overview Fund Activity

314 hedge funds and large institutions have $2.33B invested in Invesco Preferred ETF in 2018 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 105 increasing their positions, 115 reducing their positions, and 45 closing their positions.

Holders
314
Holders Change
-6
Holders Change %
-1.88%
% of All Funds
7.2%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.32%
New
44
Increased
105
Reduced
115
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$142M
2
UBS Group
2
UBS Group
Switzerland
$44.8M
3
CWM
3
Cornerstone Wealth Management
Missouri
$7.74M
4
Goldman Sachs
4
Goldman Sachs
New York
$14.8M
5
AG
5
Appleton Group
Wisconsin
$5.48M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$34M
2
FAAS
2
First Allied Advisory Services
California
$536K
3
CM
3
Columbus Macro
Pennsylvania
$0
4
LPL Financial
4
LPL Financial
California
$55.6M
5
Wells Fargo
5
Wells Fargo
California
$393M
Name Market Value Shares Shares
Change 		Shares
Change %
QIM
151
Quest Investment Management
Oregon
$453K 31,105 – –
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$439K 30,138 -5,524 -15%
Barclays
153
Barclays
United Kingdom
$437K 30,000 – –
AFC
154
AFT Forsyth & Company
Florida
$428K 29,425 – –
RIA
155
Regal Investment Advisors
Michigan
$408K 27,988 -2,453 -8%
DAS
156
Dynamic Advisor Solutions
Arizona
$403K 27,726 +2,110 +8%
MAP
157
Milestone Advisory Partners
North Carolina
$402K 27,590 – –
PFA
158
Pathway Financial Advisors
Vermont
$398K 27,345 – –
MWM
159
Meridian Wealth Management
Kentucky
$396K 27,221 +1,587 +6%
RCAG
160
Rehmann Capital Advisory Group
Michigan
$391K 26,884 +2,040 +8%
PIA
161
Pinion Investment Advisors
Kansas
$381K 26,146 -700 -3%
KWMG
162
King Wealth Management Group
Florida
$373K 25,606 -1,000 -4%
DP
163
Dearborn Partners
Illinois
$371K 25,500 – –
GWM
164
Geneos Wealth Management
Colorado
$369K 25,371 +25,371 New
Bank of New York Mellon
165
Bank of New York Mellon
New York
$367K 25,186 +25,186 New
KSA
166
Ken Stern & Associates
California
$366K 25,151 +769 +3%
VAS
167
Valicenti Advisory Services
New York
$362K 24,850 +3,650 +17%
WWM
168
Wagner Wealth Management
South Carolina
$357K 24,548 -4,266 -15%
BFEC
169
Benjamin F. Edwards & Company
Missouri
$353K 24,271 +5,071 +26%
IA
170
IFG Advisory
Georgia
$350K 24,105 +202 +0.8%
PAS
171
Park Avenue Securities
New York
$341K 23,265 +975 +4%
KFA
172
Kays Financial Advisory
Georgia
$331K 22,761 +4,121 +22%
NPP
173
New Potomac Partners
Maryland
$329K 22,600 -170 -0.7%
BAS
174
Brown Advisory Securities
Maryland
$319K 21,904 -4,950 -18%
TD Asset Management
175
TD Asset Management
Ontario, Canada
$319K 21,333 – –
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7
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