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Invesco Preferred ETF
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Overview Fund Activity

362 hedge funds and large institutions have $2.19B invested in Invesco Preferred ETF in 2019 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 152 increasing their positions, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+15
Holders Change %
+4.32%
% of All Funds
7.87%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.39%
New
49
Increased
152
Reduced
101
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$44.8M
2
Ameriprise
2
Ameriprise
Minnesota
$108M
3
LPL Financial
3
LPL Financial
California
$52.7M
4
UBS Group
4
UBS Group
Switzerland
$62M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$141M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$37.6M
2
Jane Street
2
Jane Street
New York
$0
3
TYCC
3
Texas Yale Capital Corp
Florida
$8.39M
4
Prudential Financial
4
Prudential Financial
New Jersey
$18M
5
AP
5
Advisors Preferred
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
151
SignalPoint Asset Management
Missouri
$640K +$6.16K +421 +1%
SIS
152
Sound Income Strategies
Florida
$631K +$373K +25,534 +145%
PP
153
Paloma Partners
Connecticut
$631K +$631K +43,099 New
WWM
154
Western Wealth Management
Colorado
$614K +$107K +7,296 +21%
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$611K +$64.1K +4,384 +12%
RJT
156
Raymond James Trust
Florida
$601K +$5.33K +364 +0.9%
AAP
157
Arax Advisory Partners
Colorado
$600K +$600K +40,978 New
CAN
158
Cetera Advisor Networks
California
$598K +$273K +18,786 +84%
PA
159
Pinnacle Associates
New York
$586K +$2.27K +155 +0.4%
CK
160
Cohen Klingenstein
New York
$585K – – –
WS
161
Wela Strategies
Georgia
$583K +$2.99K +204 +0.5%
MFS
162
Madrona Financial Services
Washington
$570K -$266K -18,180 -32%
CRWM
163
Castle Rock Wealth Management
California
$570K +$134K +9,236 +31%
SS
164
Simplicity Solutions
Minnesota
$562K -$469K -32,003 -45%
M&T Bank
165
M&T Bank
New York
$557K +$159K +10,866 +40%
MAM
166
Marquette Asset Management
Minnesota
$545K +$55.3K +3,786 +11%
WP
167
WealthShield Partners
North Carolina
$540K +$504K +34,500 +1,416%
RCAG
168
Rehmann Capital Advisory Group
Michigan
$540K +$70.2K +4,800 +15%
WCWM
169
Wooster Corthell Wealth Management
Connecticut
$539K – – –
Northern Trust
170
Northern Trust
Illinois
$513K +$513K +35,095 New
Bank of New York Mellon
171
Bank of New York Mellon
New York
$506K -$330K -22,546 -39%
SXL
172
Summit X LLC
Missouri
$500K +$71.1K +4,895 +17%
TCPWM
173
Traverso Chambers Private Wealth Management
California
$497K – – –
CTC
174
Central Trust Company
Missouri
$497K +$39.8K +2,696 +9%
PFA
175
Pinnacle Family Advisors
Missouri
$493K -$232K -15,846 -32%
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