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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
CRWM
151
Castle Rock Wealth Management
California
$759K +$174K +11,621 +30%
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$755K +$52.9K +3,518 +8%
Creative Planning
153
Creative Planning
Kansas
$749K -$128K -8,515 -15%
OA
154
Oxbow Advisors
Texas
$747K -$2.51K -167 -0.3%
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$732K +$104K +6,948 +17%
MCM
156
McMillion Capital Management
North Carolina
$729K – – –
WAP
157
Wealthcare Advisory Partners
Pennsylvania
$725K +$3.17K +211 +0.4%
CA
158
Calton & Associates
Florida
$714K +$714K +47,504 New
WPC
159
White Pine Capital
Minnesota
$713K -$3K -200 -0.4%
SS
160
Simplicity Solutions
Minnesota
$712K +$135K +9,009 +23%
WWM
161
Western Wealth Management
Colorado
$704K +$68.7K +4,527 +11%
SWMG
162
Sanchez Wealth Management Group
Florida
$689K +$4.34K +289 +0.6%
Bank of New York Mellon
163
Bank of New York Mellon
New York
$680K +$161K +10,698 +31%
RIA
164
Regal Investment Advisors
Michigan
$676K -$30.7K -2,040 -4%
MAM
165
Marquette Asset Management
Minnesota
$663K +$103K +6,890 +18%
SIS
166
Sound Income Strategies
Florida
$662K +$13.6K +906 +2%
BAAM
167
Baker Avenue Asset Management
California
$611K +$203K +13,500 +50%
WSTAM
168
Wilbanks Smith & Thomas Asset Management
Virginia
$608K -$142K -9,454 -19%
CK
169
Cohen Klingenstein
New York
$601K – – –
PA
170
Pinnacle Associates
New York
$594K -$7.44K -495 -1%
RJT
171
Raymond James Trust
Florida
$586K -$30.6K -2,035 -5%
MFS
172
Madrona Financial Services
Washington
$586K – – –
MF
173
Madrona Funds
Washington
$586K +$586K +38,992 New
AAP
174
Arax Advisory Partners
Colorado
$575K -$40.2K -2,680 -7%
SXL
175
Summit X LLC
Missouri
$575K +$60.5K +4,045 +12%
5 6
7
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