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Invesco Preferred ETF
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Overview Fund Activity

261 hedge funds and large institutions have $2.2B invested in Invesco Preferred ETF in 2017 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 125 increasing their positions, 58 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
-8
Holders Change %
-2.97%
% of All Funds
6.52%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.45%
New
26
Increased
125
Reduced
58
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$605M
2
Wells Fargo
2
Wells Fargo
California
$422M
3
Ameriprise
3
Ameriprise
Minnesota
$100M
4
Morgan Stanley
4
Morgan Stanley
New York
$135M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$119M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$37.2M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$78.5M
3
VFA
3
Voya Financial Advisors
Connecticut
$5.75M
4
MSWM
4
Mader & Shannon Wealth Management
Missouri
$0
5
FWM
5
Frontier Wealth Management
Missouri
$2.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
PO
176
Private Ocean
California
$309K – – –
BFEC
177
Benjamin F. Edwards & Company
Missouri
$293K +$62.6K +4,168 +27%
WS
178
Wedbush Securities
California
$289K -$18.4K -1,225 -6%
BC
179
Burney Company
Virginia
$286K +$64.9K +4,310 +29%
PFS
180
Prospera Financial Services
Texas
$285K +$54.5K +3,627 +24%
EAM
181
Evanson Asset Management
California
$282K +$7.47K +497 +3%
PP
182
PagnatoKarp Partners
Virginia
$282K +$282K +18,750 New
CAG
183
Csenge Advisory Group
Florida
$282K +$282K +18,754 New
WA
184
WBH Advisory
Maryland
$256K +$3.56K +237 +1%
AWM
185
Arbor Wealth Management
Florida
$234K +$3.72K +250 +2%
FCH
186
Freestone Capital Holdings
Washington
$227K +$30.4K +2,017 +15%
GG
187
GenWealth Group
New Jersey
$226K – – –
GRP
188
Global Retirement Partners
California
$225K +$55.7K +3,697 +33%
CCG
189
Chatham Capital Group
Georgia
$221K -$60.1K -4,000 -21%
PWMAG
190
Pinnacle Wealth Management Advisory Group
New Jersey
$219K +$6.41K +426 +3%
BWM
191
BerganKDV Wealth Management
Minnesota
$214K -$4.55M -302,536 -96%
KWM
192
Kingsview Wealth Management
Oregon
$213K +$9.04K +601 +4%
Northern Trust
193
Northern Trust
Illinois
$209K +$209K +13,898 New
NFC
194
Northeast Financial Consultants
Connecticut
$206K – – –
WA
195
WESPAC Advisors
California
$203K – – –
MCWS
196
McKinley Carter Wealth Services
West Virginia
$201K +$3.55K +236 +2%
PAS
197
Park Avenue Securities
New York
$201K +$201K +13,370 New
GHA
198
GW Henssler & Associates
Georgia
$200K +$200K +13,295 New
Franklin Resources
199
Franklin Resources
California
$198K – – –
LNC
200
Lincoln National Corp
Pennsylvania
$194K +$8.45K +562 +5%
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8
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