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Invesco Preferred ETF
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Overview Fund Activity

327 hedge funds and large institutions have $2.3B invested in Invesco Preferred ETF in 2017 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 130 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+66
Holders Change %
+25.29%
% of All Funds
7.43%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.48%
New
87
Increased
130
Reduced
63
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$627M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$127M
3
Ameriprise
3
Ameriprise
Minnesota
$108M
4
LPL Financial
4
LPL Financial
California
$56.7M
5
SBWM
5
Sunflower Bank Wealth Management
Arizona
$5.53M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$36.2M
2
Prudential Financial
2
Prudential Financial
New Jersey
$4.47M
3
PFG
3
Piershale Financial Group
Illinois
$0
4
AWMG
4
Alliance Wealth Management Group
New Jersey
$0
5
Invesco
5
Invesco
Georgia
$34.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
176
IHT Wealth Management
Illinois
$516K +$103K +6,902 +25%
LA
177
LVW Advisors
New York
$513K +$67.4K +4,531 +15%
DC
178
Davenport & Co
Virginia
$496K +$151K +10,144 +44%
MWM
179
Meridian Wealth Management
Kentucky
$496K +$270 +18 +0.1%
CAN
180
Claraphi Advisory Network
United States
$496K +$496K +33,362 New
FMB
181
Field & Main Bank
Kentucky
$476K +$476K +32,050 New
RIA
182
Regal Investment Advisors
Michigan
$467K +$46.6K +3,135 +11%
QIM
183
Quest Investment Management
Oregon
$462K – – –
MIAN
184
Mariner Independent Advisor Network
Kansas
$452K +$53.5K +3,609 +13%
MAP
185
Milestone Advisory Partners
North Carolina
$450K +$450K +30,315 New
Barclays
186
Barclays
United Kingdom
$446K +$446K +30,000 New
KM
187
Kalos Management
Georgia
$435K +$435K +30,223 New
AA
188
Advisory Alpha
Michigan
$430K +$79.9K +5,563 +23%
CF
189
Centaurus Financial
California
$416K +$416K +27,990 New
PFA
190
Pinnacle Family Advisors
Missouri
$408K -$30.6K -2,059 -7%
PFA
191
Pathway Financial Advisors
Vermont
$406K +$406K +27,345 New
ECM
192
Elgethun Capital Management
South Dakota
$393K – – –
DAS
193
Dynamic Advisor Solutions
Arizona
$384K +$9.96K +670 +3%
LNC
194
Lincoln National Corp
Pennsylvania
$384K +$192K +12,924 +100%
WP
195
WealthSource Partners
California
$381K +$381K +25,669 New
DP
196
Dearborn Partners
Illinois
$379K – – –
BAM
197
Belpointe Asset Management
Nevada
$378K +$58.1K +3,914 +18%
KWMG
198
King Wealth Management Group
Florida
$374K +$64K +4,300 +21%
CRWM
199
Castle Rock Wealth Management
California
$374K +$374K +25,178 New
RCAG
200
Rehmann Capital Advisory Group
Michigan
$370K +$11.9K +802 +3%
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8
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