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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 %
WP
176
WealthShield Partners
North Carolina
$555K – – –
WCWM
177
Wooster Corthell Wealth Management
Connecticut
$554K – – –
Citigroup
178
Citigroup
New York
$543K +$55.9K +3,725 +11%
DWM
179
Dakota Wealth Management
Florida
$527K +$42.1K +2,800 +9%
KFA
180
Kays Financial Advisory
Georgia
$515K +$56.5K +3,756 +12%
TCPWM
181
Traverso Chambers Private Wealth Management
California
$509K – – –
FNC
182
First National Corp
Massachusetts
$493K +$22.7K +1,509 +5%
OC
183
Oppenheimer & Co
New York
$487K +$31.1K +2,068 +7%
BJL
184
Brighton Jones LLC
Washington
$466K +$113K +7,493 +32%
FCA
185
FLC Capital Advisors
California
$461K – – –
DAS
186
Dynamic Advisor Solutions
Arizona
$453K +$555 +37 +0.1%
Barclays
187
Barclays
United Kingdom
$451K – – –
PSUF
188
People's United Financial
Connecticut
$442K – – –
AFC
189
AFT Forsyth & Company
Florida
$442K – – –
MAFM
190
Mid Atlantic Financial Management
Pennsylvania
$442K +$28.7K +1,910 +7%
ASN
191
Advisory Services Network
Georgia
$435K – – –
QIM
192
Quest Investment Management
Oregon
$433K – – –
Millennium Management
193
Millennium Management
New York
$430K +$430K +28,632 New
KWM
194
Kingsview Wealth Management
Oregon
$428K -$69.7K -4,640 -14%
MAP
195
Milestone Advisory Partners
North Carolina
$414K – – –
SBIA
196
Sheaff Brock Investment Advisors
Indiana
$414K +$128K +8,500 +45%
WA
197
Wealthstar Advisors
Texas
$413K -$5.6K -371 -1%
CAPTRUST Financial Advisors
198
CAPTRUST Financial Advisors
North Carolina
$408K +$159K +10,560 +64%
AAM
199
Autus Asset Management
Arizona
$402K -$45K -3,000 -10%
MIAN
200
Mariner Independent Advisor Network
Kansas
$402K -$6.32K -421 -2%
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