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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 %
GSWM
201
Golden State Wealth Management
California
$402K +$1.61K +107 +0.4%
PFA
202
Pinnacle Family Advisors
Missouri
$400K -$106K -7,034 -21%
VAS
203
Valicenti Advisory Services
New York
$398K +$63.9K +4,250 +19%
LF
204
Lantz Financial
Illinois
$392K – – –
IWM
205
IHT Wealth Management
Illinois
$387K +$110K +7,339 +40%
FI
206
Financial Insights
Washington
$382K – – –
CAN
207
Claraphi Advisory Network
United States
$375K -$25.6K -1,705 -6%
CIA
208
Capital Investment Advisors
Georgia
$366K -$7.67K -511 -2%
CWS
209
Cypress Wealth Services
California
$364K -$4.29K -285 -1%
HIM
210
Hillsdale Investment Management
Ontario, Canada
$351K – – –
WP
211
WealthSource Partners
California
$350K – – –
KFC
212
Klingenstein Fields & Co
New York
$348K – – –
FGAM
213
Financial Gravity Asset Management
Texas
$344K -$55K -3,663 -14%
CW
214
CreativeOne Wealth
Kansas
$340K +$71.3K +4,746 +27%
N
215
Natixis
France
$334K +$3.5K +233 +1%
BF
216
BOK Financial
Oklahoma
$333K -$2.41K -160 -0.7%
LHC
217
Little House Capital
Massachusetts
$332K – – –
BC
218
Barnett & Company
Tennessee
$326K -$60.1K -4,000 -16%
TD Asset Management
219
TD Asset Management
Ontario, Canada
$319K – – –
SAM
220
SignalPoint Asset Management
Missouri
$316K -$340K -22,672 -52%
Northern Trust
221
Northern Trust
Illinois
$316K -$212K -14,076 -40%
PFC
222
Phocas Financial Corp
California
$307K -$300K – –
TC
223
TownSquare Capital
Utah
$303K +$30 +2 +0%
AWA
224
Arete Wealth Advisors
Illinois
$303K +$886 +59 +0.3%
PPP
225
Private Portfolio Partners
New Jersey
$300K -$23.3K -1,550 -7%
7 8
9
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