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Invesco Preferred ETF
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Overview Fund Activity

138 hedge funds and large institutions have $922M invested in Invesco Preferred ETF in 2013 Q2 according to their latest regulatory filings, with 138 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
138
Holders Change
+138
Holders Change %
–
% of All Funds
4.51%
Holding in Top 10
7
Holding in Top 10 Change
+7
Holding in Top 10 Change %
%
% of All Funds
0.23%
New
138
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$158M
2
CC
2
Curian Capital
Colorado
$114M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$114M
4
Wells Fargo
4
Wells Fargo
California
$72.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$63.8M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$158M 11,058,820 +11,058,820 New
CC
2
Curian Capital
Colorado
$114M 8,014,236 +8,014,236 New
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$114M 7,977,808 +7,977,808 New
Wells Fargo
4
Wells Fargo
California
$72.8M 5,098,407 +5,098,407 New
Morgan Stanley
5
Morgan Stanley
New York
$63.8M 4,469,985 +4,469,985 New
Invesco
6
Invesco
Georgia
$61.1M 4,279,121 +4,279,121 New
HNB
7
Huntington National Bank
Ohio
– – – –
Goldman Sachs
8
Goldman Sachs
New York
$36.2M 2,536,924 +2,536,924 New
U
9
UBS
Switzerland
$27.9M 1,957,579 +1,957,579 New
Creative Planning
10
Creative Planning
Kansas
$19.5M 1,366,649 +1,366,649 New
LPL Financial
11
LPL Financial
California
$17.1M 1,196,929 +1,196,929 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$15.1M 1,055,276 +1,055,276 New
CS
13
Credit Suisse
Switzerland
$10.2M 716,218 +716,218 New
Bank of New York Mellon
14
Bank of New York Mellon
New York
$8.77M 614,286 +614,286 New
BCM
15
Bluefin Capital Management
New York
$7.6M 534,688 +534,688 New
FAAM
16
First Allied Asset Management
California
$7.03M 492,087 +492,087 New
GC
17
Guggenheim Capital
Illinois
$6.9M 483,441 +483,441 New
FAAS
18
First Allied Advisory Services
California
$6.68M 467,530 +467,530 New
CCM
19
Compton Capital Management
Rhode Island
$6.64M 465,550 +465,550 New
FNBTCON
20
First National Bank & Trust Co of Newtown
Pennsylvania
$6.63M 464,220 +464,220 New
Natixis Advisors
21
Natixis Advisors
Massachusetts
$6.42M 449,821 +449,821 New
ISB
22
Iowa State Bank
Iowa
$5.53M 387,350 +387,350 New
Ameriprise
23
Ameriprise
Minnesota
$5.37M 376,444 +376,444 New
CT
24
Coastline Trust
Rhode Island
$5.36M 375,300 +375,300 New
FBT
25
Founders Bank & Trust
Michigan
$4.6M 322,340 +322,340 New
1
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