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Invesco Preferred ETF
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Overview Fund Activity

153 hedge funds and large institutions have $870M invested in Invesco Preferred ETF in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 67 increasing their positions, 42 reducing their positions, and 10 closing their positions.

Holders
153
Holders Change
+5
Holders Change %
+3.38%
% of All Funds
4.44%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
16
Increased
67
Reduced
42
Closed
10
Calls
–
Puts
$474K
Net Calls
-$474K
Net Calls Change
-$244K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$156M
2
BTS
2
BB&T Securities
Virginia
$26.3M
3
PFG
3
Piershale Financial Group
Illinois
$14.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$67.5M
5
MAA
5
Managed Account Advisors
New Jersey
$19.8M

Top Sellers

1
WCM
1
Weatherstone Capital Management
Colorado
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$25.9M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$68.4M
4
Bank of America
4
Bank of America
North Carolina
$116M
5
SWM
5
Strategic Wealth Management
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$156M 10,776,582 +2,218,506 +26%
Bank of America
2
Bank of America
North Carolina
$116M 8,056,405 -503,029 -6%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$68.4M 4,732,666 -553,729 -10%
Morgan Stanley
4
Morgan Stanley
New York
$67.5M 4,671,303 +742,796 +19%
Invesco
5
Invesco
Georgia
$48.5M 3,352,012 -149,617 -4%
CC
6
Curian Capital
Colorado
$46.3M 3,202,988 +35,568 +1%
HNB
7
Huntington National Bank
Ohio
– – – –
BTS
8
BB&T Securities
Virginia
$26.3M 181,885 +160,846 +765%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$25.9M 1,791,335 -559,154 -24%
MAA
10
Managed Account Advisors
New Jersey
$19.8M 1,369,143 +634,950 +86%
Creative Planning
11
Creative Planning
Kansas
$16.4M 1,131,466 +21,752 +2%
PFG
12
Piershale Financial Group
Illinois
$14.8M 1,026,246 +1,026,246 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$14.3M 991,784 +472,291 +91%
GC
14
Guggenheim Capital
Illinois
$14.3M 985,825 +136,880 +16%
U
15
UBS
Switzerland
$13.9M 958,853 +3,555 +0.4%
LPL Financial
16
LPL Financial
California
$13.2M 914,238 +27,551 +3%
CS
17
Credit Suisse
Switzerland
$9.38M 648,640 -701 -0.1%
BMM
18
Buffington Mohr McNeal
Idaho
$8.06M 557,073 -7,308 -1%
FNBTCON
19
First National Bank & Trust Co of Newtown
Pennsylvania
$7.48M 517,360 +7,515 +1%
Ameriprise
20
Ameriprise
Minnesota
$7.44M 514,488 +83,980 +20%
CIA
21
Capital Investment Advisors
Georgia
$6.88M 475,881 +174,885 +58%
LPT
22
Legacy Private Trust
Wisconsin
$6.5M 449,177 +111,090 +33%
NFG
23
Noven Financial Group
Colorado
$5.83M 403,311 +27,266 +7%
VFS
24
VSR Financial Services
Kansas
$5.67M 391,980 +306,211 +357%
Prudential Financial
25
Prudential Financial
New Jersey
$5.55M 383,876 +383,876 New
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