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Invesco Preferred ETF

179 hedge funds and large institutions have $1.13B invested in Invesco Preferred ETF in 2015 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 73 increasing their positions, 53 reducing their positions, and 12 closing their positions.

Holders
179
Holders Change
-2
Holders Change %
-1.1%
% of All Funds
4.83%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.22%
New
14
Increased
73
Reduced
53
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$267M 18,343,426 +1,387,161 +8%
Bank of America
2
Bank of America
North Carolina
$112M 7,741,114 -398,084 -5%
Morgan Stanley
3
Morgan Stanley
New York
$85.3M 5,872,581 -460,078 -7%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$73.9M 5,083,161 -4,722 -0.1%
MAA
5
Managed Account Advisors
New Jersey
$60.2M 4,145,223 +959,404 +30%
CC
6
Curian Capital
Colorado
$48.4M 3,330,263 +32,266 +1%
CNB
7
City National Bank
California
$44.4M 3,056,317 +706,334 +30%
Invesco
8
Invesco
Georgia
$40.9M 2,815,171 +99,303 +4%
HNB
9
Huntington National Bank
Ohio
-2,183,018 Closed
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$25.8M 1,778,476 -727,231 -29%
Creative Planning
11
Creative Planning
Kansas
$22.7M 1,559,971 +356,081 +30%
LPL Financial
12
LPL Financial
California
$22.5M 1,548,108 +164,503 +12%
Ameriprise
13
Ameriprise
Minnesota
$19M 1,307,173 +380,756 +41%
Prudential Financial
14
Prudential Financial
New Jersey
$17.1M 1,178,086 +179,910 +18%
GC
15
Guggenheim Capital
Illinois
$13.9M 959,383 -11,036 -1%
WI
16
WBI Investments
New Jersey
$13.4M 922,772 +772,702 +515%
UBS Group
17
UBS Group
Switzerland
$13.1M 898,212 -49,565 -5%
CIA
18
Capital Investment Advisors
Georgia
$9.86M 678,644 +50,193 +8%
BMM
19
Buffington Mohr McNeal
Idaho
$9.16M 630,631 +52,058 +9%
CS
20
Credit Suisse
Switzerland
$9M 619,305 +7,003 +1%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$8.96M 616,415 -198,538 -24%
WCM
22
Weatherstone Capital Management
Colorado
$8.89M 612,081 -200,018 -25%
PAG
23
Private Advisor Group
New Jersey
$8.78M 604,044 +324,977 +116%
FNBTCON
24
First National Bank & Trust Co of Newtown
Pennsylvania
$8.7M 598,995 +11,965 +2%
LPT
25
Legacy Private Trust
Wisconsin
$8.67M 596,721 +42,862 +8%