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Invesco Preferred ETF

196 hedge funds and large institutions have $1.44B invested in Invesco Preferred ETF in 2015 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 83 increasing their positions, 39 reducing their positions, and 24 closing their positions.

Holders
196
Holders Change
+12
Holders Change %
+6.52%
% of All Funds
5.15%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
39
Increased
83
Reduced
39
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$310M 20,738,640 +8,016,610 +63%
Wells Fargo
2
Wells Fargo
California
$279M 18,681,992 -639,094 -3%
Morgan Stanley
3
Morgan Stanley
New York
$101M 6,772,622 +702,748 +12%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$79M 5,282,904 +251,386 +5%
LPL Financial
5
LPL Financial
California
$67.8M 4,499,730 +3,141,570 +231%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$61.8M 4,132,722 +3,620,491 +707%
HNB
7
Huntington National Bank
Ohio
Prudential Financial
8
Prudential Financial
New Jersey
$31.3M 2,096,823 +296,920 +16%
Invesco
9
Invesco
Georgia
$27.4M 1,835,873 -157,236 -8%
Creative Planning
10
Creative Planning
Kansas
$26.2M 1,753,304 -45,588 -3%
Ameriprise
11
Ameriprise
Minnesota
$25.1M 1,675,863 +196,298 +13%
UBS Group
12
UBS Group
Switzerland
$24.5M 1,637,771 +432,568 +36%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$20.4M 1,366,898 -59,353 -4%
MSWM
14
Mader & Shannon Wealth Management
Missouri
$14.6M 975,722 +975,722 New
CIA
15
Capital Investment Advisors
Georgia
$14.5M 970,165 +80,951 +9%
WI
16
WBI Investments
New Jersey
$13.2M 885,707 -159,228 -15%
GC
17
Guggenheim Capital
Illinois
$11.9M 798,276 -46,911 -6%
AIG
18
American International Group
New York
$11.6M 773,133 +670,862 +656%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$10.7M 712,828 +291,721 +69%
GA
20
Geneva Advisors
Illinois
$10.5M 703,559 +703,559 New
BMM
21
Buffington Mohr McNeal
Idaho
$9.75M 651,945 -2,108 -0.3%
LPT
22
Legacy Private Trust
Wisconsin
$9.28M 620,608 +7,975 +1%
FNBTCON
23
First National Bank & Trust Co of Newtown
Pennsylvania
$8.99M 601,010 -930 -0.2%
CS
24
Credit Suisse
Switzerland
$8.41M 562,234 -104,587 -16%
CC
25
Curian Capital
Colorado
$8.24M 551,346 -1,508,010 -73%