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Invesco Preferred ETF

203 hedge funds and large institutions have $1.64B invested in Invesco Preferred ETF in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 97 increasing their positions, 34 reducing their positions, and 27 closing their positions.

Holders
203
Holders Change
+7
Holders Change %
+3.57%
% of All Funds
5.42%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
36
Increased
97
Reduced
34
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$341M 22,863,641 +2,125,001 +10%
Wells Fargo
2
Wells Fargo
California
$300M 20,140,592 +1,458,600 +8%
Morgan Stanley
3
Morgan Stanley
New York
$136M 9,090,923 +2,318,301 +34%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$81.7M 5,478,883 +195,979 +4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$80.1M 5,365,640 +1,232,918 +30%
LPL Financial
6
LPL Financial
California
$72.6M 4,928,400 +428,670 +10%
Creative Planning
7
Creative Planning
Kansas
$35.6M 2,384,727 +631,423 +36%
UBS Group
8
UBS Group
Switzerland
$35.6M 2,384,582 +746,811 +46%
HNB
9
Huntington National Bank
Ohio
Ameriprise
10
Ameriprise
Minnesota
$32.1M 2,162,356 +486,493 +29%
Invesco
11
Invesco
Georgia
$31.7M 2,125,508 +289,635 +16%
PFG
12
Piershale Financial Group
Illinois
$28.9M 1,939,877 +1,939,665 +914,936%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$24.3M 1,630,238 +917,410 +129%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$20.4M 1,366,071 -827 -0.1%
CFP
15
Cornerstone Financial Partners
North Carolina
$19.3M 1,292,784 +904,026 +233%
Prudential Financial
16
Prudential Financial
New Jersey
$17.4M 1,165,023 -931,800 -44%
WI
17
WBI Investments
New Jersey
$15.2M 1,015,992 +130,285 +15%
AWE
18
Avidian Wealth Enterprises
Texas
$12.2M 816,002 +816,002 New
CIA
19
Capital Investment Advisors
Georgia
$12M 805,205 -164,960 -17%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$11.3M 756,238 +239,891 +46%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$11.1M 743,409 +743,409 New
BMM
22
Buffington Mohr McNeal
Idaho
$9.9M 663,662 +11,717 +2%
GC
23
Guggenheim Capital
Illinois
$9.45M 633,181 -165,095 -21%
MFS
24
MSI Financial Services
Massachusetts
$9.36M 627,256 +168,038 +37%
FAAS
25
First Allied Advisory Services
California
$8.99M 604,000 +137,928 +30%