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Invesco Preferred ETF

213 hedge funds and large institutions have $1.77B invested in Invesco Preferred ETF in 2016 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 99 increasing their positions, 52 reducing their positions, and 23 closing their positions.

Holders
213
Holders Change
+10
Holders Change %
+4.93%
% of All Funds
5.69%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.27%
New
36
Increased
99
Reduced
52
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$374M 24,546,172 +1,682,531 +7%
Wells Fargo
2
Wells Fargo
California
$352M 23,096,310 +2,955,718 +15%
Morgan Stanley
3
Morgan Stanley
New York
$178M 11,677,206 +2,586,283 +28%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$111M 7,290,995 +1,812,112 +33%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$77.8M 5,106,100 -259,540 -5%
Ameriprise
6
Ameriprise
Minnesota
$45M 2,967,811 +805,455 +37%
Invesco
7
Invesco
Georgia
$42.4M 2,779,973 +654,465 +31%
UBS Group
8
UBS Group
Switzerland
$42.2M 2,768,098 +383,516 +16%
LPL Financial
9
LPL Financial
California
$38.6M 2,532,820 -2,395,580 -49%
HNB
10
Huntington National Bank
Ohio
Creative Planning
11
Creative Planning
Kansas
$35.7M 2,339,341 -45,386 -2%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$26.2M 1,720,827 +90,589 +6%
Prudential Financial
13
Prudential Financial
New Jersey
$24.5M 1,607,193 +442,170 +38%
CFP
14
Cornerstone Financial Partners
North Carolina
$19.8M 1,301,956 +9,172 +0.7%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$18.4M 1,206,129 -159,942 -12%
WI
16
WBI Investments
New Jersey
$15.2M 995,538 -20,454 -2%
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.2M 994,346 +586,242 +144%
MFS
18
MSI Financial Services
Massachusetts
$14.1M 927,063 +299,807 +48%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$10.3M 676,174 -67,235 -9%
BMM
20
Buffington Mohr McNeal
Idaho
$10.2M 668,021 +4,359 +0.7%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$9.73M 638,447 -117,791 -16%
FIG
22
FundX Investment Group
California
$9.64M 632,496 +372,298 +143%
KIA
23
KCM Investment Advisors
California
$9.63M 631,682 +80,894 +15%
GC
24
Guggenheim Capital
Illinois
$9.52M 624,558 -8,623 -1%
MCM
25
MV Capital Management
Maryland
$9.27M 607,941 +166,353 +38%