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Invesco Preferred ETF

227 hedge funds and large institutions have $1.95B invested in Invesco Preferred ETF in 2016 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 112 increasing their positions, 44 reducing their positions, and 22 closing their positions.

Holders
227
Holders Change
+14
Holders Change %
+6.57%
% of All Funds
6.07%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.43%
New
38
Increased
112
Reduced
44
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$412M 27,236,869 +2,690,697 +11%
Wells Fargo
2
Wells Fargo
California
$325M 21,503,991 -1,592,319 -7%
Morgan Stanley
3
Morgan Stanley
New York
$175M 11,555,862 -121,344 -1%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$133M 8,809,021 +1,518,026 +21%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$96.2M 6,358,713 +1,252,613 +25%
Ameriprise
6
Ameriprise
Minnesota
$58.7M 3,883,048 +915,237 +31%
Invesco
7
Invesco
Georgia
$50.1M 3,312,650 +532,677 +19%
UBS Group
8
UBS Group
Switzerland
$43.8M 2,898,037 +129,939 +5%
LPL Financial
9
LPL Financial
California
$43.3M 2,867,609 +334,789 +13%
HNB
10
Huntington National Bank
Ohio
Creative Planning
11
Creative Planning
Kansas
$35.2M 2,329,736 -9,605 -0.4%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$25.8M 1,705,796 -15,031 -0.9%
Prudential Financial
13
Prudential Financial
New Jersey
$25.2M 1,667,793 +60,600 +4%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22.2M 1,468,754 +474,408 +48%
CFP
15
Cornerstone Financial Partners
North Carolina
$19.6M 1,298,091 -3,865 -0.3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$18.9M 1,249,506 +43,377 +4%
NFG
17
Noven Financial Group
Colorado
$17.6M 1,158,378 +567,426 +96%
MFS
18
MSI Financial Services
Massachusetts
$15.4M 1,017,560 +90,497 +10%
Bessemer Group
19
Bessemer Group
New Jersey
$15.1M 1,000,000 +984,000 +6,150%
AWE
20
Avidian Wealth Enterprises
Texas
$12.5M 829,294 +9,353 +1%
KIA
21
KCM Investment Advisors
California
$12.2M 803,462 +171,780 +27%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$10.9M 723,665 +85,218 +13%
GA
23
Geneva Advisors
Illinois
$10.8M 711,534 +141,756 +25%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$10.6M 701,193 +25,019 +4%
CCM
25
Compton Capital Management
Rhode Island
$10.6M 696,600 +372,650 +115%