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Invesco Preferred ETF

232 hedge funds and large institutions have $1.59B invested in Invesco Preferred ETF in 2016 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 73 increasing their positions, 86 reducing their positions, and 36 closing their positions.

Holders
232
Holders Change
+5
Holders Change %
+2.2%
% of All Funds
5.81%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.33%
New
45
Increased
73
Reduced
86
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$314M 22,035,615 -5,201,254 -19%
Wells Fargo
2
Wells Fargo
California
$310M 21,817,554 +313,563 +1%
Morgan Stanley
3
Morgan Stanley
New York
$137M 9,612,385 -1,943,477 -17%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$94M 6,603,768 +245,055 +4%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$93M 6,520,333 -2,288,688 -26%
Ameriprise
6
Ameriprise
Minnesota
$64.5M 4,544,629 +661,581 +17%
UBS Group
7
UBS Group
Switzerland
$40.7M 2,863,493 -34,544 -1%
Invesco
8
Invesco
Georgia
$40.5M 2,842,672 -469,978 -14%
LPL Financial
9
LPL Financial
California
$37.6M 2,632,563 -235,046 -8%
Creative Planning
10
Creative Planning
Kansas
$36.6M 2,571,662 +241,926 +10%
HNB
11
Huntington National Bank
Ohio
$33.5M 14,165 +14,165 New
FAAS
12
First Allied Advisory Services
California
$16.2M 1,138,367 +781,269 +219%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$15.9M 1,118,256 -131,250 -11%
KIA
14
KCM Investment Advisors
California
$11.9M 838,334 +34,872 +4%
MFS
15
MSI Financial Services
Massachusetts
$11.9M 836,323 -181,237 -18%
AWE
16
Avidian Wealth Enterprises
Texas
$11.8M 826,412 -2,882 -0.3%
CFP
17
Cornerstone Financial Partners
North Carolina
$10.9M 763,279 -534,812 -41%
BMM
18
Buffington Mohr McNeal
Idaho
$9.93M 697,680 +16,343 +2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$9.65M 677,888 -45,777 -6%
Goldman Sachs
20
Goldman Sachs
New York
$9.27M 651,185 +185,490 +40%
FNBTCON
21
First National Bank & Trust Co of Newtown
Pennsylvania
$8.96M 629,645 +10,055 +2%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$8.53M 599,357 +46,141 +8%
AAP
23
Arax Advisory Partners
Colorado
$8.21M 576,786 +576,786 New
NFG
24
Noven Financial Group
Colorado
$7.89M 554,375 -604,003 -52%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.88M 553,479 -915,275 -62%