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Invesco Preferred ETF

269 hedge funds and large institutions have $1.9B invested in Invesco Preferred ETF in 2017 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 116 increasing their positions, 59 reducing their positions, and 16 closing their positions.

Holders
269
Holders Change
+27
Holders Change %
+11.16%
% of All Funds
6.72%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.42%
New
44
Increased
116
Reduced
59
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$410M 27,106,413 +2,840,792 +12%
Bank of America
2
Bank of America
North Carolina
$353M 23,348,654 -3,557,532 -13%
Morgan Stanley
3
Morgan Stanley
New York
$126M 8,330,779 -319,018 -4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$111M 7,334,100 +430,487 +6%
Ameriprise
5
Ameriprise
Minnesota
$89.4M 5,922,727 +648,598 +12%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$88.6M 5,863,144 +1,084,161 +23%
LPL Financial
7
LPL Financial
California
$50.5M 3,342,437 +282,555 +9%
Invesco
8
Invesco
Georgia
$41.7M 2,758,211 -139,616 -5%
UBS Group
9
UBS Group
Switzerland
$41.1M 2,717,962 -11,601 -0.4%
Creative Planning
10
Creative Planning
Kansas
$38.5M 2,546,375 -85,668 -3%
HNB
11
Huntington National Bank
Ohio
-14,165 Closed
Goldman Sachs
12
Goldman Sachs
New York
$21.3M 1,410,206 +613,322 +77%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$19.3M 1,278,963 +639,252 +100%
FAAS
14
First Allied Advisory Services
California
$18.4M 1,218,126 +235,664 +24%
CFA
15
Camarda Financial Advisors
Florida
$14.3M 944,394 +168,711 +22%
KIA
16
KCM Investment Advisors
California
$13.5M 891,998 +9,491 +1%
Prudential Financial
17
Prudential Financial
New Jersey
$13M 861,988 +206,500 +32%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$12.3M 816,105 +64,177 +9%
VFA
19
Voya Financial Advisors
Connecticut
$11.9M 785,549 +498,940 +174%
MML Investors Services
20
MML Investors Services
Massachusetts
$11M 725,759 +725,759 New
CFP
21
Cornerstone Financial Partners
North Carolina
$10.7M 706,727 +19,080 +3%
BMM
22
Buffington Mohr McNeal
Idaho
$10.7M 705,417 +3,787 +0.5%
AG
23
Advisor Group
Arizona
$10.3M 679,413 +341,839 +101%
AAP
24
Arax Advisory Partners
Colorado
$10M 664,985 +54,020 +9%
BTS
25
BB&T Securities
Virginia
$9.85M 652,063 +606,354 +1,327%