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Invesco Preferred ETF
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Overview Fund Activity

261 hedge funds and large institutions have $2.2B invested in Invesco Preferred ETF in 2017 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 125 increasing their positions, 58 reducing their positions, and 31 closing their positions.

Holders
261
Holders Change
-8
Holders Change %
-2.97%
% of All Funds
6.52%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.45%
New
26
Increased
125
Reduced
58
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$605M
2
Wells Fargo
2
Wells Fargo
California
$422M
3
Ameriprise
3
Ameriprise
Minnesota
$100M
4
Morgan Stanley
4
Morgan Stanley
New York
$135M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$119M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$78.5M
2
VFA
2
Voya Financial Advisors
Connecticut
$5.75M
3
MSWM
3
Mader & Shannon Wealth Management
Missouri
$0
4
FWM
4
Frontier Wealth Management
Missouri
$2.32M
5
AIA
5
Allegis Investment Advisors
Idaho
$2.79M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$605M 40,238,309 +16,889,655 +72%
Wells Fargo
2
Wells Fargo
California
$422M 28,077,621 +971,208 +4%
Morgan Stanley
3
Morgan Stanley
New York
$135M 9,010,146 +679,367 +8%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$119M 7,906,794 +572,694 +8%
Ameriprise
5
Ameriprise
Minnesota
$100M 6,663,840 +741,113 +13%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$78.5M 5,224,804 -638,340 -11%
LPL Financial
7
LPL Financial
California
$50.5M 3,359,247 +16,810 +0.5%
UBS Group
8
UBS Group
Switzerland
$40.5M 2,697,391 -20,571 -0.8%
Invesco
9
Invesco
Georgia
$40.4M 2,686,192 -72,019 -3%
Creative Planning
10
Creative Planning
Kansas
$37.7M 2,508,459 -37,916 -1%
HNB
11
Huntington National Bank
Ohio
– – – –
Goldman Sachs
12
Goldman Sachs
New York
$23.6M 1,570,242 +160,036 +11%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$23M 1,527,102 +248,139 +19%
FAAS
14
First Allied Advisory Services
California
$18.6M 1,240,594 +22,468 +2%
Prudential Financial
15
Prudential Financial
New Jersey
$15.3M 1,019,788 +157,800 +18%
CFA
16
Camarda Financial Advisors
Florida
$14.8M 983,962 +39,568 +4%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$13.4M 891,820 +75,715 +9%
KIA
18
KCM Investment Advisors
California
$13.4M 890,784 -1,214 -0.1%
AAP
19
Arax Advisory Partners
Colorado
$12.3M 820,874 +155,889 +23%
MML Investors Services
20
MML Investors Services
Massachusetts
$11.9M 790,780 +65,021 +9%
AG
21
Advisor Group
Arizona
$11.6M 771,939 +92,526 +14%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$10.7M 712,134 +87,429 +14%
BMM
23
Buffington Mohr McNeal
Idaho
$10.6M 705,821 +404 +0.1%
CFP
24
Cornerstone Financial Partners
North Carolina
$10.4M 690,204 -16,523 -2%
BTS
25
BB&T Securities
Virginia
$9.95M 662,312 +10,249 +2%
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