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Invesco Preferred ETF

320 hedge funds and large institutions have $2.24B invested in Invesco Preferred ETF in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 101 increasing their positions, 125 reducing their positions, and 49 closing their positions.

Holders
320
Holders Change
-7
Holders Change %
-2.14%
% of All Funds
7.34%
Holding in Top 10
13
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-38.1%
% of All Funds
0.3%
New
43
Increased
101
Reduced
125
Closed
49
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$656M 44,909,328 +2,700,763 +6%
Wells Fargo
2
Wells Fargo
California
$401M 27,470,745 -609,119 -2%
Morgan Stanley
3
Morgan Stanley
New York
$131M 8,946,565 -136,346 -2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$130M 8,893,420 +370,121 +4%
Ameriprise
5
Ameriprise
Minnesota
$101M 6,918,992 -319,859 -4%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$99.6M 6,820,278 +1,486,149 +28%
LPL Financial
7
LPL Financial
California
$62.9M 4,306,701 +493,265 +13%
CFG
8
CNO Financial Group
Indiana
$51.9M 3,552,423 +3,552,423 New
Creative Planning
9
Creative Planning
Kansas
$36.1M 2,473,542 -226,077 -8%
HNB
10
Huntington National Bank
Ohio
UBS Group
11
UBS Group
Switzerland
$33.7M 2,305,043 -339,874 -13%
Invesco
12
Invesco
Georgia
$29.6M 2,024,320 -323,859 -14%
MML Investors Services
13
MML Investors Services
Massachusetts
$14.3M 978,590 +105,806 +12%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$13.6M 935,840 -601,561 -39%
FAAS
15
First Allied Advisory Services
California
$13.5M 923,965 -353,797 -28%
KIA
16
KCM Investment Advisors
California
$13.3M 913,642 +6,095 +0.7%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$12.7M 867,816 -181,712 -17%
AIA
18
Avalon Investment & Advisory
Texas
$11.8M 807,524 +807,524 New
CM
19
Columbus Macro
Pennsylvania
$11.7M 803,400 +28,260 +4%
BMM
20
Buffington Mohr McNeal
Idaho
$10.4M 711,675 -5,256 -0.7%
CFA
21
Camarda Financial Advisors
Florida
$10.3M 703,533 -290,391 -29%
FNBTCON
22
First National Bank & Trust Co of Newtown
Pennsylvania
$10.1M 689,163 +7,852 +1%
PT
23
Plimoth Trust
Massachusetts
$9.66M 661,286 +14,718 +2%
Goldman Sachs
24
Goldman Sachs
New York
$9.22M 631,613 -801,699 -56%
Asset Management One
25
Asset Management One
Japan
$9.01M 616,800 -29,000 -4%