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Invesco Preferred ETF
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Overview Fund Activity

314 hedge funds and large institutions have $2.33B invested in Invesco Preferred ETF in 2018 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 105 increasing their positions, 115 reducing their positions, and 45 closing their positions.

Holders
314
Holders Change
-6
Holders Change %
-1.88%
% of All Funds
7.2%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.32%
New
44
Increased
105
Reduced
115
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$142M
2
UBS Group
2
UBS Group
Switzerland
$44.8M
3
CWM
3
Cornerstone Wealth Management
Missouri
$7.74M
4
Goldman Sachs
4
Goldman Sachs
New York
$14.8M
5
AG
5
Appleton Group
Wisconsin
$5.48M

Top Sellers

1
FAAS
1
First Allied Advisory Services
California
$536K
2
CM
2
Columbus Macro
Pennsylvania
$0
3
LPL Financial
3
LPL Financial
California
$55.6M
4
Wells Fargo
4
Wells Fargo
California
$393M
5
Bank of America
5
Bank of America
North Carolina
$649M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$649M 44,568,984 -340,344 -0.8%
Wells Fargo
2
Wells Fargo
California
$393M 27,000,984 -469,761 -2%
Cohen & Steers
3
Cohen & Steers
New York
$142M 9,728,637 +9,728,637 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$130M 8,918,163 +24,743 +0.3%
Morgan Stanley
5
Morgan Stanley
New York
$129M 8,856,655 -89,910 -1%
Ameriprise
6
Ameriprise
Minnesota
$97.7M 6,718,904 -200,088 -3%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$96.8M 6,649,483 -170,795 -3%
LPL Financial
8
LPL Financial
California
$55.6M 3,819,794 -486,907 -11%
CFG
9
CNO Financial Group
Indiana
$51.7M 3,552,423 – –
UBS Group
10
UBS Group
Switzerland
$44.8M 3,074,481 +769,438 +33%
HNB
11
Huntington National Bank
Ohio
– – – –
Creative Planning
12
Creative Planning
Kansas
$31.3M 2,150,084 -323,458 -13%
Invesco
13
Invesco
Georgia
$26.3M 1,804,179 -220,141 -11%
Goldman Sachs
14
Goldman Sachs
New York
$14.8M 1,016,615 +385,002 +61%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$14M 961,192 +25,352 +3%
MML Investors Services
16
MML Investors Services
Massachusetts
$13.8M 950,520 -28,070 -3%
KIA
17
KCM Investment Advisors
California
$13M 890,968 -22,674 -2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$12.7M 872,097 +4,281 +0.5%
AIA
19
Avalon Investment & Advisory
Texas
$12.1M 828,206 +20,682 +3%
BMM
20
Buffington Mohr McNeal
Idaho
$10.4M 715,348 +3,673 +0.5%
CFA
21
Camarda Financial Advisors
Florida
$10.3M 706,097 +2,564 +0.4%
PT
22
Plimoth Trust
Massachusetts
$10.2M 703,706 +42,420 +6%
FNBTCON
23
First National Bank & Trust Co of Newtown
Pennsylvania
$10.1M 692,258 +3,095 +0.4%
CCM
24
Covington Capital Management
California
$8.55M 587,368 +6,238 +1%
AP
25
Advisors Preferred
Maryland
$8.15M 559,491 +162,506 +41%
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