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Invesco Preferred ETF

318 hedge funds and large institutions have $2.24B invested in Invesco Preferred ETF in 2018 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 104 increasing their positions, 109 reducing their positions, and 44 closing their positions.

Holders
318
Holders Change
+4
Holders Change %
+1.27%
% of All Funds
7.28%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.27%
New
48
Increased
104
Reduced
109
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$634M 44,261,704 -307,280 -0.7%
Wells Fargo
2
Wells Fargo
California
$376M 26,278,130 -722,854 -3%
Morgan Stanley
3
Morgan Stanley
New York
$129M 9,021,330 +164,675 +2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$127M 8,894,646 -23,517 -0.3%
Ameriprise
5
Ameriprise
Minnesota
$113M 7,488,413 +769,509 +11%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$74.6M 5,206,433 -1,443,050 -22%
LPL Financial
7
LPL Financial
California
$55.4M 3,865,338 +45,544 +1%
CFG
8
CNO Financial Group
Indiana
$50.9M 3,552,423
UBS Group
9
UBS Group
Switzerland
$43.9M 3,064,183 -10,298 -0.3%
Cohen & Steers
10
Cohen & Steers
New York
$36.4M 2,540,045 -7,188,592 -74%
HNB
11
Huntington National Bank
Ohio
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$32.9M 2,298,167 +1,336,975 +139%
Creative Planning
13
Creative Planning
Kansas
$25.1M 1,754,492 -395,592 -18%
Invesco
14
Invesco
Georgia
$23M 1,609,253 -194,926 -11%
MML Investors Services
15
MML Investors Services
Massachusetts
$18.1M 1,265,844 +315,324 +33%
Prudential Financial
16
Prudential Financial
New Jersey
$16.5M 1,152,388 +852,000 +284%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$16.2M 1,134,144 +262,047 +30%
Goldman Sachs
18
Goldman Sachs
New York
$16.2M 1,132,132 +115,517 +11%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$15M 1,048,103 +713,322 +213%
AG
20
Advisor Group
Arizona
$12.9M 897,606 +343,558 +62%
BTS
21
BB&T Securities
Virginia
$12.3M 860,653 +307,724 +56%
KIA
22
KCM Investment Advisors
California
$12.3M 858,129 -32,839 -4%
AIA
23
Avalon Investment & Advisory
Texas
$10.9M 761,515 -66,691 -8%
PT
24
Plimoth Trust
Massachusetts
$10.7M 745,140 +41,434 +6%
BMM
25
Buffington Mohr McNeal
Idaho
$10.2M 708,893 -6,455 -0.9%