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Invesco Preferred ETF
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Overview Fund Activity

358 hedge funds and large institutions have $2.27B invested in Invesco Preferred ETF in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 139 increasing their positions, 106 reducing their positions, and 42 closing their positions.

Holders
358
Holders Change
-4
Holders Change %
-1.1%
% of All Funds
7.86%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.4%
New
39
Increased
139
Reduced
106
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$16.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$153M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$157M
4
UBS Group
4
UBS Group
Switzerland
$75.1M
5
Bank of America
5
Bank of America
North Carolina
$634M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$4.78M
2
TYCC
2
Texas Yale Capital Corp
Florida
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$5.04M
4
Prudential Financial
4
Prudential Financial
New Jersey
$12.4M
5
AG
5
Advisor Group
Arizona
$13.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$634M 42,242,002 +647,767 +2%
Wells Fargo
2
Wells Fargo
California
$305M 20,311,016 +8,453 +0%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$157M 10,425,192 +779,472 +8%
Morgan Stanley
4
Morgan Stanley
New York
$153M 10,193,597 +864,496 +9%
Ameriprise
5
Ameriprise
Minnesota
$113M 7,529,903 +165,407 +2%
UBS Group
6
UBS Group
Switzerland
$75.1M 5,000,258 +765,293 +18%
LPL Financial
7
LPL Financial
California
$50.2M 3,340,384 -264,706 -7%
Cohen & Steers
8
Cohen & Steers
New York
$41.8M 2,785,845 -276,415 -9%
HNB
9
Huntington National Bank
Ohio
– – – –
TLP
10
Trinity Legacy Partners
Texas
$29.9M 1,980,064 -153,231 -7%
PP
11
PagnatoKarp Partners
Virginia
$22.9M 1,526,454 +16,116 +1%
EWM
12
Edge Wealth Management
New York
$22.8M 1,514,903 -11,950 -0.8%
BTS
13
BB&T Securities
Virginia
$21.7M 1,444,237 +242,369 +20%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$20.5M 1,364,451 -259,261 -16%
Invesco
15
Invesco
Georgia
$20.3M 1,354,795 +48,971 +4%
JIP
16
JBJ Investment Partners
South Carolina
$18.4M 1,227,317 +90,455 +8%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$18.4M 1,223,200 +140,457 +13%
MML Investors Services
18
MML Investors Services
Massachusetts
$17.8M 1,185,352 -145,004 -11%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$17.8M 1,182,128 +86,215 +8%
HighTower Advisors
20
HighTower Advisors
Illinois
$16.5M 1,099,932 +1,081,654 +5,918%
AIA
21
Avalon Investment & Advisory
Texas
$15M 1,001,197 +224,364 +29%
AG
22
Advisor Group
Arizona
$13.1M 875,190 -326,725 -27%
Prudential Financial
23
Prudential Financial
New Jersey
$12.4M 828,365 -401,500 -33%
KIA
24
KCM Investment Advisors
California
$11.4M 759,657 -2,342 -0.3%
PT
25
Plimoth Trust
Massachusetts
$11.2M 747,867 +1,382 +0.2%
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