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Invesco Preferred ETF
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Overview Fund Activity

402 hedge funds and large institutions have $2.15B invested in Invesco Preferred ETF in 2020 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 154 increasing their positions, 133 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
402
Holders Change
-13
Holders Change %
-3.13%
% of All Funds
8.88%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.46%
New
52
Increased
154
Reduced
133
Closed
56
Calls
–
Puts
$12K
Net Calls
-$12K
Net Calls Change
-$12K

Top Buyers

1
SS
Sunbelt Securities
Texas
+$69.5M
2
Wells Fargo
Wells Fargo
California
+$36.9M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$18.8M
4
WP
WealthPLAN Partners
Nebraska
+$13.6M
5
Prudential Financial
Prudential Financial
New Jersey
+$9.34M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$41.9M
2
HNB
Huntington National Bank
Ohio
-$33.5M
3
HighTower Advisors
HighTower Advisors
Illinois
-$18.2M
4
EWM
Edge Wealth Management
New York
-$17.9M
5
JIP
JBJ Investment Partners
South Carolina
-$16.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
226
Dynamic Advisor Solutions
Arizona
$338K +$18.2K +1,388 +6%
CAPTRUST Financial Advisors
227
CAPTRUST Financial Advisors
North Carolina
$336K -$6.29K -500 -2%
KWM
228
Kingsview Wealth Management
Oregon
$335K -$57.1K -4,348 -15%
WA
229
Wealthstar Advisors
Texas
$335K -$12.8K -971 -4%
IWM
230
IHT Wealth Management
Illinois
$334K +$1.94K +147 +0.6%
Barclays
231
Barclays
United Kingdom
$329K – – –
QCIG
232
Quad-Cities Investment Group
Iowa
$323K +$25K +1,897 +8%
CIA
233
Capital Investment Advisors
Georgia
$313K -$5.11K -388 -2%
RA
234
RFG Advisory
Alabama
$312K +$312K +23,729 New
KFC
235
Klingenstein Fields & Co
New York
$305K – – –
FUBT
236
First United Bank & Trust
Maryland
$304K +$304K +23,105 New
SAM
237
SignalPoint Asset Management
Missouri
$303K +$27.8K +2,112 +10%
GFPC
238
Global Financial Private Client
Florida
$294K +$294K +23,431 New
IWP
239
Insight Wealth Partners
Texas
$293K – – –
FHA
240
Flagship Harbor Advisors
Massachusetts
$291K +$291K +22,049 +84,804%
CW
241
CreativeOne Wealth
Kansas
$286K -$33.2K -2,527 -10%
HIA
242
Harbor Investment Advisory
Maryland
$285K +$43.5K +3,300 +18%
GPA
243
Guidance Point Advisors
Massachusetts
$281K -$130K -9,929 -32%
PPP
244
Private Portfolio Partners
New Jersey
$281K +$369 +28 +0.1%
SWM
245
SeaCrest Wealth Management
New York
$275K -$218K -16,600 -44%
PFC
246
Phocas Financial Corp
California
$269K -$307K – –
TC
247
TownSquare Capital
Utah
$264K -$24K -1,709 -8%
SF
248
Synovus Financial
Georgia
$262K +$90.2K +6,848 +53%
RTS
249
Round Table Services
New Jersey
$258K – – –
NFG
250
Nations Financial Group
Iowa
$258K +$117K +8,922 +83%
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