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Invesco Preferred ETF
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Overview Fund Activity

412 hedge funds and large institutions have $2.35B invested in Invesco Preferred ETF in 2020 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 146 increasing their positions, 130 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
+10
Holders Change %
+2.49%
% of All Funds
8.47%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.39%
New
61
Increased
146
Reduced
130
Closed
46
Calls
$395K
Puts
$291K
Net Calls
+$104K
Net Calls Change
+$116K

Top Buyers

1
HI
Horizon Investments
North Carolina
+$35.1M
2
HCM
Hilton Capital Management
New York
+$33.7M
3
UBS Group
UBS Group
Switzerland
+$26.5M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$21.7M
5
CAM
Cresset Asset Management
Illinois
+$18.3M

Top Sellers

1
SS
Sunbelt Securities
Texas
-$69.6M
2
HNB
Huntington National Bank
Ohio
-$28.1M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$18.8M
4
Bank of America
Bank of America
North Carolina
-$10.2M
5
CG
Colony Group
Massachusetts
-$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
226
Sowell Financial Services
Arkansas
$406K -$113 -8 -0%
CAG
227
Csenge Advisory Group
Florida
$406K +$406K +28,786 New
PIA
228
Pinion Investment Advisors
Kansas
$391K -$53.7K -3,800 -12%
MAP
229
Milestone Advisory Partners
North Carolina
$390K – – –
CAPTRUST Financial Advisors
230
CAPTRUST Financial Advisors
North Carolina
$390K +$11.3K +800 +3%
SAM
231
SignalPoint Asset Management
Missouri
$387K +$62.4K +4,424 +19%
MFS
232
Madrona Financial Services
Washington
$386K -$119K -8,405 -23%
PA
233
PFG Advisors
Arizona
$384K +$384K +26,800 New
FA
234
FDx Advisors
Illinois
$376K +$376K +26,658 New
WP
235
WealthShield Partners
North Carolina
$374K -$15.3K -1,080 -4%
SS
236
Sunbelt Securities
Texas
$373K -$69.6M -4,924,483 -99%
NEAM
237
New England Asset Management
Connecticut
$373K -$56.5K -4,000 -13%
LF
238
Lantz Financial
Illinois
$368K – – –
GSWM
239
Golden State Wealth Management
California
$366K +$1.53K +108 +0.4%
CIAS
240
Capital Investment Advisory Services
North Carolina
$366K +$206K +14,577 +129%
TSS
241
Two Sigma Securities
New York
$358K +$358K +25,340 New
SBIA
242
Sheaff Brock Investment Advisors
Indiana
$355K +$355K +25,124 New
QCIG
243
Quad-Cities Investment Group
Iowa
$354K +$8.07K +572 +2%
HIA
244
Harbor Investment Advisory
Maryland
$353K +$48K +3,400 +16%
AWA
245
Arete Wealth Advisors
Illinois
$346K +$112K +7,909 +48%
DAS
246
Dynamic Advisor Solutions
Arizona
$339K -$23.6K -1,676 -7%
SHA
247
Seneca House Advisors
Virginia
$336K +$110K +7,809 +49%
KFC
248
Klingenstein Fields & Co
New York
$328K – – –
APP
249
Avantax Planning Partners
Iowa
$316K +$316K +22,406 New
IWP
250
Insight Wealth Partners
Texas
$315K – – –
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