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Invesco Preferred ETF
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Overview Fund Activity

424 hedge funds and large institutions have $2.71B invested in Invesco Preferred ETF in 2020 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 184 increasing their positions, 114 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+12
Holders Change %
+2.91%
% of All Funds
8.58%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.38%
New
54
Increased
184
Reduced
114
Closed
40
Calls
–
Puts
$421K
Net Calls
-$421K
Net Calls Change
-$525K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$34.8M
2
HCM
Hilton Capital Management
New York
+$21.5M
3
Morgan Stanley
Morgan Stanley
New York
+$16.9M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$15.7M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$15.3M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$29.7M
2
Truist Financial
Truist Financial
North Carolina
-$8.16M
3
AA
Apriem Advisors
California
-$6.08M
4
I
INVST
Indiana
-$6.02M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$4.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FI
226
Financial Insights
Washington
$439K +$429K +29,118 +4,160%
SIM
227
Stratos Investment Management
Ohio
$436K -$10.1K -688 -2%
Neuberger Berman Group
228
Neuberger Berman Group
New York
$430K +$170K +11,550 +66%
QIM
229
Quest Investment Management
Oregon
$425K – – –
PPP
230
Private Portfolio Partners
New Jersey
$424K +$123K +8,340 +41%
CAN
231
Claraphi Advisory Network
United States
$422K -$103K -6,987 -20%
JF
232
JSF Financial
California
$422K -$92.4K -6,273 -18%
AWA
233
Arete Wealth Advisors
Illinois
$413K +$49K +3,297 +13%
MAP
234
Milestone Advisory Partners
North Carolina
$406K – – –
CAPTRUST Financial Advisors
235
CAPTRUST Financial Advisors
North Carolina
$405K -$3.95K -266 -1%
Citigroup
236
Citigroup
New York
$404K -$45K -3,058 -10%
SAM
237
SignalPoint Asset Management
Missouri
$404K – – –
SBIA
238
Sheaff Brock Investment Advisors
Indiana
$399K +$29K +1,966 +8%
MA
239
MUFG Americas
New York
$396K – – –
PIA
240
Pinion Investment Advisors
Kansas
$391K – – –
WP
241
WealthShield Partners
North Carolina
$390K – – –
NEAM
242
New England Asset Management
Connecticut
$389K – – –
LF
243
Lantz Financial
Illinois
$384K – – –
SG
244
StoneX Group
New York
$381K +$119K +8,043 +45%
SAG
245
Spotlight Asset Group
Illinois
$371K -$58.6K -3,983 -14%
HIA
246
Harbor Investment Advisory
Maryland
$369K – – –
JPMorgan Chase & Co
247
JPMorgan Chase & Co
New York
$364K +$189K +12,741 +108%
CA
248
Cetera Advisors
Colorado
$363K -$66.3K -4,507 -15%
MFS
249
Madrona Financial Services
Washington
$361K -$41.9K -2,847 -10%
SHA
250
Seneca House Advisors
Virginia
$350K -$988 -67 -0.3%
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