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Invesco Preferred ETF
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Overview Fund Activity

503 hedge funds and large institutions have $3.08B invested in Invesco Preferred ETF in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 203 increasing their positions, 146 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+14
Holders Change %
+2.86%
% of All Funds
8.86%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.23%
New
71
Increased
203
Reduced
146
Closed
53
Calls
$206K
Puts
$201K
Net Calls
+$5K
Net Calls Change
+$5K

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$116M
2
Bank of America
Bank of America
North Carolina
$724M
3
AA
Advisory Alpha
Michigan
$25.9M
4
LPL Financial
LPL Financial
California
$104M
5
HI
Horizon Investments
North Carolina
$18M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$109M
2
Charles Schwab
Charles Schwab
California
$0
3
Cohen & Steers
Cohen & Steers
New York
$0
4
HCM
Hilton Capital Management
New York
$4.57M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$10M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAAS
226
Capital Asset Advisory Services
Michigan
$635K -$883K -58,896 -58%
JF
227
JSF Financial
California
$631K +$196K +13,056 +45%
SFS
228
Sowell Financial Services
Arkansas
$630K -$16K -1,066 -2%
CA
229
Cetera Advisors
Colorado
$622K +$7.24K +483 +1%
CFA
230
Camarda Financial Advisors
Florida
$615K -$105K -7,033 -15%
BAAM
231
Baker Avenue Asset Management
California
$610K – – –
PP
232
Prudential plc
United Kingdom
$600K -$300K -20,000 -33%
FMC
233
First Merchants Corp
Indiana
$600K – – –
CK
234
Cohen Klingenstein
New York
$600K – – –
SSWM
235
Sheets Smith Wealth Management
North Carolina
$593K -$2.52M -168,288 -81%
CAC
236
Certified Advisory Corp
Florida
$587K +$587K +39,106 New
MAFM
237
Mid Atlantic Financial Management
Pennsylvania
$584K -$9.86K -657 -2%
AAM
238
Autus Asset Management
Arizona
$572K +$104K +6,950 +22%
OFA
239
Oak Family Advisors
Illinois
$565K +$4.88K +325 +0.9%
AIC
240
Argus Investors Counsel
New York
$557K +$354K +23,600 +174%
FWM
241
Frontier Wealth Management
Missouri
$541K -$82.7K -5,511 -13%
BA
242
Bluesphere Advisors
Pennsylvania
$541K +$946 +63 +0.2%
SXL
243
Summit X LLC
Missouri
$540K -$24K -1,605 -4%
SG
244
StoneX Group
New York
$537K +$41.2K +2,744 +8%
US Bancorp
245
US Bancorp
Minnesota
$534K +$13.5K +897 +3%
CCB
246
Cutter & Co Brokerage
Missouri
$530K -$52.9K -3,526 -9%
PIA
247
Pinion Investment Advisors
Kansas
$522K +$105K +7,010 +25%
IF
248
Intrua Financial
Texas
$515K +$52.7K +3,493 +11%
JGIA
249
Jackson Grant Investment Advisers
Connecticut
$514K +$181K +12,071 +54%
TWM
250
Tradition Wealth Management
Minnesota
$511K -$16.8K -1,119 -3%
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