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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 %
NSIM
251
North Star Investment Management
Illinois
$252K +$1.64K +124 +0.7%
SG
252
StoneX Group
New York
$245K +$1.47K +112 +0.6%
HIM
253
Hillsdale Investment Management
Ontario, Canada
$242K -$65.8K -5,000 -21%
CWS
254
Cypress Wealth Services
California
$241K -$47.2K -3,587 -16%
MA
255
MUFG Americas
New York
$240K +$229K +17,470 +2,178%
HI
256
Horizon Investments
North Carolina
$233K -$10M -762,289 -98%
Neuberger Berman Group
257
Neuberger Berman Group
New York
$232K -$155K -11,780 -40%
VVP
258
Venture Visionary Partners
Ohio
$232K -$3.53K -269 -1%
TWA
259
TCI Wealth Advisors
Arizona
$232K +$229K +17,404 +8,925%
AFC
260
AFT Forsyth & Company
Florida
$231K -$156K -11,850 -40%
LNC
261
Lincoln National Corp
Pennsylvania
$231K +$231K +17,596 New
CF
262
Centaurus Financial
California
$230K -$732K -55,625 -76%
SCP
263
Shorepoint Capital Partners
Massachusetts
$227K -$4.12M -313,428 -95%
QCM
264
Quest Capital Management
Texas
$227K +$227K +17,230 New
BC
265
Burney Company
Virginia
$224K +$30.1K +2,288 +16%
IC
266
Intersect Capital
California
$224K +$52.7K +4,000 +31%
WIA
267
World Investment Advisors
California
$223K +$6.97K +531 +3%
Millennium Management
268
Millennium Management
New York
$220K +$46.7K +3,554 +27%
AWA
269
Arete Wealth Advisors
Illinois
$218K -$195K -14,854 -47%
WS
270
Wedbush Securities
California
$218K +$32.7K +2,482 +18%
TP
271
Tranquility Partners
Tennessee
$215K +$1.85K +141 +0.9%
AFP
272
Ausdal Financial Partners
Iowa
$214K +$9.57K +691 +5%
IWC
273
Integrated Wealth Concepts
Massachusetts
$212K -$495K -37,685 -70%
RWM
274
RBA Wealth Management
California
$212K -$8.58K -652 -4%
SHA
275
Seneca House Advisors
Virginia
$211K +$50.1K +3,800 +31%
9 10
11
12 13