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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 %
LNC
251
Lincoln National Corp
Pennsylvania
$310K +$61.5K +4,357 +25%
CIA
252
Capital Investment Advisors
Georgia
$304K -$32.4K -2,292 -10%
GPA
253
Guidance Point Advisors
Massachusetts
$304K +$1.6K +113 +0.5%
CG
254
Colony Group
Massachusetts
$300K -$10.1M -711,484 -97%
FCA
255
FLC Capital Advisors
California
$300K -$87.6K -6,160 -23%
NFG
256
Nations Financial Group
Iowa
$300K +$23K +1,631 +8%
PFS
257
Prospera Financial Services
Texas
$298K +$298K +21,136 New
PPP
258
Private Portfolio Partners
New Jersey
$289K -$12.1K -859 -4%
PFC
259
Phocas Financial Corp
California
$289K -$269K – –
CCA
260
Checchi Capital Advisers
California
$288K +$288K +20,430 New
CIBC Private Wealth Group
261
CIBC Private Wealth Group
Georgia
$281K -$3.05M -216,302 -92%
CPO
262
Cerity Partners OCIO
New York
$280K +$280K +19,803 New
RTS
263
Round Table Services
New Jersey
$277K – – –
MIAN
264
Mariner Independent Advisor Network
Kansas
$274K -$216K -15,255 -44%
NSIM
265
North Star Investment Management
Illinois
$272K +$1.8K +127 +0.7%
FAAS
266
First Allied Advisory Services
California
$262K +$45.8K +3,242 +21%
BC
267
Barnett & Company
Tennessee
$260K -$242K -17,109 -48%
SWM
268
SeaCrest Wealth Management
New York
$260K -$35.9K -2,539 -12%
HIM
269
Hillsdale Investment Management
Ontario, Canada
$260K – – –
SG
270
StoneX Group
New York
$252K -$11.6K -821 -4%
Neuberger Berman Group
271
Neuberger Berman Group
New York
$249K – – –
BC
272
Burney Company
Virginia
$249K +$8.25K +583 +3%
TWA
273
TCI Wealth Advisors
Arizona
$248K -$282 -20 -0.1%
AFC
274
AFT Forsyth & Company
Florida
$248K – – –
WIA
275
World Investment Advisors
California
$243K -$7.84K -531 -3%
9 10
11
12 13