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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 %
KFC
251
Klingenstein Fields & Co
New York
$342K – – –
QCIG
252
Quad-Cities Investment Group
Iowa
$339K -$30.6K -2,075 -8%
FAAS
253
First Allied Advisory Services
California
$334K +$60.9K +4,137 +22%
NFG
254
Nations Financial Group
Iowa
$331K +$18.2K +1,238 +6%
Mirae Asset Global Investments
255
Mirae Asset Global Investments
South Korea
$330K -$164K -11,100 -33%
IWP
256
Insight Wealth Partners
Texas
$328K – – –
DAS
257
Dynamic Advisor Solutions
Arizona
$323K -$30.7K -2,089 -9%
CFO
258
CVA Family Office
Colorado
$323K +$218K +14,840 +209%
JGIA
259
Jackson Grant Investment Advisers
Connecticut
$323K +$323K +21,905 New
CIA
260
Capital Investment Advisors
Georgia
$319K +$2.04K +138 +0.6%
FCA
261
FLC Capital Advisors
California
$314K – – –
CG
262
Colony Group
Massachusetts
$312K – – –
APP
263
Avantax Planning Partners
Iowa
$307K -$23K -1,562 -7%
PFS
264
Prospera Financial Services
Texas
$307K -$4K -272 -1%
IRC
265
Investors Research Corp
Georgia
$304K +$304K +20,610 New
IWM
266
IHT Wealth Management
Illinois
$302K +$92.7K +6,291 +44%
LNC
267
Lincoln National Corp
Pennsylvania
$301K -$22.1K -1,502 -7%
PFC
268
Phocas Financial Corp
California
$301K -$289K – –
BOPW
269
Brandywine Oak Private Wealth
Pennsylvania
$301K +$86.1K +5,859 +40%
NDSI
270
Newman Dignan & Sheerar Inc
Rhode Island
$300K +$300K +20,340 New
TP
271
Tranquility Partners
Tennessee
$297K +$53.5K +3,632 +22%
CPO
272
Cerity Partners OCIO
New York
$294K +$2.72K +185 +0.9%
NCM
273
Narwhal Capital Management
Georgia
$291K -$486K -33,000 -63%
MIAN
274
Mariner Independent Advisor Network
Kansas
$291K +$6.27K +426 +2%
RTS
275
Round Table Services
New Jersey
$289K – – –
9 10
11
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