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Invesco Preferred ETF
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Overview Fund Activity

489 hedge funds and large institutions have $3.02B invested in Invesco Preferred ETF in 2020 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 202 increasing their positions, 107 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
489
Holders Change
+65
Holders Change %
+15.33%
% of All Funds
8.68%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.3%
New
107
Increased
202
Reduced
107
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$53.7M
2
Bank of America
2
Bank of America
North Carolina
$687M
3
Cohen & Steers
3
Cohen & Steers
New York
$31.3M
4
LPL Financial
4
LPL Financial
California
$85.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$190M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$107M
2
HI
2
Horizon Investments
North Carolina
$0
3
HCM
3
Hilton Capital Management
New York
$36M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$0
5
PI
5
PFS Investments
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFS
251
Founders Financial Securities
Maryland
$511K +$275 +18 +0.1%
SG
252
StoneX Group
New York
$504K +$109K +7,166 +28%
CIAS
253
Capital Investment Advisory Services
North Carolina
$497K +$4.18K +274 +0.8%
MIAN
254
Mariner Independent Advisor Network
Kansas
$496K +$195K +12,767 +65%
PA
255
Pinnacle Associates
New York
$491K -$51.8K -3,395 -10%
Neuberger Berman Group
256
Neuberger Berman Group
New York
$484K +$38.5K +2,520 +9%
DWMG
257
DB Wealth Management Group
California
$483K +$483K +31,681 New
AAM
258
Autus Asset Management
Arizona
$477K -$5.73K -375 -1%
CAG
259
Csenge Advisory Group
Florida
$476K +$9.97K +653 +2%
AWA
260
Arete Wealth Advisors
Illinois
$471K +$48.1K +3,164 +11%
IF
261
Intrua Financial
Texas
$467K +$12.6K +827 +3%
CAN
262
Claraphi Advisory Network
United States
$466K +$28.1K +1,840 +6%
AF
263
Allworth Financial
California
$465K -$10.9K -715 -2%
1IA
264
1834 Investment Advisors
Wisconsin
$458K +$202K +13,200 +79%
SWM
265
SeaCrest Wealth Management
New York
$448K -$215K -14,067 -32%
PGAM
266
Princeton Global Asset Management
New Jersey
$446K +$213K +13,958 +92%
JF
267
JSF Financial
California
$443K +$5.83K +382 +1%
PPP
268
Private Portfolio Partners
New Jersey
$440K +$397 +26 +0.1%
SIM
269
Stratos Investment Management
Ohio
$437K -$15.3K -1,000 -3%
DC
270
Davenport & Co
Virginia
$436K +$436K +28,602 New
LNC
271
Lincoln National Corp
Pennsylvania
$431K +$119K +7,802 +38%
IWS
272
Insight Wealth Strategies
California
$425K -$53K -3,474 -11%
PIA
273
Pinion Investment Advisors
Kansas
$424K +$1.74K +114 +0.4%
SBIA
274
Sheaff Brock Investment Advisors
Indiana
$422K +$8.28K +542 +2%
MAP
275
Milestone Advisory Partners
North Carolina
$421K – – –
9 10
11
12 13