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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 %
APP
251
Avantax Planning Partners
Iowa
$510K -$1.49K -99 -0.3%
CIAS
252
Capital Investment Advisory Services
North Carolina
$510K +$22K +1,465 +5%
EWM
253
Executive Wealth Management
Michigan
$509K +$215K +14,345 +73%
NC
254
NewSquare Capital
Pennsylvania
$506K -$21.4K -1,425 -4%
1IA
255
1834 Investment Advisors
Wisconsin
$500K +$49.6K +3,300 +11%
WWM
256
Western Wealth Management
Colorado
$495K -$137K -9,120 -22%
PFC
257
Phocas Financial Corp
California
$495K +$495K +33,030 New
CAN
258
Claraphi Advisory Network
United States
$491K +$32.9K +2,190 +7%
MIAN
259
Mariner Independent Advisor Network
Kansas
$488K – – –
IA
260
IndexIQ Advisors
New York
$488K +$385K +25,644 +373%
HA
261
Harfst & Associates
Wyoming
$487K +$487K +32,500 New
SBIA
262
Sheaff Brock Investment Advisors
Indiana
$482K +$67.8K +4,522 +16%
DWMG
263
DB Wealth Management Group
California
$470K -$5.1K -340 -1%
APW
264
Aurora Private Wealth
New Jersey
$468K -$76.3K -5,085 -14%
CSPIA
265
Cary Street Partners Investment Advisory
Virginia
$465K -$107K -7,106 -19%
AF
266
Allworth Financial
California
$459K +$2.01K +134 +0.4%
LNC
267
Lincoln National Corp
Pennsylvania
$456K +$31.9K +2,126 +8%
PA
268
Pinnacle Associates
New York
$440K -$42.7K -2,847 -9%
SIM
269
Stratos Investment Management
Ohio
$440K +$10.3K +689 +2%
PPP
270
Private Portfolio Partners
New Jersey
$436K +$3.87K +258 +0.9%
HIA
271
Harbor Investment Advisory
Maryland
$434K +$51.8K +3,447 +14%
CAG
272
Csenge Advisory Group
Florida
$428K -$42.9K -2,843 -9%
Citigroup
273
Citigroup
New York
$425K +$71.3K +4,759 +20%
AWA
274
Arete Wealth Advisors
Illinois
$424K -$40.5K -2,700 -9%
Bank of New York Mellon
275
Bank of New York Mellon
New York
$423K -$949K -63,231 -69%
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