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Invesco Preferred ETF
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Overview Fund Activity

502 hedge funds and large institutions have $3.43B invested in Invesco Preferred ETF in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 223 increasing their positions, 133 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
–
Holders Change %
0%
% of All Funds
8.82%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
37
Increased
223
Reduced
133
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HNB
Huntington National Bank
Ohio
+$47.9M
2
Bank of America
Bank of America
North Carolina
+$38.6M
3
AF
Allworth Financial
California
+$17.8M
4
CAM
Cresset Asset Management
Illinois
+$14.8M
5
Creative Planning
Creative Planning
Kansas
+$11.7M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$17.7M
2
Renaissance Technologies
Renaissance Technologies
New York
-$11.3M
3
AP
Advisors Preferred
Maryland
-$11M
4
HA
Harfst & Associates
Wyoming
-$7.14M
5
WP
WealthPLAN Partners
Nebraska
-$6.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
251
Prudential plc
United Kingdom
$601K – – –
CK
252
Cohen Klingenstein
New York
$601K – – –
AIC
253
Argus Investors Counsel
New York
$600K +$41.4K +2,755 +7%
ASN
254
Advisory Services Network
Georgia
$593K +$319K +21,206 +116%
CIAS
255
Capital Investment Advisory Services
North Carolina
$589K +$101K +6,693 +21%
LSA
256
Lion Street Advisors
Texas
$571K +$571K +37,993 New
1IA
257
1834 Investment Advisors
Wisconsin
$570K – – –
SBIA
258
Sheaff Brock Investment Advisors
Indiana
$563K +$70.2K +4,666 +14%
OPA
259
Old Port Advisors
Maine
$563K +$120K +8,080 +27%
HIA
260
Harbor Investment Advisory
Maryland
$562K – – –
FFS
261
Founders Financial Securities
Maryland
$559K +$39.8K +2,650 +8%
AAM
262
Autus Asset Management
Arizona
$558K -$21K -1,396 -4%
IF
263
Intrua Financial
Texas
$558K +$15.2K +1,008 +3%
PPWP
264
Proquility Private Wealth Partners
Nevada
$551K +$85K +5,654 +18%
EWM
265
Executive Wealth Management
Michigan
$535K -$15.9K -1,059 -3%
Susquehanna International Group
266
Susquehanna International Group
Pennsylvania
$530K +$136K +9,073 +35%
FWM
267
Frontier Wealth Management
Missouri
$526K -$15.6K -1,035 -3%
CIC
268
Carnegie Investment Counsel
Ohio
$526K +$362K +24,100 +221%
JGIA
269
Jackson Grant Investment Advisers
Connecticut
$525K +$4.14K +275 +0.8%
SSWM
270
Sheets Smith Wealth Management
North Carolina
$514K -$3.01K -200 -0.6%
MFS
271
Madrona Financial Services
Washington
$513K +$171K +11,390 +50%
Bank of New York Mellon
272
Bank of New York Mellon
New York
$510K +$80.8K +5,375 +19%
CCB
273
Cutter & Co Brokerage
Missouri
$505K -$14.1K -938 -3%
APP
274
Avantax Planning Partners
Iowa
$504K -$4.34K -289 -0.9%
PFC
275
Phocas Financial Corp
California
$496K – – –
9 10
11
12 13