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Invesco Preferred ETF
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Overview Fund Activity

402 hedge funds and large institutions have $2.15B invested in Invesco Preferred ETF in 2020 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 154 increasing their positions, 133 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
402
Holders Change
-13
Holders Change %
-3.13%
% of All Funds
8.88%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.46%
New
52
Increased
154
Reduced
133
Closed
56
Calls
–
Puts
$12K
Net Calls
-$12K
Net Calls Change
-$12K

Top Buyers

1
SS
Sunbelt Securities
Texas
+$69.5M
2
Wells Fargo
Wells Fargo
California
+$36.9M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$18.8M
4
WP
WealthPLAN Partners
Nebraska
+$13.6M
5
Prudential Financial
Prudential Financial
New Jersey
+$9.34M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$41.9M
2
HNB
Huntington National Bank
Ohio
-$33.5M
3
HighTower Advisors
HighTower Advisors
Illinois
-$18.2M
4
EWM
Edge Wealth Management
New York
-$17.9M
5
JIP
JBJ Investment Partners
South Carolina
-$16.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
$207K – – –
ASN
277
Advisory Services Network
Georgia
$204K -$160K -12,162 -44%
IA
278
IFG Advisory
Georgia
$203K -$2.23K -170 -1%
FAAS
279
First Allied Advisory Services
California
$202K +$2.77K +210 +1%
MGIA
280
Matthew Goff Investment Advisor
Texas
$201K -$10.1K -767 -5%
GG
281
GenWealth Group
New Jersey
$198K – – –
BOPW
282
Brandywine Oak Private Wealth
Pennsylvania
$196K +$196K +14,933 New
LP
283
LGL Partners
Pennsylvania
$192K -$986K -74,776 -84%
MWM
284
Meridian Wealth Management
Kentucky
$192K -$249 -19 -0.1%
BF
285
BOK Financial
Oklahoma
$192K +$1.59K +121 +0.8%
AB
286
Atlas Brown
Kentucky
$189K – – –
WANY
287
Wealthspire Advisors (New York)
New York
$188K +$188K +14,311 New
US Bancorp
288
US Bancorp
Minnesota
$187K +$25.5K +1,951 +16%
LBC
289
Lowe Brockenbrough & Co
Virginia
$183K +$5.27K +400 +3%
WAM
290
Wealthspire Advisors (Maryland)
Maryland
$182K +$182K +13,850 New
SC
291
Sepio Capital
Utah
$179K – – –
WCG
292
Weaver Consulting Group
California
$175K – – –
GHA
293
GW Henssler & Associates
Georgia
$174K – – –
CAL
294
Capital Advisors Ltd
Ohio
$173K – – –
BAM
295
Barrett Asset Management
New York
$172K – – –
AIC
296
Ameritas Investment Company
Nebraska
$172K +$86.7K +6,763 +102%
PWP
297
Principle Wealth Partners
Connecticut
$168K – – –
MC
298
Moors & Cabot
Massachusetts
$160K -$24.5K -1,848 -13%
SW
299
SkyOak Wealth
Michigan
$154K -$35K -2,655 -19%
JPMorgan Chase & Co
300
JPMorgan Chase & Co
New York
$154K +$21.6K +1,640 +16%
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