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Invesco Preferred ETF
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Overview Fund Activity

412 hedge funds and large institutions have $2.35B invested in Invesco Preferred ETF in 2020 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 146 increasing their positions, 130 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
+10
Holders Change %
+2.49%
% of All Funds
8.47%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.39%
New
61
Increased
146
Reduced
130
Closed
46
Calls
$395K
Puts
$291K
Net Calls
+$104K
Net Calls Change
+$116K

Top Buyers

1
HI
Horizon Investments
North Carolina
+$35.1M
2
HCM
Hilton Capital Management
New York
+$33.7M
3
UBS Group
UBS Group
Switzerland
+$26.5M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$21.7M
5
CAM
Cresset Asset Management
Illinois
+$18.3M

Top Sellers

1
SS
Sunbelt Securities
Texas
-$69.6M
2
HNB
Huntington National Bank
Ohio
-$28.1M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$18.8M
4
Bank of America
Bank of America
North Carolina
-$10.2M
5
CG
Colony Group
Massachusetts
-$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCM
276
Quest Capital Management
Texas
$243K – – –
CWS
277
Cypress Wealth Services
California
$240K -$18.1K -1,285 -7%
SF
278
Synovus Financial
Georgia
$235K -$45.2K -3,211 -16%
TP
279
Tranquility Partners
Tennessee
$233K +$2.37K +168 +1%
RWM
280
RBA Wealth Management
California
$230K +$2.58K +183 +1%
AFP
281
Ausdal Financial Partners
Iowa
$230K +$12K +847 +5%
ASN
282
Advisory Services Network
Georgia
$226K +$7.1K +503 +3%
MGIA
283
Matthew Goff Investment Advisor
Texas
$215K – – –
FHA
284
Flagship Harbor Advisors
Massachusetts
$214K -$96.3K -6,853 -31%
GG
285
GenWealth Group
New Jersey
$214K – – –
WS
286
Wedbush Securities
California
$210K -$23.9K -1,690 -10%
EIP
287
Ellis Investment Partners
Pennsylvania
$210K +$210K +14,879 New
LP
288
LGL Partners
Pennsylvania
$208K +$2.73K +194 +1%
Carson Wealth (CWM LLC)
289
Carson Wealth (CWM LLC)
Nebraska
$207K – – –
BOPW
290
Brandywine Oak Private Wealth
Pennsylvania
$206K -$4.35K -309 -2%
CAG
291
Curtis Advisory Group
California
$202K +$202K +14,278 New
IWM
292
IHT Wealth Management
Illinois
$201K -$158K -11,168 -44%
TC
293
TownSquare Capital
Utah
$198K -$69.1K -4,856 -26%
IA
294
IFG Advisory
Georgia
$198K -$20.4K -1,449 -9%
LBC
295
Lowe Brockenbrough & Co
Virginia
$196K – – –
HCM
296
Highlander Capital Management
New Jersey
$191K +$35.3K +2,500 +23%
WCG
297
Weaver Consulting Group
California
$188K – – –
GHA
298
GW Henssler & Associates
Georgia
$186K – – –
CAL
299
Capital Advisors Ltd
Ohio
$185K – – –
BAM
300
Barrett Asset Management
New York
$185K – – –
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