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Invesco Preferred ETF
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Overview Fund Activity

424 hedge funds and large institutions have $2.71B invested in Invesco Preferred ETF in 2020 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 184 increasing their positions, 114 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+12
Holders Change %
+2.91%
% of All Funds
8.58%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.38%
New
54
Increased
184
Reduced
114
Closed
40
Calls
–
Puts
$421K
Net Calls
-$421K
Net Calls Change
-$525K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$34.8M
2
HCM
Hilton Capital Management
New York
+$21.5M
3
Morgan Stanley
Morgan Stanley
New York
+$16.9M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$15.7M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$15.3M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$29.7M
2
Truist Financial
Truist Financial
North Carolina
-$8.16M
3
AA
Apriem Advisors
California
-$6.08M
4
I
INVST
Indiana
-$6.02M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$4.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
276
North Star Investment Management
Illinois
$285K +$1.83K +124 +0.6%
AFP
277
Ausdal Financial Partners
Iowa
$280K +$39.7K +2,693 +17%
CL
278
CIM LLC
New York
$275K +$275K +18,550 New
ASN
279
Advisory Services Network
Georgia
$273K +$36.9K +2,505 +16%
HIM
280
Hillsdale Investment Management
Ontario, Canada
$271K – – –
AFC
281
AFT Forsyth & Company
Florida
$259K – – –
TWA
282
TCI Wealth Advisors
Arizona
$259K – – –
WIA
283
World Investment Advisors
California
$258K +$15.6K +1,061 +6%
QCM
284
Quest Capital Management
Texas
$254K – – –
RWM
285
RBA Wealth Management
California
$249K +$9.34K +635 +4%
1IA
286
1834 Investment Advisors
Wisconsin
$247K +$247K +16,800 New
SF
287
Synovus Financial
Georgia
$245K -$324 -22 -0.1%
GPA
288
Guidance Point Advisors
Massachusetts
$240K -$76.1K -5,184 -24%
BC
289
Burney Company
Virginia
$235K -$24.4K -1,655 -9%
WS
290
Wedbush Securities
California
$230K +$10.9K +740 +5%
MGIA
291
Matthew Goff Investment Advisor
Texas
$225K – – –
GG
292
GenWealth Group
New Jersey
$225K – – –
MWA
293
MFA Wealth Advisors
Pennsylvania
$225K +$43.3K +2,941 +24%
PGAM
294
Princeton Global Asset Management
New Jersey
$224K +$66.7K +4,539 +42%
EIP
295
Ellis Investment Partners
Pennsylvania
$221K +$2.8K +191 +1%
LP
296
LGL Partners
Pennsylvania
$220K +$2.78K +189 +1%
RF
297
RHS Financial
California
$212K +$212K +14,413 New
FAIM
298
Financial Advocates Investment Management
Washington
$209K +$46.6K +3,159 +29%
MAM
299
Meeder Asset Management
Ohio
$209K +$209K +14,173 New
Carson Wealth (CWM LLC)
300
Carson Wealth (CWM LLC)
Nebraska
$207K – – –
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