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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 %
Mariner
276
Mariner
Kansas
$416K +$416K +27,736 New
MAP
277
Milestone Advisory Partners
North Carolina
$414K – – –
BWM
278
BCS Wealth Management
Tennessee
$413K -$1.05M -69,746 -72%
SAM
279
SignalPoint Asset Management
Missouri
$411K – – –
FF
280
Friedenthal Financial
New Jersey
$406K +$24K +1,599 +6%
PGAM
281
Princeton Global Asset Management
New Jersey
$401K -$36.6K -2,440 -8%
NAG
282
Northstar Advisory Group
New Jersey
$396K +$75.1K +5,010 +23%
Millennium Management
283
Millennium Management
New York
$393K +$146K +9,752 +59%
IWS
284
Insight Wealth Strategies
California
$391K -$26.7K -1,778 -6%
LF
285
Lantz Financial
Illinois
$391K – – –
PPWP
286
Proquility Private Wealth Partners
Nevada
$385K -$4.41K -294 -1%
GCA
287
Greenwood Capital Associates
South Carolina
$379K -$523K -34,886 -58%
QCIG
288
Quad-Cities Investment Group
Iowa
$379K +$3.5K +233 +0.9%
SWM
289
SeaCrest Wealth Management
New York
$374K -$65.8K -4,389 -15%
KFS
290
Kaizen Financial Strategies
California
$368K -$36.4K -2,429 -9%
OPWM
291
Oxinas Partners Wealth Management
Indiana
$365K -$4.46M -297,690 -92%
AFC
292
AFT Forsyth & Company
Florida
$365K – – –
TNB
293
TCF National Bank
South Dakota
$365K +$27.2K +1,811 +8%
AFP
294
Ausdal Financial Partners
Iowa
$365K +$84.8K +5,653 +30%
SHA
295
Seneca House Advisors
Virginia
$364K +$3.79K +253 +1%
PFT
296
Providence First Trust
Arizona
$350K -$25.5K -1,700 -7%
BC
297
Burney Company
Virginia
$350K +$44.4K +2,957 +15%
SRC
298
Shufro Rose & Co
New York
$349K +$349K +23,255 New
KFC
299
Klingenstein Fields & Co
New York
$348K – – –
Citadel Advisors
300
Citadel Advisors
Florida
$347K -$290K -19,368 -46%
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