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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 %
DP
301
Dearborn Partners
Illinois
$152K -$3.27K -248 -2%
PWMAG
302
Pinnacle Wealth Management Advisory Group
New Jersey
$151K +$6.31K +480 +4%
PMG
303
ProVise Management Group
Florida
$150K -$5.64K -427 -4%
DBT
304
Dubuque Bank & Trust
Iowa
$150K – – –
CIAS
305
Capital Investment Advisory Services
North Carolina
$149K +$1.32K +100 +0.9%
WP
306
WealthSource Partners
California
$147K -$159K -12,092 -52%
MCWS
307
McKinley Carter Wealth Services
West Virginia
$147K +$1.08K +82 +0.7%
RG
308
Rathbones Group
United Kingdom
$145K – – –
HCM
309
Highlander Capital Management
New Jersey
$145K +$13.2K +1,000 +10%
PGAM
310
Princeton Global Asset Management
New Jersey
$141K – – –
PSUF
311
People's United Financial
Connecticut
$136K -$35.9K -2,720 -21%
CFS
312
CRA Financial Services
New Jersey
$132K -$3.3K -250 -2%
CBB
313
Citizens Business Bank
California
$132K – – –
FAIM
314
Financial Advocates Investment Management
Washington
$132K +$132K +10,021 New
CAGAS
315
Capital Advisory Group Advisory Services
Minnesota
$130K -$275K -20,831 -68%
BAM
316
Bellevue Asset Management
Washington
$128K -$7.46K -535 -6%
SFPG
317
Stonebridge Financial Planning Group
Florida
$121K – – –
CFN
318
Cordasco Financial Network
Florida
$116K – – –
BAM
319
Belpointe Asset Management
Nevada
$115K +$115K +8,769 New
PFGIA
320
Patriot Financial Group Insurance Agency
Massachusetts
$112K -$35.5K -2,700 -24%
NFG
321
Next Financial Group
Texas
$112K -$12.2K -933 -10%
CHA
322
Carmichael Hill & Associates
Maryland
$112K – – –
CAC
323
Certified Advisory Corp
Florida
$110K -$34.9K -2,639 -24%
BFEC
324
Benjamin F. Edwards & Company
Missouri
$109K -$23.5K -1,783 -18%
BWM
325
BerganKDV Wealth Management
Minnesota
$108K +$60.1K +4,573 +126%
11 12
13
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