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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
$35.4M
2
HCM
Hilton Capital Management
New York
$34.1M
3
UBS Group
UBS Group
Switzerland
$90.4M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$27.2M
5
CAM
Cresset Asset Management
Illinois
$18.3M

Top Sellers

1
SS
Sunbelt Securities
Texas
$373K
2
HNB
Huntington National Bank
Ohio
$29.7M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$0
4
Bank of America
Bank of America
North Carolina
$571M
5
CG
Colony Group
Massachusetts
$300K
Name Holding Trade Value Shares
Change 		Shares
Change %
DP
301
Dearborn Partners
Illinois
$183K +$19.8K +1,400 +12%
VVP
302
Venture Visionary Partners
Ohio
$180K -$68.6K -4,881 -28%
MWA
303
MFA Wealth Advisors
Pennsylvania
$174K +$174K +12,340 New
VSWA
304
Vontobel Swiss Wealth Advisors
Switzerland
$174K +$174K +12,300 New
BCM
305
Brookstone Capital Management
Illinois
$172K -$7.41M -524,583 -98%
MC
306
Moors & Cabot
Massachusetts
$172K +$1.57K +111 +0.9%
IA
307
IndexIQ Advisors
New York
$171K -$2.93M -207,172 -94%
MCWS
308
McKinley Carter Wealth Services
West Virginia
$170K +$12.6K +898 +8%
JPMorgan Chase & Co
309
JPMorgan Chase & Co
New York
$167K +$2.54K +180 +2%
TFGT
310
TS Financial Group (TSFG)
Illinois
$167K +$164K +11,613 +5,530%
SW
311
SkyOak Wealth
Michigan
$165K – – –
IWC
312
Integrated Wealth Concepts
Massachusetts
$164K -$64.3K -4,543 -28%
DBT
313
Dubuque Bank & Trust
Iowa
$161K – – –
PWMAG
314
Pinnacle Wealth Management Advisory Group
New Jersey
$159K -$2.82K -200 -2%
PMG
315
ProVise Management Group
Florida
$159K -$1.44K -102 -0.9%
WP
316
WealthSource Partners
California
$158K – – –
FAIM
317
Financial Advocates Investment Management
Washington
$156K +$14.2K +1,000 +10%
RG
318
Rathbones Group
United Kingdom
$155K – – –
RWA
319
Ropes Wealth Advisors
Massachusetts
$155K +$155K +10,976 New
MGIA
320
Moneta Group Investment Advisors
Missouri
$154K -$610K -43,196 -80%
CHA
321
Carmichael Hill & Associates
Maryland
$154K +$33.4K +2,357 +28%
BWM
322
Biltmore Wealth Management
Arizona
$153K -$3.3M -250,634 -96%
JSL
323
JT Stratford LLC
Georgia
$152K +$152K +10,770 New
PGAM
324
Princeton Global Asset Management
New Jersey
$151K +$127 +9 +0.1%
NFG
325
Next Financial Group
Texas
$151K +$30.2K +2,131 +25%
11 12
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