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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 %
IA
301
IFG Advisory
Georgia
$207K +$822 +56 +0.4%
LBC
302
Lowe Brockenbrough & Co
Virginia
$205K – – –
TC
303
TownSquare Capital
Utah
$203K -$4.14K -278 -2%
ODCM
304
Old Dominion Capital Management
Virginia
$203K +$203K +13,795 New
DP
305
Dearborn Partners
Illinois
$201K +$10.3K +700 +5%
WCG
306
Weaver Consulting Group
California
$196K – – –
TFGT
307
TS Financial Group (TSFG)
Illinois
$195K +$20.5K +1,387 +12%
KPWS
308
Kestra Private Wealth Services
Texas
$195K +$195K +13,247 New
HF
309
HRT Financial
New York
$195K +$195K +13,285 New
GHA
310
GW Henssler & Associates
Georgia
$194K – – –
BAM
311
Barrett Asset Management
New York
$193K – – –
CAL
312
Capital Advisors Ltd
Ohio
$193K – – –
TNB
313
TCF National Bank
South Dakota
$191K +$191K +12,957 New
PAS
314
Partnervest Advisory Services
California
$183K -$279K -18,982 -60%
MC
315
Moors & Cabot
Massachusetts
$181K +$1.03K +70 +0.6%
MCWS
316
McKinley Carter Wealth Services
West Virginia
$179K +$1.27K +86 +0.7%
Northern Trust
317
Northern Trust
Illinois
$179K +$179K +12,149 New
FUBT
318
First United Bank & Trust
Maryland
$175K +$18.6K +1,260 +12%
VVP
319
Venture Visionary Partners
Ohio
$172K -$16.2K -1,100 -9%
DBT
320
Dubuque Bank & Trust
Iowa
$168K – – –
CHA
321
Carmichael Hill & Associates
Maryland
$168K +$8.16K +555 +5%
CHJWM
322
Carlton Hofferkamp & Jenks Wealth Management
Texas
$168K +$168K +11,200 New
I
323
INVST
Indiana
$166K -$6.02M -405,287 -97%
PWMAG
324
Pinnacle Wealth Management Advisory Group
New Jersey
$162K -$4.43K -300 -3%
RG
325
Rathbones Group
United Kingdom
$162K – – –
11 12
13
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