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Invesco Preferred ETF
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Overview Fund Activity

489 hedge funds and large institutions have $3.02B invested in Invesco Preferred ETF in 2020 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 202 increasing their positions, 107 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
489
Holders Change
+65
Holders Change %
+15.33%
% of All Funds
8.68%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.3%
New
107
Increased
202
Reduced
107
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$53.7M
2
Bank of America
2
Bank of America
North Carolina
$687M
3
Cohen & Steers
3
Cohen & Steers
New York
$31.3M
4
LPL Financial
4
LPL Financial
California
$85.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$190M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$107M
2
HI
2
Horizon Investments
North Carolina
$0
3
HCM
3
Hilton Capital Management
New York
$36M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$0
5
PI
5
PFS Investments
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
301
CVA Family Office
Colorado
$335K – – –
IWM
302
IHT Wealth Management
Illinois
$331K +$18.5K +1,215 +6%
CIA
303
Capital Investment Advisors
Georgia
$330K +$91 +6 +0%
PFS
304
Prospera Financial Services
Texas
$330K +$12.2K +800 +4%
MAM
305
Marquette Asset Management
Minnesota
$328K -$252K -16,513 -43%
NAG
306
Northstar Advisory Group
New Jersey
$327K +$327K +21,419 New
VVP
307
Venture Visionary Partners
Ohio
$326K +$148K +9,713 +83%
DAS
308
Dynamic Advisor Solutions
Arizona
$319K -$15.7K -1,032 -5%
FCA
309
FLC Capital Advisors
California
$314K -$7.63K -500 -2%
BOPW
310
Brandywine Oak Private Wealth
Pennsylvania
$314K +$2.15K +141 +0.7%
PFC
311
Phocas Financial Corp
California
$312K -$301K – –
TP
312
Tranquility Partners
Tennessee
$311K +$3.1K +203 +1%
BC
313
Burney Company
Virginia
$311K +$67.6K +4,427 +28%
CPO
314
Cerity Partners OCIO
New York
$308K +$2.76K +181 +0.9%
RF
315
RHS Financial
California
$301K +$81.3K +5,333 +37%
RA
316
Reby Advisors
Connecticut
$301K +$301K +19,704 New
RTS
317
Round Table Services
New Jersey
$299K – – –
EWM
318
Executive Wealth Management
Michigan
$299K +$299K +19,604 New
CF
319
Centaurus Financial
California
$298K +$298K +19,503 New
SC
320
Scotia Capital
Ontario, Canada
$297K -$2.83M -185,561 -91%
NSIM
321
North Star Investment Management
Illinois
$297K +$1.84K +121 +0.6%
MC
322
Moors & Cabot
Massachusetts
$289K +$102K +6,651 +54%
AFP
323
Ausdal Financial Partners
Iowa
$285K -$4.92K -322 -2%
HIM
324
Hillsdale Investment Management
Ontario, Canada
$281K – – –
MA
325
MUFG Americas
New York
$279K -$131K -8,605 -32%
11 12
13
14 15