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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 %
WS
301
Wedbush Securities
California
$346K +$105K +6,997 +44%
MFS
302
Madrona Financial Services
Washington
$339K -$16.7K -1,112 -5%
5L
303
55I LLC
Massachusetts
$338K +$338K +22,520 New
PFS
304
Prospera Financial Services
Texas
$336K +$11.7K +779 +4%
IWP
305
Insight Wealth Partners
Texas
$334K – – –
CFO
306
CVA Family Office
Colorado
$329K – – –
CIA
307
Capital Investment Advisors
Georgia
$326K +$1.07K +71 +0.3%
FI
308
Financial Insights
Washington
$325K -$42.6K -2,841 -12%
NDSI
309
Newman Dignan & Sheerar Inc
Rhode Island
$317K -$3.75K -250 -1%
MWA
310
MFA Wealth Advisors
Pennsylvania
$317K +$48K +3,242 +18%
LWP
311
Legacy Wealth Planning
Nevada
$315K -$33K -2,199 -9%
FCA
312
FLC Capital Advisors
California
$309K – – –
BOPW
313
Brandywine Oak Private Wealth
Pennsylvania
$309K – – –
CPO
314
Cerity Partners OCIO
New York
$305K +$2.79K +186 +0.9%
CHJWM
315
Carlton Hofferkamp & Jenks Wealth Management
Texas
$298K +$78.1K +5,170 +36%
RTS
316
Round Table Services
New Jersey
$294K – – –
NSIM
317
North Star Investment Management
Illinois
$294K +$1.86K +124 +0.6%
JWCA
318
J.W. Cole Advisors
Florida
$293K -$50.4K -3,361 -15%
NFG
319
Nations Financial Group
Iowa
$292K -$69.6K -4,640 -19%
SC
320
Scotia Capital
Ontario, Canada
$292K -$195 -13 -0.1%
CF
321
Centaurus Financial
California
$289K -$3.22K -215 -1%
MC
322
Moors & Cabot
Massachusetts
$288K +$3.85K +256 +1%
RCAG
323
Rehmann Capital Advisory Group
Michigan
$284K +$284K +18,954 New
TP
324
Tranquility Partners
Tennessee
$284K -$21.3K -1,423 -7%
BL
325
BCWM LLC
Kansas
$276K +$276K +18,405 New
11 12
13
14 15