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Invesco Preferred ETF
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Overview Fund Activity

415 hedge funds and large institutions have $2.45B invested in Invesco Preferred ETF in 2019 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 175 increasing their positions, 90 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+57
Holders Change %
+15.92%
% of All Funds
8.2%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.32%
New
87
Increased
175
Reduced
90
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$666M
2
Truist Financial
Truist Financial
North Carolina
$26.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$181M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$40.9M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$22.5M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$33.5M
2
Cohen & Steers
Cohen & Steers
New York
$1K
3
TLP
Trinity Legacy Partners
Texas
$0
4
Goldman Sachs
Goldman Sachs
New York
$4.32M
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFPG
326
Stonebridge Financial Planning Group
Florida
$135K +$135K +8,975 New
CFN
327
Cordasco Financial Network
Florida
$132K – – –
CAAS
328
Capital Asset Advisory Services
Michigan
$129K +$129K +8,464 New
CHA
329
Carmichael Hill & Associates
Maryland
$128K +$128K +8,521 New
BW
330
Bison Wealth
Georgia
$117K +$117K +7,801 New
AIC
331
Archer Investment Corporation
Indiana
$101K +$23.1K +1,540 +30%
DSC
332
Duncker Streett & Co
Missouri
$101K +$101K +6,700 New
AIC
333
Ameritas Investment Company
Nebraska
$100K +$2.24K +149 +2%
AA
334
Ancora Advisors
Ohio
$91K +$91K +6,051 New
CB
335
CNB Bank
Pennsylvania
$85K – – –
JPLA
336
Joseph P. Lucia & Associates
New York
$83K – – –
MWP
337
MYCIO Wealth Partners
Pennsylvania
$70K – – –
GI
338
Gradient Investments
Minnesota
$69K +$13.6K +910 +24%
BCA
339
Bray Capital Advisors
Florida
$67K – – –
EP
340
Eudaimonia Partners
Tennessee
$67K +$67K +4,465 New
RCA
341
Ranch Capital Advisors
Florida
$66K +$66K +4,410 New
PFSC
342
Peoples Financial Services Corp
Pennsylvania
$60K – – –
AA
343
AlphaMark Advisors
Kentucky
$60K +$60K +4,000 New
CFA
344
Carroll Financial Associates
North Carolina
$59K -$1.41K -95 -2%
BWM
345
BerganKDV Wealth Management
Minnesota
$55K +$151 +10 +0.3%
LWS
346
Lucia Wealth Services
California
$53K – – –
SA
347
SRH Advisors
Kansas
$53K – – –
JCM
348
Jacobi Capital Management
Pennsylvania
$51K -$1.48K -98 -3%
ME
349
McIlrath & Eck
Washington
$49K – – –
SAM
350
S.A. Mason
Michigan
$48K +$48K +3,210 New
12 13
14
15 16