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Invesco Preferred ETF
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Overview Fund Activity

402 hedge funds and large institutions have $2.15B invested in Invesco Preferred ETF in 2020 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 154 increasing their positions, 133 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
402
Holders Change
-13
Holders Change %
-3.13%
% of All Funds
8.88%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.46%
New
52
Increased
154
Reduced
133
Closed
56
Calls
–
Puts
$12K
Net Calls
-$12K
Net Calls Change
-$12K

Top Buyers

1
SS
Sunbelt Securities
Texas
+$69.5M
2
Wells Fargo
Wells Fargo
California
+$36.9M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$18.8M
4
WP
WealthPLAN Partners
Nebraska
+$13.6M
5
Prudential Financial
Prudential Financial
New Jersey
+$9.34M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$41.9M
2
HNB
Huntington National Bank
Ohio
-$33.5M
3
HighTower Advisors
HighTower Advisors
Illinois
-$18.2M
4
EWM
Edge Wealth Management
New York
-$17.9M
5
JIP
JBJ Investment Partners
South Carolina
-$16.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
326
Archer Investment Corporation
Indiana
$89K – – –
PO
327
Private Ocean
California
$89K +$89K +6,792 New
BW
328
Bison Wealth
Georgia
$84K -$18.6K -1,414 -18%
ME
329
McIlrath & Eck
Washington
$78K +$35.4K +2,700 +83%
DSC
330
Duncker Streett & Co
Missouri
$77K -$11.3K -857 -13%
AA
331
AlphaMark Advisors
Kentucky
$76K +$23.1K +1,750 +44%
VFA
332
Valeo Financial Advisors
Indiana
$74K +$62.1K +4,452 +523%
JPLA
333
Joseph P. Lucia & Associates
New York
$72K – – –
Fidelity Investments
334
Fidelity Investments
Massachusetts
$69K -$84.9K -6,495 -55%
CFG
335
Citizens Financial Group
Rhode Island
$64K +$54.9K +4,191 +603%
CWM
336
Cedar Wealth Management
California
$61K +$61K +4,629 New
CB
337
CNB Bank
Pennsylvania
$57K -$17.1K -1,300 -23%
SAM
338
S.A. Mason
Michigan
$54K +$12.1K +930 +29%
PFSC
339
Peoples Financial Services Corp
Pennsylvania
$53K – – –
CFA
340
Carroll Financial Associates
North Carolina
$50K -$1.9K -145 -4%
GI
341
Gradient Investments
Minnesota
$49K -$12K -910 -20%
JCM
342
Jacobi Capital Management
Pennsylvania
$48K +$3.5K +265 +8%
RCA
343
Ranch Capital Advisors
Florida
$47K -$10.9K -830 -19%
AA
344
Ancora Advisors
Ohio
$46K -$32.6K -2,511 -41%
SA
345
SRH Advisors
Kansas
$46K – – –
LWS
346
Lucia Wealth Services
California
$46K – – –
TFS
347
TrustCore Financial Services
Tennessee
$42K – – –
VCP
348
Verus Capital Partners
Arizona
$40K – – –
BCM
349
Brooktree Capital Management
Michigan
$40K +$40K +3,005 New
GEA
350
Glen Eagle Advisors
New Jersey
$39.5K -$1.65K -125 -4%
12 13
14
15 16