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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 %
FPGK
326
Financial Partners Group (Kansas)
Kansas
$157K +$4.39K +298 +3%
GSWM
327
Golden State Wealth Management
California
$154K -$228K -15,471 -60%
IA
328
IndexIQ Advisors
New York
$154K -$23.9K -1,627 -13%
SW
329
SkyOak Wealth
Michigan
$154K -$17.8K -1,214 -10%
NFG
330
Next Financial Group
Texas
$154K -$2.53K -172 -2%
BAM
331
Belpointe Asset Management
Nevada
$151K -$710K -48,281 -82%
FHA
332
Flagship Harbor Advisors
Massachusetts
$149K -$74.5K -5,072 -33%
AIC
333
Argus Investors Counsel
New York
$149K +$149K +10,120 New
WLPWM
334
Walled Lake Planning & Wealth Management
Illinois
$149K +$149K +10,125 New
MWM
335
Meridian Wealth Management
Kentucky
$148K +$176 +12 +0.1%
CFS
336
CRA Financial Services
New Jersey
$147K – – –
CBB
337
Citizens Business Bank
California
$147K – – –
PFGIA
338
Patriot Financial Group Insurance Agency
Massachusetts
$146K +$20.7K +1,405 +16%
HCM
339
Highlander Capital Management
New Jersey
$145K -$54.6K -3,700 -27%
VFA
340
Valeo Financial Advisors
Indiana
$145K +$11.1K +755 +8%
9WM
341
9258 Wealth Management
Ohio
$144K +$144K +9,804 New
BW
342
Bison Wealth
Georgia
$138K +$22.8K +1,545 +20%
BAM
343
Bellevue Asset Management
Washington
$135K – – –
CFN
344
Cordasco Financial Network
Florida
$130K – – –
BFEC
345
Benjamin F. Edwards & Company
Missouri
$106K -$6.4K -435 -6%
AIC
346
Archer Investment Corporation
Indiana
$99.3K – – –
EFSCE
347
Enterprise Financial Services Corp (EFSC)
Missouri
$98K – – –
CSPIA
348
Cary Street Partners Investment Advisory
Virginia
$91K +$91K +6,145 New
DSC
349
Duncker Streett & Co
Missouri
$84K – – –
NFSG
350
Newbridge Financial Services Group
Florida
$77K +$77K +5,205 New
12 13
14
15 16