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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 %
MWA
326
MFA Wealth Advisors
Pennsylvania
$278K +$44.5K +2,909 +19%
CL
327
CIM LLC
New York
$277K – – –
NCM
328
Narwhal Capital Management
Georgia
$271K -$30.5K -2,000 -10%
TWA
329
TCI Wealth Advisors
Arizona
$268K – – –
ASN
330
Advisory Services Network
Georgia
$266K -$16.9K -1,107 -6%
WIA
331
World Investment Advisors
California
$265K +$4.73K +318 +2%
DFA
332
DHJJ Financial Advisors
Illinois
$265K +$265K +17,345 New
QCM
333
Quest Capital Management
Texas
$263K – – –
AWE
334
Avidian Wealth Enterprises
Texas
$262K +$262K +17,196 New
MOS
335
MGO One Seven
Ohio
$261K +$261K +17,097 New
GPA
336
Guidance Point Advisors
Massachusetts
$260K +$10.7K +700 +4%
RWM
337
RBA Wealth Management
California
$259K +$519 +34 +0.2%
SF
338
Synovus Financial
Georgia
$254K -$428 -28 -0.2%
PWP
339
Principle Wealth Partners
Connecticut
$254K +$254K +16,656 New
Millennium Management
340
Millennium Management
New York
$251K +$251K +16,465 New
CWS
341
Cypress Wealth Services
California
$246K +$246K +16,100 New
WS
342
Wedbush Securities
California
$245K +$6.54K +428 +3%
SWM
343
Southern Wealth Management
Texas
$242K +$242K +15,877 New
MGIA
344
Matthew Goff Investment Advisor
Texas
$233K – – –
EIP
345
Ellis Investment Partners
Pennsylvania
$233K +$2.86K +187 +1%
LP
346
LGL Partners
Pennsylvania
$231K +$2.82K +185 +1%
GG
347
GenWealth Group
New Jersey
$230K – – –
IA
348
IFG Advisory
Georgia
$226K +$11.5K +754 +5%
CHJWM
349
Carlton Hofferkamp & Jenks Wealth Management
Texas
$218K +$50.2K +3,350 +30%
LFAS
350
Level Four Advisory Services
Texas
$217K +$217K +14,229 New
12 13
14
15 16