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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
1
Bessemer Group
New Jersey
$116M
2
Bank of America
2
Bank of America
North Carolina
$724M
3
AA
3
Advisory Alpha
Michigan
$25.9M
4
LPL Financial
4
LPL Financial
California
$104M
5
HI
5
Horizon Investments
North Carolina
$18M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$109M
2
Charles Schwab
2
Charles Schwab
California
$0
3
Cohen & Steers
3
Cohen & Steers
New York
$0
4
HCM
4
Hilton Capital Management
New York
$4.57M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$10M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
326
MUFG Americas
New York
$274K – – –
ASN
327
Advisory Services Network
Georgia
$273K +$11.4K +760 +4%
WIA
328
World Investment Advisors
California
$270K +$4.22K +283 +2%
MA
329
MONECO Advisors
Connecticut
$270K +$270K +18,010 New
NCM
330
Narwhal Capital Management
Georgia
$266K – – –
VVP
331
Venture Visionary Partners
Ohio
$261K -$59.9K -3,997 -19%
TWA
332
TCI Wealth Advisors
Arizona
$261K -$2.62K -175 -1%
CWA
333
Clearview Wealth Advisors
Oregon
$260K -$1.43M -95,280 -85%
DAS
334
Dynamic Advisor Solutions
Arizona
$259K -$54.7K -3,650 -17%
CL
335
CIM LLC
New York
$259K -$19.9K -1,325 -7%
AWE
336
Avidian Wealth Enterprises
Texas
$259K +$1.26K +84 +0.5%
QCM
337
Quest Capital Management
Texas
$258K – – –
GPA
338
Guidance Point Advisors
Massachusetts
$257K +$1.45K +97 +0.6%
LFAS
339
Level Four Advisory Services
Texas
$255K +$41.2K +2,744 +19%
BEI
340
Benjamin Edwards Inc
Missouri
$254K -$893K -59,555 -78%
DFA
341
DHJJ Financial Advisors
Illinois
$253K -$7.51K -500 -3%
PWP
342
Principle Wealth Partners
Connecticut
$250K – – –
SF
343
Synovus Financial
Georgia
$249K – – –
GA
344
Greytown Advisors
Florida
$248K +$248K +16,500 New
MOS
345
MGO One Seven
Ohio
$242K -$13.4K -900 -5%
BWA
346
BDO Wealth Advisors
Florida
$240K +$236K +15,724 +5,596%
MAM
347
Marquette Asset Management
Minnesota
$235K -$86.8K -5,789 -27%
CWS
348
Cypress Wealth Services
California
$233K -$9.02K -600 -4%
EIP
349
Ellis Investment Partners
Pennsylvania
$232K +$2.87K +191 +1%
IA
350
IFG Advisory
Georgia
$231K +$9K +602 +4%
12 13
14
15 16