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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 %
DWM
351
Darwin Wealth Management
Florida
$38K +$38K +2,950 New
HWA
352
HHM Wealth Advisors
Tennessee
$36K +$36K +2,773 New
ACA
353
Aptus Capital Advisors
Alabama
$33K – – –
EP
354
Eudaimonia Partners
Tennessee
$32K -$27.2K -2,050 -46%
WEC
355
Winslow Evans & Crocker
Massachusetts
$32K – – –
IF
356
Ironwood Financial
Arizona
$28K – – –
CCMW
357
Cypress Capital Management (Wyoming)
Wyoming
$26K – – –
AIP
358
Ameritas Investment Partners
Nebraska
$24K +$143 +11 +0.6%
EW
359
Evoke Wealth
California
$23.9K +$23.9K +1,819 New
SBL
360
Sargent Bickham Lagudis
Colorado
$23K +$93 +7 +0.4%
MSFP
361
Mark Sheptoff Financial Planning
Connecticut
$22K – – –
AWA
362
Arkadios Wealth Advisors
Georgia
$16.5K – – –
AF
363
Allworth Financial
California
$15K – – –
FRA
364
Front Row Advisors
California
$14K – – –
VRM
365
Vectors Research Management
New York
$14K – – –
PI
366
PineBridge Investments
New York
$13K – – –
HPC
367
HM Payson & Co
Maine
$12K -$1.14K -84 -9%
FFW
368
Fusion Family Wealth
New York
$12K – – –
FWM
369
Focused Wealth Management
New York
$12K +$157 +12 +1%
CBT
370
Capital Bank & Trust
California
$12K +$7.12K +562 +146%
FCMT
371
Founders Capital Management (Texas)
Texas
$11K – – –
MPWT
372
MassMutual Private Wealth & Trust
Connecticut
$11K +$4.19K +323 +62%
CAL
373
Capital Analysts LLC
Pennsylvania
$10K – – –
KC
374
Knuff & Co
California
$9K – – –
SNT
375
Security National Trust
West Virginia
$9K – – –
13 14
15
16 17