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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 %
EW
351
Evoke Wealth
California
$69K +$41.3K +2,802 +149%
CWM
352
Cedar Wealth Management
California
$68K – – –
FFA
353
Founders Financial Alliance
North Carolina
$67K +$67K +4,557 New
PFSC
354
Peoples Financial Services Corp
Pennsylvania
$59K – – –
PO
355
Private Ocean
California
$59K – – –
AWA
356
Arkadios Wealth Advisors
Georgia
$57.7K -$5.22K -350 -8%
CFA
357
Carroll Financial Associates
North Carolina
$56K – – –
SA
358
SRH Advisors
Kansas
$52K – – –
LWS
359
Lucia Wealth Services
California
$52K – – –
RCA
360
Ranch Capital Advisors
Florida
$52K – – –
BWM
361
BerganKDV Wealth Management
Minnesota
$52K +$146 +10 +0.3%
AA
362
Ancora Advisors
Ohio
$50K -$1.92K -131 -4%
SAM
363
S.A. Mason
Michigan
$49K -$6.6K -450 -12%
DI
364
Disciplined Investments
Oklahoma
$49K +$48.9K +3,348 +47,829%
ME
365
McIlrath & Eck
Washington
$48K -$39.8K -2,700 -45%
BFG
366
Baron Financial Group
New Jersey
$46.9K +$46.9K +3,183 New
TRCT
367
Tower Research Capital (TRC)
New York
$46K +$46K +3,099 New
S
368
SignatureFD
Georgia
$45K +$38.9K +2,627 +638%
GEA
369
Glen Eagle Advisors
New Jersey
$44.2K – – –
FMP
370
Financial Management Professionals
Texas
$44K – – –
AAM
371
Advisors Asset Management
Colorado
$44K +$44K +2,967 New
NNP
372
Nachman Norwood & Parrott
South Carolina
$44K +$44K +2,996 New
JCM
373
Jacobi Capital Management
Pennsylvania
$41K -$1.45K -97 -3%
TH
374
TCTC Holdings
Texas
$41K – – –
HWA
375
HHM Wealth Advisors
Tennessee
$41K – – –
13 14
15
16 17