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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 %
LBC
351
Lowe Brockenbrough & Co
Virginia
$212K – – –
DP
352
Dearborn Partners
Illinois
$212K +$3.81K +250 +2%
AWA
353
Alta Wealth Advisors
Massachusetts
$208K +$208K +13,623 New
Carson Wealth (CWM LLC)
354
Carson Wealth (CWM LLC)
Nebraska
$207K – – –
GHA
355
GW Henssler & Associates
Georgia
$207K +$5.12K +335 +3%
AIC
356
Argus Investors Counsel
New York
$207K +$52.6K +3,445 +34%
DBT
357
Dubuque Bank & Trust
Iowa
$205K +$31K +2,028 +18%
WCG
358
Weaver Consulting Group
California
$203K – – –
TFGT
359
TS Financial Group (TSFG)
Illinois
$202K +$564 +37 +0.3%
BAM
360
Barrett Asset Management
New York
$200K – – –
CAL
361
Capital Advisors Ltd
Ohio
$200K – – –
KPWS
362
Kestra Private Wealth Services
Texas
$197K -$4.64K -305 -2%
NFG
363
Next Financial Group
Texas
$193K +$32.6K +2,132 +20%
MCWS
364
McKinley Carter Wealth Services
West Virginia
$187K +$1.28K +84 +0.7%
PFGIA
365
Patriot Financial Group Insurance Agency
Massachusetts
$185K +$33.1K +2,164 +22%
EFS
366
Essex Financial Services
Connecticut
$173K +$173K +11,340 New
AMC
367
Asset Management Corp
Illinois
$173K +$173K +11,500 New
RG
368
Rathbones Group
United Kingdom
$168K – – –
FUBT
369
First United Bank & Trust
Maryland
$166K -$15K -980 -8%
DJYG
370
David J. Yvars Group
Florida
$166K +$166K +10,907 New
SCM
371
Southport Capital Management
Tennessee
$164K -$462K -30,233 -74%
TW
372
TrinityPoint Wealth
Connecticut
$161K +$161K +10,730 New
SW
373
SkyOak Wealth
Michigan
$160K – – –
WA
374
Winfield Associates
Ohio
$160K +$160K +10,490 New
BAM
375
Belpointe Asset Management
Nevada
$159K +$2.44K +160 +2%
13 14
15
16 17