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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 %
LP
351
LGL Partners
Pennsylvania
$230K +$2.85K +190 +1%
FUBT
352
First United Bank & Trust
Maryland
$230K +$66.8K +4,450 +41%
MGIA
353
Matthew Goff Investment Advisor
Texas
$229K – – –
TC
354
Trilogy Capital
California
$229K +$229K +15,250 New
GG
355
GenWealth Group
New Jersey
$226K – – –
EWA
356
Exencial Wealth Advisors
Oklahoma
$225K +$225K +15,000 New
BSW
357
Buckingham Strategic Wealth
Missouri
$224K +$224K +14,956 New
WWM
358
WT Wealth Management
Arizona
$220K +$220K +14,660 New
QIM
359
Quest Investment Management
Oregon
$212K -$143K -9,518 -40%
PFGIA
360
Patriot Financial Group Insurance Agency
Massachusetts
$212K +$30.7K +2,050 +17%
AFG
361
Alterity Financial Group
Maine
$210K +$210K +15,502 New
DP
362
Dearborn Partners
Illinois
$208K – – –
OPA
363
Old Port Advisors
Maine
$208K +$208K +13,890 New
Carson Wealth (CWM LLC)
364
Carson Wealth (CWM LLC)
Nebraska
$207K – – –
AWA
365
Alta Wealth Advisors
Massachusetts
$204K – – –
PCM
366
Palouse Capital Management
Washington
$204K +$51.2K +3,412 +34%
DBT
367
Dubuque Bank & Trust
Iowa
$201K – – –
WCG
368
Weaver Consulting Group
California
$200K – – –
TFGT
369
TS Financial Group (TSFG)
Illinois
$199K +$554 +37 +0.3%
GHA
370
GW Henssler & Associates
Georgia
$198K -$5.03K -335 -2%
CAL
371
Capital Advisors Ltd
Ohio
$197K – – –
BAM
372
Barrett Asset Management
New York
$196K – – –
Mirae Asset Global Investments
373
Mirae Asset Global Investments
South Korea
$191K -$145K -9,660 -43%
HIM
374
Hillsdale Investment Management
Ontario, Canada
$187K -$89.4K -5,950 -32%
FWP
375
Firethorn Wealth Partners
Georgia
$184K +$184K +12,294 New
13 14
15
16 17