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Invesco Preferred ETF
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Overview Fund Activity

502 hedge funds and large institutions have $3.36B invested in Invesco Preferred ETF in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 224 increasing their positions, 139 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
8.76%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.26%
New
41
Increased
224
Reduced
139
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HNB
Huntington National Bank
Ohio
+$118M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$60.3M
3
PI
PFS Investments
Georgia
+$26.9M
4
Bank of America
Bank of America
North Carolina
+$24.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$19.6M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$25.6M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$18.8M
3
CAM
Cresset Asset Management
Illinois
-$15.8M
4
Creative Planning
Creative Planning
Kansas
-$9.73M
5
AIC
Ameritas Investment Company
Nebraska
-$8.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
351
Tempus Wealth Planning
California
$249K +$249K +16,240 New
BWA
352
BDO Wealth Advisors
Florida
$245K -$77 -5 -0%
MAM
353
Marquette Asset Management
Minnesota
$241K +$1.29K +84 +0.5%
EIP
354
Ellis Investment Partners
Pennsylvania
$239K +$2.92K +191 +1%
MGIA
355
Matthew Goff Investment Advisor
Texas
$234K – – –
AIA
356
Avalon Investment & Advisory
Texas
$232K -$916K -59,730 -80%
IA
357
IFG Advisory
Georgia
$230K -$6.65K -434 -3%
GG
358
GenWealth Group
New Jersey
$230K – – –
FWP
359
Firethorn Wealth Partners
Georgia
$227K +$38.4K +2,501 +20%
BC
360
Barnett & Company
Tennessee
$225K -$541K -35,350 -71%
Deutsche Bank
361
Deutsche Bank
Germany
$224K +$224K +14,589 New
DP
362
Dearborn Partners
Illinois
$223K +$10.6K +691 +5%
QIM
363
Quest Investment Management
Oregon
$217K – – –
HWMA
364
Heritage Wealth Management (Arizona)
Arizona
$214K +$214K +14,000 New
QCM
365
Quest Capital Management
Texas
$213K -$50.7K -3,314 -19%
PCM
366
Palouse Capital Management
Washington
$212K +$4K +261 +2%
TFGT
367
TS Financial Group (TSFG)
Illinois
$212K +$8.72K +570 +4%
NCM
368
Narwhal Capital Management
Georgia
$211K -$61.4K -4,000 -23%
CA
369
Continuum Advisory
Idaho
$211K +$211K +13,785 New
AWA
370
Alta Wealth Advisors
Massachusetts
$209K – – –
Carson Wealth (CWM LLC)
371
Carson Wealth (CWM LLC)
Nebraska
$207K – – –
WCG
372
Weaver Consulting Group
California
$206K +$2.21K +144 +1%
DBT
373
Dubuque Bank & Trust
Iowa
$205K – – –
SIC
374
Salem Investment Counselors
North Carolina
$205K +$42.7K +2,782 +26%
EH
375
Equitable Holdings
New York
$205K +$205K +13,374 New
13 14
15
16 17