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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 %
CWC
376
Carolinas Wealth Consulting
North Carolina
$9K +$122 +9 +1%
RBC
377
Roble Belko & Company
Pennsylvania
$8K – – –
PP
378
Pacifica Partners
Canada
$7K – – –
BlackRock
379
BlackRock
New York
$7K +$7K +528 New
AWM
380
Avior Wealth Management
Nebraska
$6K – – –
BWL
381
Bogart Wealth LLC
Virginia
$6K – – –
PB
382
Pinnacle Bancorp
Nebraska
$6K +$6K +437 New
BA
383
Ballast Advisors
Minnesota
$5K – – –
S
384
SignatureFD
Georgia
$5K +$5K +410 New
SCA
385
Stonebridge Capital Advisors
Minnesota
$4K -$171K -12,371 -98%
BWA
386
BDO Wealth Advisors
Florida
$4K – – –
FMII
387
Farmers & Merchants Investments Inc
Nebraska
$4K – – –
AIM
388
Anchor Investment Management
South Carolina
$3.29K – – –
TFGT
389
TS Financial Group (TSFG)
Illinois
$3K -$16.9K -1,181 -85%
SIAS
390
Shine Investment Advisory Services
Colorado
$3K – – –
CA
391
Clearstead Advisors
Ohio
$3K +$3K +200 New
LFG
392
Larson Financial Group
Missouri
$2K +$52 +3 +3%
WT
393
Whittier Trust
California
$1K -$2.76K -204 -73%
BWA
394
Burt Wealth Advisors
Maryland
$1K +$1K +38 New
SSB
395
Sandy Spring Bank
Maryland
$1K +$1K +72 New
AT
396
Arden Trust
Delaware
$1K +$1K +90 New
POIA
397
Pin Oak Investment Advisors
Texas
$1K +$1K +100 New
GWMIA
398
Global Wealth Management Investment Advisory
Florida
$1K +$1K +100 New
FHA
399
First Horizon Advisors
Tennessee
$1K +$1K +122 New
Renaissance Technologies
400
Renaissance Technologies
New York
– -$9.35M -622,978 Closed
14 15
16
17 18