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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 %
MAWCM
376
Mine & Arao Wealth Creation & Management
California
$39K +$39K +2,638 New
FCH
377
Freestone Capital Holdings
Washington
$35.4K +$35.4K +2,404 New
WEC
378
Winslow Evans & Crocker
Massachusetts
$34K – – –
ZB
379
Zions Bancorporation
Utah
$34K +$34K +2,309 New
IF
380
Ironwood Financial
Arizona
$32K – – –
CCMW
381
Cypress Capital Management (Wyoming)
Wyoming
$30K – – –
CB
382
CNB Bank
Pennsylvania
$29K -$35.8K -2,400 -55%
AIP
383
Ameritas Investment Partners
Nebraska
$27K +$174 +12 +0.6%
HPC
384
HM Payson & Co
Maine
$26K +$14.3K +984 +121%
EI
385
Ellevest Inc
New York
$26K +$26K +1,735 New
IFAM
386
Institutional & Family Asset Management
Colorado
$24K – – –
Fidelity Investments
387
Fidelity Investments
Massachusetts
$21K +$15.3K +1,026 +269%
TI
388
tru Independence
Oregon
$18K +$18K +1,235 New
AAMA
389
Advanced Asset Management Advisors
Ohio
$16K – – –
RIM
390
Rockbridge Investment Management
New York
$16K – – –
FRA
391
Front Row Advisors
California
$15K – – –
PI
392
PineBridge Investments
New York
$14K – – –
FWM
393
Focused Wealth Management
New York
$14K +$179 +12 +1%
AW
394
Avion Wealth
Texas
$12K +$12K +839 New
FGA
395
Fortis Group Advisors
New Jersey
$12K +$12K +846 New
CAL
396
Capital Analysts LLC
Pennsylvania
$11K – – –
KC
397
Knuff & Co
California
$10K – – –
SNT
398
Security National Trust
West Virginia
$10K – – –
CWC
399
Carolinas Wealth Consulting
North Carolina
$10K +$132 +9 +1%
AssetMark Inc
400
AssetMark Inc
California
$10K +$6.49K +445 +185%
14 15
16
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