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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 %
CIC
376
Carnegie Investment Counsel
Ohio
$155K -$437K -28,610 -74%
WLPWM
377
Walled Lake Planning & Wealth Management
Illinois
$155K – – –
PCM
378
Palouse Capital Management
Washington
$155K +$155K +10,174 New
MWM
379
Meridian Wealth Management
Kentucky
$154K +$183 +12 +0.1%
CFS
380
CRA Financial Services
New Jersey
$153K – – –
CBB
381
Citizens Business Bank
California
$153K – – –
HCM
382
Highlander Capital Management
New Jersey
$150K – – –
WEC
383
Winslow Evans & Crocker
Massachusetts
$147K +$112K +7,302 +317%
BAM
384
Bellevue Asset Management
Washington
$136K -$1.44K -96 -1%
CFN
385
Cordasco Financial Network
Florida
$134K – – –
BC
386
Bartlett & Co
Ohio
$134K +$134K +8,780 New
BCWM
387
Bartlett & Co Wealth Management
Ohio
$133K +$133K +8,780 New
CHA
388
Carmichael Hill & Associates
Maryland
$122K -$52.9K -3,456 -30%
WWM
389
Wagner Wealth Management
South Carolina
$118K +$118K +7,750 New
BW
390
Bison Wealth
Georgia
$117K -$25.9K -1,700 -18%
IA
391
IndexIQ Advisors
New York
$105K -$54.9K -3,596 -34%
NFSG
392
Newbridge Financial Services Group
Florida
$95K +$15.2K +991 +19%
AIC
393
Archer Investment Corporation
Indiana
$92K -$10.8K -710 -11%
BFEC
394
Benjamin F. Edwards & Company
Missouri
$92K -$17.4K -1,147 -16%
RPWA
395
Regent Peak Wealth Advisors
Georgia
$89K +$89K +5,840 New
DSC
396
Duncker Streett & Co
Missouri
$87K – – –
CTFG
397
Capstone Triton Financial Group
Oklahoma
$86K +$86K +5,629 New
JPLA
398
Joseph P. Lucia & Associates
New York
$84K +$84K +5,505 New
CWC
399
Carolinas Wealth Consulting
North Carolina
$75K +$64.6K +4,218 +620%
CCA
400
Childress Capital Advisors
Texas
$72K +$72K +4,704 New
14 15
16
17 18