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Invesco Preferred ETF
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Overview Fund Activity

415 hedge funds and large institutions have $2.45B invested in Invesco Preferred ETF in 2019 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 175 increasing their positions, 90 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+57
Holders Change %
+15.92%
% of All Funds
8.2%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.32%
New
87
Increased
175
Reduced
90
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$666M
2
Truist Financial
Truist Financial
North Carolina
$26.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$181M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$40.9M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$22.5M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$33.5M
2
Cohen & Steers
Cohen & Steers
New York
$1K
3
TLP
Trinity Legacy Partners
Texas
$0
4
Goldman Sachs
Goldman Sachs
New York
$4.32M
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIAS
401
Shine Investment Advisory Services
Colorado
$3K – – –
TA
402
TFG Advisers
Michigan
$3K +$3K +210 New
Chevy Chase Trust
403
Chevy Chase Trust
Maryland
$2K +$2K +107 New
IFWM
404
Institute for Wealth Management
Colorado
$2K +$2K +112 New
LFG
405
Larson Financial Group
Missouri
$2K +$2K +112 New
AIS
406
Accurate Investment Solutions
Pennsylvania
$2K +$2K +133 New
Cohen & Steers
407
Cohen & Steers
New York
$1K -$33.6M -2,785,762 -100%
TT
408
TI-Trust
Illinois
$1K +$1K +54 New
MPCG
409
Matrix Private Capital Group
New York
$1K +$1K +59 New
PGAM
410
Princeton Global Asset Management
New Jersey
$160 – – –
SHWM
411
Silicon Hills Wealth Management
Texas
$7 +$7 +1 New
TLP
412
Trinity Legacy Partners
Texas
– -$29.9M -1,980,064 Closed
Jane Street
413
Jane Street
New York
– -$4.99M -331,915 Closed
AP
414
Advisors Preferred
Maryland
– -$3.08M -204,861 Closed
CWM
415
Centric Wealth Management
Illinois
– -$1.99M -132,959 Closed
M&T Bank
416
M&T Bank
New York
– -$1.13M -75,144 Closed
CA
417
Calton & Associates
Florida
– -$714K -47,504 Closed
GSWM
418
Golden State Wealth Management
California
– -$402K -26,774 Closed
Northern Trust
419
Northern Trust
Illinois
– -$316K -21,019 Closed
FI
420
FormulaFolio Investments
Michigan
– -$216K -14,361 Closed
GM
421
GeoWealth Management
Illinois
– -$185K -12,306 Closed
MPW
422
MA Private Wealth
California
– -$182K -12,148 Closed
ACG
423
Allen Capital Group
Nebraska
– -$156K -10,453 Closed
QPWM
424
Quadrant Private Wealth Management
Pennsylvania
– -$155K -10,322 Closed
NEPWA
425
New England Private Wealth Advisors
Massachusetts
– -$150K -10,000 Closed
14 15 16
17
18