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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 %
SAMC
401
Spectrum Asset Management (California)
California
– -$4.63M -308,459 Closed
Qube Research & Technologies (QRT)
402
Qube Research & Technologies (QRT)
United Kingdom
– -$4.42M -294,398 Closed
IAA
403
Independent Advisor Alliance
North Carolina
– -$4.3M -286,178 Closed
KeyBank National Association
404
KeyBank National Association
Ohio
– -$3.37M -224,199 Closed
AG
405
Appleton Group
Wisconsin
– -$2.84M -188,917 Closed
CIBC World Market
406
CIBC World Market
Ontario, Canada
– -$2.66M -177,470 Closed
TSS
407
Two Sigma Securities
New York
– -$1.33M -88,394 Closed
CCM
408
Crabel Capital Management
California
– -$1.17M -78,100 Closed
KOMWMG
409
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$1.08M -72,180 Closed
FF
410
Friedenthal Financial
New Jersey
– -$1.03M -68,438 Closed
GWM
411
Greenwich Wealth Management
Connecticut
– -$931K -62,055 Closed
GI
412
GS Investments
Minnesota
– -$666K -45,765 Closed
RIA
413
Regal Investment Advisors
Michigan
– -$586K -39,035 Closed
WCWM
414
Wooster Corthell Wealth Management
Connecticut
– -$553K -36,853 Closed
DWM
415
Dakota Wealth Management
Florida
– -$532K -35,468 Closed
SBIA
416
Sheaff Brock Investment Advisors
Indiana
– -$506K -33,730 Closed
PP
417
Paloma Partners
Connecticut
– -$424K -28,249 Closed
JWCA
418
J.W. Cole Advisors
Florida
– -$421K -28,033 Closed
AAM
419
Autus Asset Management
Arizona
– -$387K -25,812 Closed
MWM
420
Maltin Wealth Management
New Jersey
– -$373K -24,872 Closed
CLOS
421
Compagnie Lombard Odier SCmA
Switzerland
– -$358K -23,900 Closed
TD Asset Management
422
TD Asset Management
Ontario, Canada
– -$319K -21,333 Closed
LSA
423
Lion Street Advisors
Texas
– -$307K -20,704 Closed
CI
424
CX Institutional
Indiana
– -$261K -17,403 Closed
KFP
425
KMG Fiduciary Partners
Ohio
– -$261K -17,402 Closed
15 16
17
18 19