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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 %
FFC
401
First Financial Corp
Indiana
$10K +$6.72K +449 +205%
RBC
402
Roble Belko & Company
Pennsylvania
$9K – – –
APC
403
Aspire Private Capital
North Carolina
$8K +$8K +526 New
ACA
404
Aptus Capital Advisors
Alabama
$7K -$26.4K -2,000 -79%
AWM
405
Avior Wealth Management
Nebraska
$7K – – –
JWM
406
Jeppson Wealth Management
California
$7K +$7K +450 New
HFRG
407
Houlihan Financial Resource Group
Virginia
$6K +$6K +400 New
FCA
408
FinTrust Capital Advisors
South Carolina
$5.02K -$291 -19,741 -5%
PB
409
Pinnacle Bancorp
Nebraska
$5K +$5K +314 New
FHA
410
First Horizon Advisors
Tennessee
$5K +$5K +363 New
BA
411
Ballast Advisors
Minnesota
$5K +$5K +373 New
BWA
412
BDO Wealth Advisors
Florida
$4K – – –
AIM
413
Anchor Investment Management
South Carolina
$3.68K – – –
CA
414
Clearstead Advisors
Ohio
$3K – – –
FFW
415
Fusion Family Wealth
New York
$3K – – –
HCP
416
Hexagon Capital Partners
Arkansas
$3K +$3K +213 New
LFG
417
Larson Financial Group
Missouri
$2K -$10.4K -689 -84%
JWA
418
JFS Wealth Advisors
Pennsylvania
$2K +$2K +108 New
JWM
419
Janiczek Wealth Management
Colorado
$2K +$2K +120 New
Koshinski Asset Management
420
Koshinski Asset Management
Illinois
$1.37K -$26 -1,709 -2%
SSB
421
Sandy Spring Bank
Maryland
$1K – – –
POIA
422
Pin Oak Investment Advisors
Texas
$1K – – –
WT
423
Whittier Trust
California
$1K – – –
SXL
424
Summit X LLC
Missouri
$692 -$2 -140 -0.3%
AA
425
Apriem Advisors
California
– -$6.08M -430,241 Closed
15 16
17
18 19