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Invesco Preferred ETF
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Overview Fund Activity

503 hedge funds and large institutions have $3.08B invested in Invesco Preferred ETF in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 203 increasing their positions, 146 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+14
Holders Change %
+2.86%
% of All Funds
8.86%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.23%
New
71
Increased
203
Reduced
146
Closed
53
Calls
$206K
Puts
$201K
Net Calls
+$5K
Net Calls Change
+$5K

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$116M
2
Bank of America
Bank of America
North Carolina
$724M
3
AA
Advisory Alpha
Michigan
$25.9M
4
LPL Financial
LPL Financial
California
$104M
5
HI
Horizon Investments
North Carolina
$18M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$109M
2
Charles Schwab
Charles Schwab
California
$0
3
Cohen & Steers
Cohen & Steers
New York
$0
4
HCM
Hilton Capital Management
New York
$4.57M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$10M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
401
Capital Analysts LLC
Pennsylvania
$141K +$130K +8,674 +1,150%
BAM
402
Bellevue Asset Management
Washington
$136K +$30 +2 +0%
CFN
403
Cordasco Financial Network
Florida
$132K – – –
CHA
404
Carmichael Hill & Associates
Maryland
$120K – – –
EI
405
Ellevest Inc
New York
$120K +$120K +8,000 New
BC
406
Bartlett & Co
Ohio
$117K -$15K -1,000 -11%
BCWM
407
Bartlett & Co Wealth Management
Ohio
$117K -$15K -1,000 -11%
AIC
408
Archer Investment Corporation
Indiana
$113K +$22.6K +1,505 +25%
FFA
409
Founders Financial Alliance
North Carolina
$109K +$41.5K +2,799 +61%
GLLW
410
Graves Light Lenhart Wealth
Virginia
$104K +$42.8K +2,850 +70%
WWM
411
Wagner Wealth Management
South Carolina
$101K -$15K -1,000 -13%
BW
412
Bison Wealth
Georgia
$93K -$21.5K -1,439 -19%
NFSG
413
Newbridge Financial Services Group
Florida
$93K – – –
BFEC
414
Benjamin F. Edwards & Company
Missouri
$88K -$2.4K -161 -3%
CA
415
Clearstead Advisors
Ohio
$87K +$84K +5,575 +2,788%
DSC
416
Duncker Streett & Co
Missouri
$86K – – –
TCWM
417
Total Clarity Wealth Management
Illinois
$86K +$86K +5,750 New
JPLA
418
Joseph P. Lucia & Associates
New York
$83K – – –
BFG
419
Baron Financial Group
New Jersey
$75.9K +$44.5K +2,964 +141%
EW
420
Evoke Wealth
California
$69K -$941 -63 -1%
CWM
421
Cedar Wealth Management
California
$69K – – –
TFS
422
TrustCore Financial Services
Tennessee
$68K +$68K +4,500 New
AWA
423
Arkadios Wealth Advisors
Georgia
$65K +$7.79K +527 +14%
WT
424
Whittier Trust
California
$63K – – –
PO
425
Private Ocean
California
$60K -$15 -1 -0%
15 16
17
18 19