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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 %
SW
426
SVB Wealth
Massachusetts
– -$248K -16,545 Closed
GLA
427
Good Life Advisors
Pennsylvania
– -$230K -15,204 Closed
TC
428
Tatro Capital
Kentucky
– -$209K -13,945 Closed
NFC
429
Northeast Financial Consultants
Connecticut
– -$206K -13,730 Closed
DJSG
430
D.J. St. Germain
Massachusetts
– -$191K -12,700 Closed
TI
431
tru Independence
Oregon
– -$158K -12,005 Closed
CAM
432
Concorde Asset Management
Michigan
– -$176K -11,674 Closed
TCM
433
Traynor Capital Management
Pennsylvania
– -$174K -11,651 Closed
LHC
434
Little House Capital
Massachusetts
– -$164K -10,977 Closed
AIP
435
Almanack Investment Partners
Pennsylvania
– -$162K -10,812 Closed
EWA
436
EP Wealth Advisors
California
– -$155K -10,312 Closed
LFAS
437
Level Four Advisory Services
Texas
– -$350K -5,706 Closed
MWP
438
MYCIO Wealth Partners
Pennsylvania
– -$70K -4,650 Closed
BWP
439
Baldwin Wealth Partners
Massachusetts
– -$38K -2,535 Closed
TCWM
440
Total Clarity Wealth Management
Illinois
– -$19K -1,292 Closed
BCA
441
Bray Capital Advisors
Florida
– -$67K -1,245 Closed
RIA
442
Realta Investment Advisors
Delaware
– -$17K -1,162 Closed
RAM
443
Riggs Asset Management
Pennsylvania
– -$9K -577 Closed
TPWA
444
TRUE Private Wealth Advisors
Oregon
– -$8K -544 Closed
AP
445
Arlington Partners
Alabama
– -$7K -463 Closed
CHAM
446
Clear Harbor Asset Management
Connecticut
– -$6.15K -410 Closed
LWA
447
Lowe Wealth Advisors
Maryland
– -$6K -400 Closed
TA
448
TFG Advisers
Michigan
– -$3K -210 Closed
AIS
449
Accurate Investment Solutions
Pennsylvania
– -$2K -133 Closed
IFWM
450
Institute for Wealth Management
Colorado
– -$2K -112 Closed
15 16 17
18
19