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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 %
Susquehanna International Group
426
Susquehanna International Group
Pennsylvania
– -$2.77M -196,212 Closed
Cohen & Steers
427
Cohen & Steers
New York
– -$2.58M -183,000 Closed
IP
428
Intellectus Partners
California
– -$2.09M -147,644 Closed
WS
429
Wela Strategies
Georgia
– -$1.65M -117,001 Closed
GCA
430
Genesee Capital Advisors
New York
– -$952K -67,467 Closed
SEI Investments
431
SEI Investments
Pennsylvania
– -$952K -67,432 Closed
Jane Street
432
Jane Street
New York
– -$770K -54,537 Closed
PPW
433
Pasadena Private Wealth
California
– -$664K -47,014 Closed
RIA
434
Regal Investment Advisors
Michigan
– -$473K -33,483 Closed
IWP
435
Icon Wealth Partners
Texas
– -$444K -31,442 Closed
FA
436
FDx Advisors
Illinois
– -$376K -26,658 Closed
CWS
437
Cypress Wealth Services
California
– -$240K -17,021 Closed
VSWA
438
Vontobel Swiss Wealth Advisors
Switzerland
– -$174K -12,300 Closed
BCM
439
Brookstone Capital Management
Illinois
– -$172K -12,172 Closed
BWM
440
Biltmore Wealth Management
Arizona
– -$153K -11,636 Closed
PMG
441
ProVise Management Group
Florida
– -$159K -11,262 Closed
WP
442
WealthSource Partners
California
– -$158K -11,188 Closed
RWA
443
Ropes Wealth Advisors
Massachusetts
– -$155K -10,976 Closed
MGIA
444
Moneta Group Investment Advisors
Missouri
– -$154K -10,907 Closed
JSL
445
JT Stratford LLC
Georgia
– -$152K -10,770 Closed
WA
446
Winfield Associates
Ohio
– -$142K -10,080 Closed
PWP
447
Principle Wealth Partners
Connecticut
– -$137K -9,720 Closed
AAIM
448
Asset Advisors Investment Management
Georgia
– -$129K -9,142 Closed
JPLA
449
Joseph P. Lucia & Associates
New York
– -$78K -5,505 Closed
FWM
450
Filbrandt Wealth Management
Wisconsin
– -$78K -5,500 Closed
15 16 17
18
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