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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
1
Sunbelt Securities
Texas
$71.1M
2
Wells Fargo
2
Wells Fargo
California
$313M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$18.8M
4
WP
4
WealthPLAN Partners
Nebraska
$15M
5
Prudential Financial
5
Prudential Financial
New Jersey
$24.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$542M
2
HNB
2
Huntington National Bank
Ohio
$28.1M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$2.23M
4
EWM
4
Edge Wealth Management
New York
$3.65M
5
JIP
5
JBJ Investment Partners
South Carolina
$363K
Name Holding Trade Value Shares
Change 		Shares
Change %
BMM
26
Buffington Mohr McNeal
Idaho
$9.26M +$99.8K +7,587 +1%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$9.17M +$5.08M +386,255 +124%
FNBTCON
28
First National Bank & Trust Co of Newtown
Pennsylvania
$8.56M +$111K +8,458 +1%
TYCC
29
Texas Yale Capital Corp
Florida
$7.73M +$141K +10,745 +2%
CCM
30
Covington Capital Management
California
$7.42M -$29.6K -2,250 -0.4%
PA
31
Parkside Advisors
California
$7.4M +$2.68M +203,609 +57%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$7.34M +$1.75M +133,287 +31%
BCM
33
Brookstone Capital Management
Illinois
$7.06M +$7.06M +536,755 New
Stifel Financial
34
Stifel Financial
Missouri
$6.75M -$1.19M -90,620 -15%
Cohen & Steers
35
Cohen & Steers
New York
$6.65M +$6.65M +505,198 +608,672%
RJA
36
Raymond James & Associates
Florida
$6.5M -$408K -30,975 -6%
ISB
37
Iowa State Bank
Iowa
$5.65M +$591K +44,889 +12%
AA
38
Apriem Advisors
California
$5.27M -$368K -27,949 -7%
AAP
39
Arax Advisory Partners
Colorado
$5.22M +$4.72M +358,619 +946%
FCA
40
FinTrust Capital Advisors
South Carolina
$5.07M -$476K -36,171 -9%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$4.86M -$14.1M -1,115,762 -74%
NFG
42
Noven Financial Group
Colorado
$4.75M +$142K +10,788 +3%
VAS
43
Valicenti Advisory Services
New York
$4.66M +$2.25M +171,030 +93%
ML
44
McAdam LLC
Pennsylvania
$4.65M +$85.3K +6,478 +2%
CCM
45
Compton Capital Management
Rhode Island
$4.59M +$14.5K +1,100 +0.3%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$4.38M +$1.5M +113,896 +52%
I
47
INVST
Indiana
$4.29M +$459K +36,570 +12%
CA
48
Crewe Advisors
Utah
$4.22M +$287K +21,795 +7%
BEC
49
Blue Edge Capital
Virginia
$3.99M +$36.4K +2,768 +0.9%
PAG
50
Private Advisor Group
New Jersey
$3.95M -$1.95M -147,816 -33%
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