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Invesco Preferred ETF
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Overview Fund Activity

412 hedge funds and large institutions have $2.35B invested in Invesco Preferred ETF in 2020 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 146 increasing their positions, 130 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
+10
Holders Change %
+2.49%
% of All Funds
8.47%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.39%
New
61
Increased
146
Reduced
130
Closed
46
Calls
$395K
Puts
$291K
Net Calls
+$104K
Net Calls Change
+$116K

Top Buyers

1
HI
Horizon Investments
North Carolina
$35.4M
2
HCM
Hilton Capital Management
New York
$34.1M
3
UBS Group
UBS Group
Switzerland
$90.4M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$27.2M
5
CAM
Cresset Asset Management
Illinois
$18.3M

Top Sellers

1
SS
Sunbelt Securities
Texas
$373K
2
HNB
Huntington National Bank
Ohio
$29.7M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$0
4
Bank of America
Bank of America
North Carolina
$571M
5
CG
Colony Group
Massachusetts
$300K
Name Holding Trade Value Shares
Change 		Shares
Change %
SAMC
26
Spectrum Asset Management (Connecticut)
Connecticut
$9.9M +$9.4M +665,351 +1,854%
BMM
27
Buffington Mohr McNeal
Idaho
$9.83M -$106K -7,505 -1%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$9.32M -$519K -36,756 -5%
FNBTCON
29
First National Bank & Trust Co of Newtown
Pennsylvania
$9.12M -$59.4K -4,210 -0.6%
PA
30
Parkside Advisors
California
$8.25M +$310K +21,973 +4%
BC
31
Brinker Capital
Pennsylvania
$8.22M +$8.22M +582,164 New
TYCC
32
Texas Yale Capital Corp
Florida
$7.97M -$324K -22,950 -4%
CCM
33
Covington Capital Management
California
$7.96M – – –
Stifel Financial
34
Stifel Financial
Missouri
$7.9M +$662K +46,869 +9%
CCMG
35
Clark Capital Management Group
Pennsylvania
$7.42M +$7.42M +525,520 New
ISB
36
Iowa State Bank
Iowa
$7.36M +$1.3M +91,731 +21%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$6.54M -$8.43M -596,692 -56%
RJA
38
Raymond James & Associates
Florida
$6.43M -$548K -38,800 -8%
AA
39
Apriem Advisors
California
$6.08M +$418K +29,627 +7%
I
40
INVST
Indiana
$5.91M +$1.07M +75,253 +22%
OPS
41
Orion Portfolio Solutions
Nebraska
$5.65M +$4.56M +323,098 +418%
CA
42
Crewe Advisors
Utah
$5.63M +$1.1M +78,174 +24%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$5.24M +$545K +38,583 +12%
ML
44
McAdam LLC
Pennsylvania
$5.19M +$201K +14,245 +4%
AAP
45
Arax Advisory Partners
Colorado
$5.14M -$460K -32,588 -8%
FCA
46
FinTrust Capital Advisors
South Carolina
$5.09M -$351K -24,849 -6%
TC
47
Tatro Capital
Kentucky
$4.96M +$4.96M +351,407 New
PAG
48
Private Advisor Group
New Jersey
$4.94M +$707K +50,052 +17%
CCM
49
Compton Capital Management
Rhode Island
$4.92M – – –
HFM
50
Hartford Financial Management
Connecticut
$4.63M +$4.63M +328,069 New
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