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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 %
KAS
26
Kestra Advisory Services
Texas
$12.8M +$12.8M +866,362 New
Stifel Financial
27
Stifel Financial
Missouri
$10.7M +$2.49M +169,195 +30%
Creative Planning
28
Creative Planning
Kansas
$10.7M +$7.99M +542,245 +297%
CCM
29
Covington Capital Management
California
$10.6M +$2.35M +159,327 +28%
PT
30
Plimoth Trust
Massachusetts
$10.5M -$61.6K -4,183 -0.6%
SAMC
31
Spectrum Asset Management (Connecticut)
Connecticut
$10.3M -$56.9K -3,861 -0.6%
BMM
32
Buffington Mohr McNeal
Idaho
$10.2M -$41.8K -2,836 -0.4%
BCI
33
Brinker Capital Investments
Pennsylvania
$9.95M +$9.43M +639,888 +1,802%
FNBTCON
34
First National Bank & Trust Co of Newtown
Pennsylvania
$9.55M +$29.6K +2,010 +0.3%
CCMG
35
Clark Capital Management Group
Pennsylvania
$9.43M +$1.68M +114,391 +22%
PA
36
Parkside Advisors
California
$9.18M +$577K +39,206 +7%
ISB
37
Iowa State Bank
Iowa
$9M +$1.32M +89,886 +17%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$8.81M -$917K -62,251 -9%
TYCC
39
Texas Yale Capital Corp
Florida
$8.3M -$19.7K -1,340 -0.2%
RJA
40
Raymond James & Associates
Florida
$7.15M +$441K +29,941 +7%
Invesco
41
Invesco
Georgia
$6.69M -$3.91M -265,383 -37%
SKK
42
Shepherd Kaplan Krochuk
Massachusetts
$6.53M +$4.89M +332,045 +299%
TC
43
Tatro Capital
Kentucky
$6.41M +$1.23M +83,518 +24%
CA
44
Crewe Advisors
Utah
$5.91M +$29.5K +2,006 +0.5%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$5.82M +$1.65M +111,876 +40%
ML
46
McAdam LLC
Pennsylvania
$5.77M +$352K +23,891 +6%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$5.57M +$104K +7,058 +2%
AGA
48
Arkos Global Advisors
Texas
$5.54M +$944K +64,078 +21%
ACA
49
Atlas Capital Advisors
Wyoming
$5.47M +$1.53M +103,849 +39%
AAP
50
Arax Advisory Partners
Colorado
$5.24M -$117K -7,934 -2%
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