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Invesco Preferred ETF
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Overview Fund Activity

489 hedge funds and large institutions have $3.02B invested in Invesco Preferred ETF in 2020 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 202 increasing their positions, 107 reducing their positions, and 34 closing their positions.

Holders
489
Holders Change
+65
Holders Change %
+15.33%
% of All Funds
8.68%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.3%
New
107
Increased
202
Reduced
107
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$53.7M
2
Bank of America
2
Bank of America
North Carolina
$687M
3
Cohen & Steers
3
Cohen & Steers
New York
$31.3M
4
LPL Financial
4
LPL Financial
California
$85.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$190M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$0
2
HCM
2
Hilton Capital Management
New York
$36M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$0
4
PI
4
PFS Investments
Georgia
$0
5
UBS Group
5
UBS Group
Switzerland
$93M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
26
Covington Capital Management
California
$13.7M 896,191 +173,275 +24%
Stifel Financial
27
Stifel Financial
Missouri
$13.2M 867,627 +138,833 +19%
Creative Planning
28
Creative Planning
Kansas
$11.3M 741,556 +16,870 +2%
PT
29
Plimoth Trust
Massachusetts
$10.9M 713,156 -2,777 -0.4%
BMM
30
Buffington Mohr McNeal
Idaho
$10.5M 688,590 -4,709 -0.7%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$10.4M 680,187 +82,097 +14%
PA
32
Parkside Advisors
California
$10.3M 673,016 +49,579 +8%
ISB
33
Iowa State Bank
Iowa
$10.2M 670,827 +60,039 +10%
FNBTCON
34
First National Bank & Trust Co of Newtown
Pennsylvania
$9.97M 653,466 +5,385 +0.8%
CCMG
35
Clark Capital Management Group
Pennsylvania
$9.63M 631,208 -8,703 -1%
SAMC
36
Spectrum Asset Management (Connecticut)
Connecticut
$9.61M 629,938 -67,445 -10%
ONB
37
Old National Bancorp
Indiana
$9.47M 620,435 +361,666 +140%
Renaissance Technologies
38
Renaissance Technologies
New York
$9.44M 618,697 +293,497 +90%
RJA
39
Raymond James & Associates
Florida
$9.15M 599,527 +114,495 +24%
CA
40
Crewe Advisors
Utah
$8.62M 564,950 +164,081 +41%
AWM
41
AE Wealth Management
Kansas
$8.31M 544,691 +419,145 +334%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$8.11M 531,330 +401,428 +309%
BCI
43
Brinker Capital Investments
Pennsylvania
$7.35M 481,843 -193,558 -29%
ML
44
McAdam LLC
Pennsylvania
$6.94M 468,584 +76,952 +20%
TC
45
Tatro Capital
Kentucky
$6.93M 454,228 +19,303 +4%
HighTower Advisors
46
HighTower Advisors
Illinois
$6.77M 443,407 +316,234 +249%
Invesco
47
Invesco
Georgia
$6.71M 439,982 -14,124 -3%
Lido Advisors
48
Lido Advisors
California
$6.57M 430,212 +75,398 +21%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$6.3M 412,539 +34,251 +9%
PA
50
Perennial Advisors
New York
$6.05M 396,111 +50,842 +15%
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