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Invesco Preferred ETF
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Overview Fund Activity

503 hedge funds and large institutions have $3.08B invested in Invesco Preferred ETF in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 203 increasing their positions, 146 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+14
Holders Change %
+2.86%
% of All Funds
8.86%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.23%
New
71
Increased
203
Reduced
146
Closed
53
Calls
$206K
Puts
$201K
Net Calls
+$5K
Net Calls Change
+$5K

Top Buyers

1
Bessemer Group
1
Bessemer Group
New Jersey
$116M
2
Bank of America
2
Bank of America
North Carolina
$724M
3
AA
3
Advisory Alpha
Michigan
$25.9M
4
LPL Financial
4
LPL Financial
California
$104M
5
HI
5
Horizon Investments
North Carolina
$18M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$109M
2
Charles Schwab
2
Charles Schwab
California
$0
3
Cohen & Steers
3
Cohen & Steers
New York
$0
4
HCM
4
Hilton Capital Management
New York
$4.57M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$10M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$12.4M +$6.2M +413,612 +100%
ISB
27
Iowa State Bank
Iowa
$12.3M +$2.2M +146,475 +22%
KAS
28
Kestra Advisory Services
Texas
$11.8M -$2.09M -139,612 -15%
PA
29
Parkside Advisors
California
$11.2M +$1.09M +72,608 +11%
Creative Planning
30
Creative Planning
Kansas
$11.1M -$67.9K -4,530 -0.6%
PT
31
Plimoth Trust
Massachusetts
$10.8M +$145K +9,685 +1%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$10.4M +$222K +14,797 +2%
CA
33
Crewe Advisors
Utah
$10.3M +$1.82M +121,626 +22%
CCMG
34
Clark Capital Management Group
Pennsylvania
$10.2M +$764K +50,919 +8%
BMM
35
Buffington Mohr McNeal
Idaho
$10.1M -$193K -12,868 -2%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$10M -$18.5M -1,223,503 -65%
ONB
37
Old National Bancorp
Indiana
$9.84M +$536K +35,755 +6%
AWM
38
AE Wealth Management
Kansas
$9.75M +$1.58M +105,163 +19%
FNBTCON
39
First National Bank & Trust Co of Newtown
Pennsylvania
$9.52M -$284K -18,926 -3%
ODCM
40
Old Dominion Capital Management
Virginia
$9.41M +$3.69M +245,780 +64%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$8.71M +$741K +49,380 +9%
RJA
42
Raymond James & Associates
Florida
$8.66M -$330K -21,991 -4%
PAG
43
Private Advisor Group
New Jersey
$8.5M +$2.71M +180,856 +47%
SAMC
44
Spectrum Asset Management (Connecticut)
Connecticut
$8.46M -$994K -66,236 -11%
Renaissance Technologies
45
Renaissance Technologies
New York
$8.19M -$1.09M -72,597 -12%
MCM
46
MV Capital Management
Maryland
$7.6M +$2.29M +152,741 +43%
TC
47
Tatro Capital
Kentucky
$7.4M +$589K +39,295 +9%
ML
48
McAdam LLC
Pennsylvania
$7.31M +$281K +18,705 +4%
BRWA
49
B. Riley Wealth Advisors
Florida
$7.3M +$6.77M +450,966 +1,271%
Invesco
50
Invesco
Georgia
$7.16M +$559K +37,271 +8%
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