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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.

New
Increased
Maintained
Reduced
Closed
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
HNB
1
Huntington National Bank
Ohio
$107M
2
HI
2
Horizon Investments
North Carolina
$0
3
HCM
3
Hilton Capital Management
New York
$36M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$0
5
PI
5
PFS Investments
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
476
Quadrant Capital Group
Ohio
$3K +$3K +200 New
CWP
477
Concord Wealth Partners
Virginia
$3K +$3K +204 New
JWM
478
Janiczek Wealth Management
Colorado
$2K – – –
POIA
479
Pin Oak Investment Advisors
Texas
$2K – – –
LFG
480
Larson Financial Group
Missouri
$2K +$141 +10 +8%
S
481
SignatureFD
Georgia
$1K -$32K -2,947 -97%
SSB
482
Sandy Spring Bank
Maryland
$1K – – –
PWPS
483
Pinnacle Wealth Planning Services
Ohio
$1K +$1K +33 New
Deutsche Bank
484
Deutsche Bank
Germany
$1K +$1K +52 New
RIA
485
RPG Investment Advisory
California
$1K +$1K +61 New
HR
486
Howe & Rusling
New York
$1K +$1K +65 New
NDSI
487
Newman Dignan & Sheerar Inc
Rhode Island
$326 +$16 +1,055 +5%
HI
488
Horizon Investments
North Carolina
– -$43M -2,932,915 Closed
Qube Research & Technologies (QRT)
489
Qube Research & Technologies (QRT)
United Kingdom
– -$17.3M -1,177,362 Closed
PI
490
PFS Investments
Georgia
– -$15.3M -1,036,797 Closed
TYCC
491
Texas Yale Capital Corp
Florida
– -$8.3M -563,209 Closed
PIMG
492
Patriot Investment Management Group
Tennessee
– -$2.31M -157,031 Closed
CWM
493
Centric Wealth Management
Illinois
– -$1.99M -132,959 Closed
OMC
494
Old Mission Capital
Illinois
– -$1.65M -112,191 Closed
FFN
495
Focus Financial Network
Minnesota
– -$770K -52,272 Closed
TSS
496
Two Sigma Securities
New York
– -$667K -45,278 Closed
WP
497
WealthShield Partners
North Carolina
– -$390K -26,478 Closed
NEAM
498
New England Asset Management
Connecticut
– -$389K -26,400 Closed
FAIM
499
Financial Advocates Investment Management
Washington
– -$209K -14,180 Closed
TC
500
TownSquare Capital
Utah
– -$203K -13,627 Closed
17 18 19
20
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