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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 %
CTB
476
Country Trust Bank
Illinois
$5K +$5K +340 New
JFGIW
477
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K +$5K +350 New
TC
478
Trust Company
Kansas
$5K +$5K +365 New
HI
479
Hudock Inc
Pennsylvania
$5K +$5K +386 New
Simplex Trading
480
Simplex Trading
Illinois
$4K -$45.3K -3,395 -92%
FFW
481
Fusion Family Wealth
New York
$4K – – –
FMII
482
Farmers & Merchants Investments Inc
Nebraska
$4K +$4K +236 New
EVM
483
Eaton Vance Management
Massachusetts
$4K +$4K +286 New
SCA
484
Stonebridge Capital Advisors
Minnesota
$4K +$4K +299 New
AIM
485
Anchor Investment Management
South Carolina
$3.75K – – –
RFA
486
Reilly Financial Advisors
California
$3K +$3K +191 New
HCP
487
Hexagon Capital Partners
Arkansas
$2K -$731 -57 -27%
JWM
488
Janiczek Wealth Management
Colorado
$2K – – –
POIA
489
Pin Oak Investment Advisors
Texas
$2K – – –
HS
490
Horan Securities
United States
$2K +$2K +114 New
WB
491
Webster Bank
Connecticut
$2K +$2K +129 New
CHC
492
City Holding Co
West Virginia
$2K +$2K +142 New
SSB
493
Sandy Spring Bank
Maryland
$1K – – –
RIA
494
RPG Investment Advisory
California
$1K – – –
WAS
495
Wealth Advisory Solutions
Indiana
$1K +$1K +60,514 New
1WM
496
1900 Wealth Management
Texas
$790 +$68 +4,507 +9%
MA
497
MBA Advisors
Pennsylvania
$247 +$247 +16,435 New
FGAM
498
Financial Gravity Asset Management
Texas
$20 +$11 +718 +118%
WIM
499
Westside Investment Management
California
$10 +$10 +703 New
BBHC
500
Brown Brothers Harriman & Co
New York
$4 +$4 +261 New
18 19
20
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