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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 %
Charles Schwab
501
Charles Schwab
California
– -$53.7M -3,516,315 Closed
Cohen & Steers
502
Cohen & Steers
New York
– -$31.3M -2,050,000 Closed
AP
503
Advisors Preferred
Maryland
– -$4.1M -270,674 Closed
FI
504
FormulaFolio Investments
Michigan
– -$3.47M -227,365 Closed
SS
505
Simplicity Solutions
Minnesota
– -$3.31M -217,156 Closed
SP
506
SWS Partners
Ohio
– -$3.25M -213,025 Closed
CGFA
507
Colton Groome Financial Advisors
North Carolina
– -$2.46M -161,034 Closed
BCM
508
Brookstone Capital Management
Illinois
– -$1.36M -89,025 Closed
HF
509
HRT Financial
New York
– -$1.15M -75,484 Closed
QA
510
Quantitative Advantage
Minnesota
– -$984K -64,484 Closed
TFA
511
Tranquilli Financial Advisor
New Jersey
– -$984K -64,482 Closed
BRWM
512
B. Riley Wealth Management
Tennessee
– -$939K -61,505 Closed
NWA
513
Navis Wealth Advisors
New York
– -$839K -55,000 Closed
RIA
514
Regal Investment Advisors
Michigan
– -$748K -49,009 Closed
PFA
515
Pinnacle Family Advisors
Missouri
– -$573K -37,521 Closed
FFS
516
Founders Financial Securities
Maryland
– -$511K -33,483 Closed
DC
517
Davenport & Co
Virginia
– -$436K -28,602 Closed
FTUS
518
Flow Traders U.S.
New York
– -$389K -25,517 Closed
SAG
519
Spotlight Asset Group
Illinois
– -$385K -25,226 Closed
RWM
520
RBA Wealth Management
California
– -$259K -16,965 Closed
SWM
521
Southern Wealth Management
Texas
– -$242K -15,877 Closed
LBC
522
Lowe Brockenbrough & Co
Virginia
– -$212K -13,900 Closed
MCWS
523
McKinley Carter Wealth Services
West Virginia
– -$187K -12,240 Closed
AMC
524
Asset Management Corp
Illinois
– -$173K -11,500 Closed
EFS
525
Essex Financial Services
Connecticut
– -$173K -11,340 Closed
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