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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 %
SCM
526
Southport Capital Management
Tennessee
– -$164K -10,724 Closed
MWM
527
Meridian Wealth Management
Kentucky
– -$154K -10,097 Closed
RPWA
528
Regent Peak Wealth Advisors
Georgia
– -$89K -5,840 Closed
CTFG
529
Capstone Triton Financial Group
Oklahoma
– -$86K -5,629 Closed
CCA
530
Childress Capital Advisors
Texas
– -$72K -4,704 Closed
ICP
531
Interchange Capital Partners
Pennsylvania
– -$61K -4,030 Closed
CWM
532
Curi Wealth Management
North Carolina
– -$61K -4,029 Closed
SIAG
533
Safeguard Investment Advisory Group
California
– -$50K -3,283 Closed
FMP
534
Financial Management Professionals
Texas
– -$47K -3,098 Closed
FCH
535
Freestone Capital Holdings
Washington
– -$36.7K -2,404 Closed
DAC
536
Dividend Assets Capital
South Carolina
– -$35K -2,281 Closed
CLOS
537
Compagnie Lombard Odier SCmA
Switzerland
– -$31K -2,000 Closed
TIAM2
538
Tru Independence Asset Management 2
Oregon
– -$19K -1,220 Closed
AW
539
Avion Wealth
Texas
– -$13K -839 Closed
SNT
540
Security National Trust
West Virginia
– -$11K -700 Closed
BDWCC
541
B&D White Capital Company
Texas
– -$7K -500 Closed
PCIA
542
Prime Capital Investment Advisors
Kansas
– -$5K -338 Closed
PB
543
Pinnacle Bancorp
Nebraska
– -$5K -314 Closed
PMFA
544
Plante Moran Financial Advisors
Michigan
– -$4K -292 Closed
QCG
545
Quadrant Capital Group
Ohio
– -$3K -200 Closed
LFG
546
Larson Financial Group
Missouri
– -$2K -142 Closed
S
547
SignatureFD
Georgia
– -$1K -92 Closed
HR
548
Howe & Rusling
New York
– -$1K -65 Closed
Deutsche Bank
549
Deutsche Bank
Germany
– -$1K -52 Closed
PWPS
550
Pinnacle Wealth Planning Services
Ohio
– -$1K -33 Closed
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