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Invesco Preferred ETF
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Overview Fund Activity

415 hedge funds and large institutions have $2.45B invested in Invesco Preferred ETF in 2019 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 175 increasing their positions, 90 reducing their positions, and 25 closing their positions.

Holders
415
Holders Change
+57
Holders Change %
+15.92%
% of All Funds
8.2%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.32%
New
87
Increased
175
Reduced
90
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$666M
2
Truist Financial
2
Truist Financial
North Carolina
$26.8M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$181M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$40.9M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$22.5M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$1K
2
TLP
2
Trinity Legacy Partners
Texas
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$4.32M
4
Jane Street
4
Jane Street
New York
$0
5
FF
5
Friedenthal Financial
New Jersey
$1.03M
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$4.67M 310,842 +436 +0.1%
SAMC
52
Spectrum Asset Management (California)
California
$4.63M 308,459 +308,459 New
I
53
INVST
Indiana
$4.57M 304,642 +34,572 +13%
BEC
54
Blue Edge Capital
Virginia
$4.51M 300,257 +300,257 New
CA
55
Crewe Advisors
Utah
$4.49M 298,894 +15,110 +5%
Qube Research & Technologies (QRT)
56
Qube Research & Technologies (QRT)
United Kingdom
$4.42M 294,398 +294,398 New
TF
57
Tompkins Financial
New York
$4.35M 290,100 +20,631 +8%
Goldman Sachs
58
Goldman Sachs
New York
$4.32M 287,839 -436,855 -60%
IAA
59
Independent Advisor Alliance
North Carolina
$4.3M 286,178 +286,178 New
PCM
60
Peak Capital Management
Colorado
$4.25M 280,613 -148,533 -35%
Comerica Bank
61
Comerica Bank
Texas
$4.19M 277,706 +277,706 New
SPC
62
Sigma Planning Corp
Michigan
$4.14M 275,989 +156,225 +130%
AGA
63
Arkos Global Advisors
Texas
$4.11M 273,479 +60,598 +28%
PA
64
Perennial Advisors
New York
$4.03M 268,291 +34,458 +15%
BWM
65
Biltmore Wealth Management
Arizona
$3.94M 262,270 +4,417 +2%
IA
66
IFP Advisors
Florida
$3.91M 260,394 -19,839 -7%
AWM
67
Atticus Wealth Management
Florida
$3.67M 244,293 +244,293 New
CIBC Private Wealth Group
68
CIBC Private Wealth Group
Georgia
$3.63M 241,701 +1,012 +0.4%
TFA
69
Toth Financial Advisory
Virginia
$3.57M 238,040 +615 +0.3%
HWM
70
Howard Wealth Management
Connecticut
$3.41M 227,148 +227,148 New
KeyBank National Association
71
KeyBank National Association
Ohio
$3.37M 224,199 +224,199 New
PCWA
72
Pacific Capital Wealth Advisors
California
$3.3M 219,750 +219,750 New
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$3.29M 218,751 +12,621 +6%
SBWM
74
Sunflower Bank Wealth Management
Arizona
$3.28M 218,320 -4,875 -2%
CCA
75
Clearwater Capital Advisors
Illinois
$3.24M 215,869 -10,011 -4%
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