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Invesco Preferred ETF
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Overview Fund Activity

402 hedge funds and large institutions have $2.15B invested in Invesco Preferred ETF in 2020 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 154 increasing their positions, 133 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
402
Holders Change
-13
Holders Change %
-3.13%
% of All Funds
8.88%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.46%
New
52
Increased
154
Reduced
133
Closed
56
Calls
–
Puts
$12K
Net Calls
-$12K
Net Calls Change
-$12K

Top Buyers

1
SS
1
Sunbelt Securities
Texas
$71.1M
2
Wells Fargo
2
Wells Fargo
California
$313M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$18.8M
4
WP
4
WealthPLAN Partners
Nebraska
$15M
5
Prudential Financial
5
Prudential Financial
New Jersey
$24.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$542M
2
HNB
2
Huntington National Bank
Ohio
$28.1M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$2.23M
4
EWM
4
Edge Wealth Management
New York
$3.65M
5
JIP
5
JBJ Investment Partners
South Carolina
$363K
Name Holding Trade Value Shares
Change 		Shares
Change %
Asset Management One
51
Asset Management One
Japan
$3.94M -$320K -24,321 -8%
BWM
52
Biltmore Wealth Management
Arizona
$3.94M – – –
TCPWM
53
Traverso Chambers Private Wealth Management
California
$3.87M +$3.42M +259,980 +767%
UCFA
54
United Capital Financial Advisors
Texas
$3.86M +$1.7M +129,520 +79%
ACA
55
Atlas Capital Advisors
Wyoming
$3.79M +$1.18M +89,688 +45%
Comerica Bank
56
Comerica Bank
Texas
$3.79M -$94.6K -6,772 -2%
TF
57
Tompkins Financial
New York
$3.76M -$56.9K -4,325 -1%
CCG
58
Chatham Capital Group
Georgia
$3.75M -$654K -49,700 -15%
EWM
59
Edge Wealth Management
New York
$3.65M -$17.9M -1,367,231 -83%
PA
60
Perennial Advisors
New York
$3.62M +$91.9K +6,984 +3%
IA
61
IFP Advisors
Florida
$3.58M +$122K +9,204 +4%
HHRDM
62
H&H Retirement Design & Management
Nevada
$3.27M +$3.27M +248,079 New
AGA
63
Arkos Global Advisors
Texas
$3.12M -$478K -36,339 -13%
CIBC Private Wealth Group
64
CIBC Private Wealth Group
Georgia
$3.11M -$72.2K -5,484 -2%
HWM
65
Howard Wealth Management
Connecticut
$3.05M +$59.8K +4,545 +2%
HFG
66
Heron Financial Group
New York
$3.03M +$299K +21,539 +11%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$2.96M -$2.96M -224,987 -50%
RFM
68
Royal Fund Management
Florida
$2.94M +$2.93M +222,741 +22,274%
William Blair & Company
69
William Blair & Company
Illinois
$2.93M +$118K +8,972 +4%
FHC
70
First Heartland Consultants
Missouri
$2.91M +$1.69M +128,305 +138%
IA
71
IndexIQ Advisors
New York
$2.89M -$1.25M -94,841 -30%
SP
72
SWS Partners
Ohio
$2.88M +$2.88M +218,476 New
PCWA
73
Pacific Capital Wealth Advisors
California
$2.86M -$31.2K -2,372 -1%
SFA
74
Sequoia Financial Advisors
Ohio
$2.86M +$124K +9,453 +5%
AWM
75
Atticus Wealth Management
Florida
$2.86M -$359K -27,289 -11%
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