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Invesco Preferred ETF
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Overview Fund Activity

412 hedge funds and large institutions have $2.35B invested in Invesco Preferred ETF in 2020 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 146 increasing their positions, 130 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
+10
Holders Change %
+2.49%
% of All Funds
8.47%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.39%
New
61
Increased
146
Reduced
130
Closed
46
Calls
$395K
Puts
$291K
Net Calls
+$104K
Net Calls Change
+$116K

Top Buyers

1
HI
Horizon Investments
North Carolina
$35.4M
2
HCM
Hilton Capital Management
New York
$34.1M
3
UBS Group
UBS Group
Switzerland
$90.4M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$27.2M
5
CAM
Cresset Asset Management
Illinois
$18.3M

Top Sellers

1
SS
Sunbelt Securities
Texas
$373K
2
HNB
Huntington National Bank
Ohio
$29.7M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$0
4
Bank of America
Bank of America
North Carolina
$571M
5
CG
Colony Group
Massachusetts
$300K
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
51
Perennial Advisors
New York
$4.58M +$689K +48,805 +18%
AGA
52
Arkos Global Advisors
Texas
$4.4M +$1.05M +74,597 +31%
BEC
53
Blue Edge Capital
Virginia
$4.26M -$21.5K -1,523 -0.5%
TF
54
Tompkins Financial
New York
$4.23M +$198K +14,014 +5%
Asset Management One
55
Asset Management One
Japan
$4.23M – – –
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$4.01M +$839K +59,391 +26%
TCPWM
57
Traverso Chambers Private Wealth Management
California
$4.01M -$137K -9,675 -3%
Comerica Bank
58
Comerica Bank
Texas
$4M +$75K +5,185 +2%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$4M +$1.24M +87,519 +45%
CCG
60
Chatham Capital Group
Georgia
$3.96M -$58.6K -4,150 -1%
Renaissance Technologies
61
Renaissance Technologies
New York
$3.82M +$3.82M +270,300 New
ACA
62
Atlas Capital Advisors
Wyoming
$3.78M -$290K -20,562 -7%
EWM
63
Edge Wealth Management
New York
$3.76M -$174K -12,340 -4%
VAS
64
Valicenti Advisory Services
New York
$3.74M -$1.26M -89,234 -25%
UCFA
65
United Capital Financial Advisors
Texas
$3.68M -$462K -32,725 -11%
Lido Advisors
66
Lido Advisors
California
$3.42M +$1.43M +101,034 +72%
HFG
67
Heron Financial Group
New York
$3.4M +$273K +19,051 +9%
AWM
68
Atticus Wealth Management
Florida
$3.38M +$312K +22,068 +10%
HHRDM
69
H&H Retirement Design & Management
Nevada
$3.33M -$177K -12,572 -5%
HWM
70
Howard Wealth Management
Connecticut
$3.29M +$19.5K +1,381 +0.6%
TFA
71
Toth Financial Advisory
Virginia
$3.27M +$215K +15,214 +7%
CCA
72
Clearwater Capital Advisors
Illinois
$3.26M +$308K +21,832 +10%
SFA
73
Sequoia Financial Advisors
Ohio
$3.25M +$188K +13,296 +6%
AG
74
Appleton Group
Wisconsin
$3.2M +$3.2M +226,674 New
PCWA
75
Pacific Capital Wealth Advisors
California
$3.02M -$52.2K -3,700 -2%
1 2
3
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