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Invesco Preferred ETF
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Overview Fund Activity

489 hedge funds and large institutions have $3.02B invested in Invesco Preferred ETF in 2020 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 202 increasing their positions, 107 reducing their positions, and 34 closing their positions.

Holders
489
Holders Change
+65
Holders Change %
+15.33%
% of All Funds
8.68%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.3%
New
107
Increased
202
Reduced
107
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$53.7M
2
Bank of America
2
Bank of America
North Carolina
$687M
3
Cohen & Steers
3
Cohen & Steers
New York
$31.3M
4
LPL Financial
4
LPL Financial
California
$85.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$190M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$0
2
HCM
2
Hilton Capital Management
New York
$36M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$0
4
PI
4
PFS Investments
Georgia
$0
5
UBS Group
5
UBS Group
Switzerland
$93M
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
51
Baird Financial Group
Wisconsin
$5.99M 392,505 -2,327 -0.6%
OPS
52
Orion Portfolio Solutions
Nebraska
$5.96M 390,807 +65,959 +20%
PAG
53
Private Advisor Group
New Jersey
$5.89M 385,652 +83,654 +28%
ODCM
54
Old Dominion Capital Management
Virginia
$5.82M 381,276 +367,481 +2,664%
AGA
55
Arkos Global Advisors
Texas
$5.72M 374,959 -856 -0.2%
AAP
56
Arax Advisory Partners
Colorado
$5.62M 368,507 +12,485 +4%
HFM
57
Hartford Financial Management
Connecticut
$5.44M 356,667 +8,296 +2%
MCM
58
MV Capital Management
Maryland
$5.4M 354,071 +186,904 +112%
IA
59
IFP Advisors
Florida
$5.32M 349,423 +163,593 +88%
CCM
60
Compton Capital Management
Rhode Island
$5.28M 345,748 -500 -0.1%
ACA
61
Atlas Capital Advisors
Wyoming
$5.27M 345,435 -26,147 -7%
TF
62
Tompkins Financial
New York
$5.19M 340,321 +33,606 +11%
SFA
63
Sequoia Financial Advisors
Ohio
$5.15M 337,634 +47,882 +17%
GRP
64
Global Retirement Partners
California
$5.02M 328,954 +61,746 +23%
BFG
65
Barber Financial Group
Kansas
$4.99M 326,738 +326,738 New
OPWM
66
Oxinas Partners Wealth Management
Indiana
$4.91M 322,039 +322,039 New
FCA
67
FinTrust Capital Advisors
South Carolina
$4.91M 321,790 -19,029 -6%
Comerica Bank
68
Comerica Bank
Texas
$4.87M 323,704 -6,716 -2%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$4.84M 316,960 +4,540 +1%
BEC
70
Blue Edge Capital
Virginia
$4.79M 313,945 +1,915 +0.6%
TCPWM
71
Traverso Chambers Private Wealth Management
California
$4.75M 311,013 +15,851 +5%
CIBC Private Wealth Group
72
CIBC Private Wealth Group
Georgia
$4.57M 299,672 +66,347 +28%
CCA
73
Checchi Capital Advisers
California
$4.52M 296,218 +256,998 +655%
WSTAM
74
Wilbanks Smith & Thomas Asset Management
Virginia
$4.39M 287,600 +60,734 +27%
VAS
75
Valicenti Advisory Services
New York
$4.3M 281,790 +21,929 +8%
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