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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 %
PA
51
Perennial Advisors
New York
$7M +$1.06M +70,672 +18%
CCA
52
Checchi Capital Advisers
California
$6.88M +$2.44M +162,748 +55%
Lido Advisors
53
Lido Advisors
California
$6.8M +$348K +23,186 +5%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$6.38M +$1.62M +108,172 +34%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$6.25M +$366K +24,430 +6%
AGA
56
Arkos Global Advisors
Texas
$6.25M +$626K +41,710 +11%
IA
57
IFP Advisors
Florida
$6.18M +$934K +62,262 +18%
ACA
58
Atlas Capital Advisors
Wyoming
$5.85M +$671K +44,758 +13%
HHRDM
59
H&H Retirement Design & Management
Nevada
$5.77M +$5.77M +382,708 New
CCM
60
Compton Capital Management
Rhode Island
$5.65M +$461K +30,700 +9%
SFA
61
Sequoia Financial Advisors
Ohio
$5.6M +$536K +35,727 +11%
MCC
62
Money Concepts Capital
Florida
$5.56M +$5.2M +346,680 +1,460%
HFG
63
Heron Financial Group
New York
$5.48M +$1.28M +85,039 +30%
OPS
64
Orion Portfolio Solutions
Nebraska
$5.36M -$501K -33,413 -9%
GRP
65
Global Retirement Partners
California
$5.33M +$391K +26,061 +8%
TF
66
Tompkins Financial
New York
$5.27M +$162K +10,789 +3%
HFM
67
Hartford Financial Management
Connecticut
$5.22M -$128K -8,533 -2%
PJSIMP
68
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.19M +$5.19M +344,729 New
Comerica Bank
69
Comerica Bank
Texas
$5.14M +$250K +16,593 +5%
BEC
70
Blue Edge Capital
Virginia
$5.01M +$298K +19,834 +6%
TCPWM
71
Traverso Chambers Private Wealth Management
California
$4.87M +$202K +13,472 +4%
NA
72
NewEdge Advisors
Louisiana
$4.76M +$794K +52,914 +20%
FCA
73
FinTrust Capital Advisors
South Carolina
$4.75M -$74.9K -4,994 -2%
WSTAM
74
Wilbanks Smith & Thomas Asset Management
Virginia
$4.72M +$409K +27,252 +9%
CIBC Private Wealth Group
75
CIBC Private Wealth Group
Georgia
$4.68M +$185K +12,329 +4%
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3
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