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Invesco Preferred ETF
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Overview Fund Activity

502 hedge funds and large institutions have $3.43B invested in Invesco Preferred ETF in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 223 increasing their positions, 133 reducing their positions, and 32 closing their positions.

Holders
502
Holders Change
–
Holders Change %
0%
% of All Funds
8.82%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
37
Increased
223
Reduced
133
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HNB
1
Huntington National Bank
Ohio
$120M
2
Bank of America
2
Bank of America
North Carolina
$788M
3
AF
3
Allworth Financial
California
$18.3M
4
CAM
4
Cresset Asset Management
Illinois
$15.4M
5
Creative Planning
5
Creative Planning
Kansas
$13.2M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$173M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
AP
3
Advisors Preferred
Maryland
$1.52M
4
HA
4
Harfst & Associates
Wyoming
$768K
5
WP
5
WealthPLAN Partners
Nebraska
$9.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
51
Tatro Capital
Kentucky
$8.47M +$263K +17,500 +3%
AWM
52
AE Wealth Management
Kansas
$8.43M -$1.86M -123,716 -18%
Truist Financial
53
Truist Financial
North Carolina
$8.31M -$6.1M -406,069 -42%
TYCC
54
Texas Yale Capital Corp
Florida
$8.29M +$8.29M +551,334 New
MCM
55
MV Capital Management
Maryland
$8.07M +$327K +21,764 +4%
PJSIMP
56
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.96M +$625K +41,473 +9%
SAMC
57
Spectrum Asset Management (Connecticut)
Connecticut
$7.94M -$107K -7,105 -1%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$7.92M +$1.41M +94,121 +22%
PA
59
Perennial Advisors
New York
$7.71M +$553K +36,814 +8%
Invesco
60
Invesco
Georgia
$7.24M +$156K +10,390 +2%
CCMG
61
Clark Capital Management Group
Pennsylvania
$6.67M +$38.7K +2,574 +0.6%
WSTAM
62
Wilbanks Smith & Thomas Asset Management
Virginia
$6.6M +$378K +25,148 +6%
AGA
63
Arkos Global Advisors
Texas
$6.54M +$213K +14,153 +3%
HFG
64
Heron Financial Group
New York
$6.52M +$572K +38,062 +10%
CFA
65
Camarda Financial Advisors
Florida
$6.28M +$4.28M +284,953 +214%
CAN
66
Cetera Advisor Networks
California
$6.1M +$387K +25,729 +7%
IA
67
IndexIQ Advisors
New York
$6.04M +$2.71M +180,602 +82%
GRP
68
Global Retirement Partners
California
$5.93M +$165K +10,962 +3%
FPB
69
First PREMIER Bank
South Dakota
$5.81M +$504K +33,554 +10%
AWM
70
Atticus Wealth Management
Florida
$5.78M +$1.16M +77,117 +25%
HHRDM
71
H&H Retirement Design & Management
Nevada
$5.73M +$123K +8,280 +2%
TCPWM
72
Traverso Chambers Private Wealth Management
California
$5.63M +$398K +26,469 +8%
CCM
73
Compton Capital Management
Rhode Island
$5.59M -$67.6K -4,500 -1%
TF
74
Tompkins Financial
New York
$5.45M +$5.45M +362,284 New
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$5.44M +$3.22M +214,212 +145%
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3
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