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Invesco Preferred ETF
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Overview Fund Activity

415 hedge funds and large institutions have $2.45B invested in Invesco Preferred ETF in 2019 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 175 increasing their positions, 90 reducing their positions, and 25 closing their positions.

Holders
415
Holders Change
+57
Holders Change %
+15.92%
% of All Funds
8.2%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.32%
New
87
Increased
175
Reduced
90
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$666M
2
Truist Financial
2
Truist Financial
North Carolina
$26.8M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$181M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$40.9M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$22.5M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$33.5M
2
Cohen & Steers
2
Cohen & Steers
New York
$1K
3
TLP
3
Trinity Legacy Partners
Texas
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$4.32M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
William Blair & Company
76
William Blair & Company
Illinois
$3.21M 213,919 +79,405 +59%
SFA
77
Sequoia Financial Advisors
Ohio
$3.12M 207,722 +207,722 New
HFG
78
Heron Financial Group
New York
$3M 196,826 +196,826 New
ACA
79
Atlas Capital Advisors
Wyoming
$2.98M 198,607 +9,102 +5%
SC
80
Scotia Capital
Ontario, Canada
$2.97M 197,607 -390 -0.2%
AG
81
Appleton Group
Wisconsin
$2.84M 188,917 -87,607 -32%
VAS
82
Valicenti Advisory Services
New York
$2.75M 183,336 +156,851 +592%
CIBC World Market
83
CIBC World Market
Ontario, Canada
$2.66M 177,470 +822 +0.5%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$2.6M 173,397 +55,958 +48%
RCA
85
Reitz Capital Advisors
Michigan
$2.56M 170,317 +4,844 +3%
AI
86
Atria Investments
North Carolina
$2.54M 169,070 +169,070 New
MA
87
Mutual Advisors
Nebraska
$2.54M 168,914 +8,504 +5%
UCFA
88
United Capital Financial Advisors
Texas
$2.46M 163,757 +742 +0.5%
CT
89
Coastline Trust
Rhode Island
$2.4M 160,210 – –
HSA
90
HBK Sorce Advisory
Pennsylvania
$2.39M 158,936 +8,296 +6%
BFC
91
Blue Fin Capital
Rhode Island
$2.33M 155,367 +32,191 +26%
FDCDDQ
92
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.31M 153,903 +305 +0.2%
TPA
93
Trivium Point Advisory
Connecticut
$2.22M 148,085 -2,545 -2%
IP
94
Intellectus Partners
California
$2.2M 146,282 +14,114 +11%
GWCM
95
Godshalk Welsh Capital Management
Pennsylvania
$2.17M 144,258 +12,600 +10%
SDAM
96
Shulman DeMeo Asset Management
New York
$2.15M 143,429 +16,981 +13%
OIA
97
Optimum Investment Advisors
Illinois
$2.13M 141,579 +15,511 +12%
Thrivent Financial for Lutherans
98
Thrivent Financial for Lutherans
Minnesota
$2.05M 136,661 +136,661 New
Lido Advisors
99
Lido Advisors
California
$2.02M 134,226 +14,686 +12%
ACM
100
AlphaStar Capital Management
North Carolina
$1.99M 132,490 -3,986 -3%
2 3
4
5 6