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Invesco Preferred ETF
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Overview Fund Activity

402 hedge funds and large institutions have $2.15B invested in Invesco Preferred ETF in 2020 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 154 increasing their positions, 133 reducing their positions, and 56 closing their positions.

Holders
402
Holders Change
-13
Holders Change %
-3.13%
% of All Funds
8.88%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.46%
New
52
Increased
154
Reduced
133
Closed
56
Calls
–
Puts
$12K
Net Calls
-$12K
Net Calls Change
-$12K

Top Buyers

1
SS
1
Sunbelt Securities
Texas
$71.1M
2
Wells Fargo
2
Wells Fargo
California
$313M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$18.8M
4
WP
4
WealthPLAN Partners
Nebraska
$15M
5
Prudential Financial
5
Prudential Financial
New Jersey
$24.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$542M
2
HNB
2
Huntington National Bank
Ohio
$28.1M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$2.23M
4
EWM
4
Edge Wealth Management
New York
$3.65M
5
JIP
5
JBJ Investment Partners
South Carolina
$363K
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
76
Toth Financial Advisory
Virginia
$2.85M -$281K -21,384 -9%
CCA
77
Clearwater Capital Advisors
Illinois
$2.75M -$89.5K -6,804 -3%
SC
78
Scotia Capital
Ontario, Canada
$2.58M -$25.6K -1,943 -1%
Baird Financial Group
79
Baird Financial Group
Wisconsin
$2.57M +$290K +22,040 +13%
FPB
80
First PREMIER Bank
South Dakota
$2.54M +$1.59M +121,174 +169%
SPC
81
Sigma Planning Corp
Michigan
$2.29M -$1.34M -102,145 -37%
AWS
82
AJ Wealth Strategies
New York
$2.25M +$2.25M +171,000 New
RCA
83
Reitz Capital Advisors
Michigan
$2.24M -$3.44K -261 -0.2%
HighTower Advisors
84
HighTower Advisors
Illinois
$2.23M -$18.2M -1,383,489 -89%
HSA
85
HBK Sorce Advisory
Pennsylvania
$2.19M +$97.2K +7,383 +5%
PCM
86
Peak Capital Management
Colorado
$2.19M -$1.51M -114,374 -41%
MA
87
Mutual Advisors
Nebraska
$2.12M -$101K -7,686 -5%
BFC
88
Blue Fin Capital
Rhode Island
$2.04M – – –
CWM
89
Centric Wealth Management
Illinois
$1.99M +$1.99M +132,959 New
IP
90
Intellectus Partners
California
$1.97M +$43.5K +3,304 +2%
FDCDDQ
91
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.96M -$64.5K -4,900 -3%
CT
92
Coastline Trust
Rhode Island
$1.96M -$149K -11,350 -7%
AI
93
Atria Investments
North Carolina
$1.9M -$326K -24,756 -15%
UAS
94
United Asset Strategies
New York
$1.88M +$1.88M +142,741 New
Lido Advisors
95
Lido Advisors
California
$1.86M +$92K +6,992 +5%
GWCM
96
Godshalk Welsh Capital Management
Pennsylvania
$1.85M -$52.6K -4,000 -3%
IWA
97
IBEX Wealth Advisors
New Jersey
$1.82M +$188K +14,310 +12%
TPA
98
Trivium Point Advisory
Connecticut
$1.78M -$211K -15,655 -11%
OIA
99
Optimum Investment Advisors
Illinois
$1.77M -$94.3K -7,165 -5%
APA
100
American Portfolios Advisors
New York
$1.77M +$219K +16,631 +14%
2 3
4
5 6