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Invesco Preferred ETF
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Overview Fund Activity

412 hedge funds and large institutions have $2.35B invested in Invesco Preferred ETF in 2020 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 146 increasing their positions, 130 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
+10
Holders Change %
+2.49%
% of All Funds
8.47%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.39%
New
61
Increased
146
Reduced
130
Closed
46
Calls
$395K
Puts
$291K
Net Calls
+$104K
Net Calls Change
+$116K

Top Buyers

1
HI
Horizon Investments
North Carolina
+$35.1M
2
HCM
Hilton Capital Management
New York
+$33.7M
3
UBS Group
UBS Group
Switzerland
+$26.5M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$21.7M
5
CAM
Cresset Asset Management
Illinois
+$18.3M

Top Sellers

1
SS
Sunbelt Securities
Texas
-$69.6M
2
HNB
Huntington National Bank
Ohio
-$28.1M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$18.8M
4
Bank of America
Bank of America
North Carolina
-$10.2M
5
CG
Colony Group
Massachusetts
-$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPB
76
First PREMIER Bank
South Dakota
$3.01M +$286K +20,285 +11%
GRP
77
Global Retirement Partners
California
$2.93M +$2.24M +158,549 +324%
SSWM
78
Sheets Smith Wealth Management
North Carolina
$2.91M +$1.88M +133,293 +183%
SC
79
Scotia Capital
Ontario, Canada
$2.86M +$98K +6,943 +4%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$2.77M +$2.18M +154,311 +368%
HSA
81
HBK Sorce Advisory
Pennsylvania
$2.69M +$340K +24,048 +14%
Cohen & Steers
82
Cohen & Steers
New York
$2.58M -$4.55M -322,281 -64%
Creative Planning
83
Creative Planning
Kansas
$2.58M +$1.68M +119,020 +188%
SPC
84
Sigma Planning Corp
Michigan
$2.49M +$37K +2,618 +2%
AWS
85
AJ Wealth Strategies
New York
$2.49M +$70.6K +5,000 +3%
CIBC World Market
86
CIBC World Market
Ontario, Canada
$2.42M +$2.42M +171,410 New
MA
87
Mutual Advisors
Nebraska
$2.3M +$19K +1,343 +0.8%
William Blair & Company
88
William Blair & Company
Illinois
$2.27M -$879K -62,227 -28%
AI
89
Atria Investments
North Carolina
$2.25M +$209K +14,803 +10%
Bank of New York Mellon
90
Bank of New York Mellon
New York
$2.2M +$1.72M +121,821 +359%
IWA
91
IBEX Wealth Advisors
New Jersey
$2.15M +$194K +13,764 +10%
CTC
92
Central Trust Company
Missouri
$2.1M +$990K +70,134 +89%
IP
93
Intellectus Partners
California
$2.09M -$27.4K -1,942 -1%
TPA
94
Trivium Point Advisory
Connecticut
$2.06M +$182K +12,783 +10%
CWM
95
Centric Wealth Management
Illinois
$2.04M +$161K +11,373 +9%
CT
96
Coastline Trust
Rhode Island
$2.02M -$85.6K -6,060 -4%
CAAS
97
Capital Asset Advisory Services
Michigan
$1.96M +$1.19M +80,866 +156%
PFA
98
Professional Financial Advisors
Nebraska
$1.92M +$1.43M +101,077 +292%
GWCM
99
Godshalk Welsh Capital Management
Pennsylvania
$1.91M -$70.6K -5,000 -4%
MCM
100
MV Capital Management
Maryland
$1.91M +$166K +11,719 +9%
2 3
4
5 6