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Invesco Preferred ETF
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Overview Fund Activity

424 hedge funds and large institutions have $2.71B invested in Invesco Preferred ETF in 2020 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 184 increasing their positions, 114 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+12
Holders Change %
+2.91%
% of All Funds
8.58%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.38%
New
54
Increased
184
Reduced
114
Closed
40
Calls
–
Puts
$421K
Net Calls
-$421K
Net Calls Change
-$525K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$34.8M
2
HCM
Hilton Capital Management
New York
+$21.5M
3
Morgan Stanley
Morgan Stanley
New York
+$16.9M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$15.7M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$15.3M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$29.7M
2
Truist Financial
Truist Financial
North Carolina
-$8.16M
3
AA
Apriem Advisors
California
-$6.08M
4
I
INVST
Indiana
-$6.02M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$4.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
76
IBEX Wealth Advisors
New Jersey
$3.57M +$1.33M +90,049 +59%
AG
77
Appleton Group
Wisconsin
$3.55M +$208K +14,096 +6%
AAS
78
Avantax Advisory Services
Texas
$3.46M +$2.22M +151,194 +179%
TFA
79
Toth Financial Advisory
Virginia
$3.46M +$44.1K +2,991 +1%
CIBC Private Wealth Group
80
CIBC Private Wealth Group
Georgia
$3.44M +$3.14M +213,410 +1,072%
EWM
81
Edge Wealth Management
New York
$3.42M -$499K -33,849 -13%
CCA
82
Clearwater Capital Advisors
Illinois
$3.36M -$40.3K -2,735 -1%
WSTAM
83
Wilbanks Smith & Thomas Asset Management
Virginia
$3.34M +$2.83M +192,276 +556%
PCWA
84
Pacific Capital Wealth Advisors
California
$3.2M +$51K +3,464 +2%
Goldman Sachs
85
Goldman Sachs
New York
$3.11M +$1.89M +128,217 +154%
SSWM
86
Sheets Smith Wealth Management
North Carolina
$3.06M +$27.8K +1,890 +0.9%
SP
87
SWS Partners
Ohio
$3.05M +$3.05M +206,828 New
SC
88
Scotia Capital
Ontario, Canada
$3.02M +$35.6K +2,417 +1%
HSA
89
HBK Sorce Advisory
Pennsylvania
$3M +$194K +13,187 +7%
IA
90
IFP Advisors
Florida
$2.74M +$1.26M +85,165 +85%
CTC
91
Central Trust Company
Missouri
$2.59M +$399K +27,105 +18%
AI
92
Atria Investments
North Carolina
$2.59M +$242K +16,437 +10%
CIBC World Market
93
CIBC World Market
Ontario, Canada
$2.51M -$11.5K -782 -0.5%
MCM
94
MV Capital Management
Maryland
$2.46M +$471K +32,003 +24%
MA
95
Mutual Advisors
Nebraska
$2.4M +$7K +475 +0.3%
CGFA
96
Colton Groome Financial Advisors
North Carolina
$2.36M +$2.36M +160,483 New
PIMG
97
Patriot Investment Management Group
Tennessee
$2.31M +$347K +23,537 +18%
APA
98
American Portfolios Advisors
New York
$2.27M +$378K +25,694 +20%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$2.24M +$851K +57,783 +61%
TPA
100
Trivium Point Advisory
Connecticut
$2.21M +$70.4K +4,780 +3%
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4
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