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Invesco Preferred ETF
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Overview Fund Activity

503 hedge funds and large institutions have $3.08B invested in Invesco Preferred ETF in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 203 increasing their positions, 146 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+14
Holders Change %
+2.86%
% of All Funds
8.86%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.23%
New
71
Increased
203
Reduced
146
Closed
53
Calls
$206K
Puts
$201K
Net Calls
+$5K
Net Calls Change
+$5K

Top Buyers

1
Bessemer Group
1
Bessemer Group
New Jersey
$116M
2
Bank of America
2
Bank of America
North Carolina
$724M
3
AA
3
Advisory Alpha
Michigan
$25.9M
4
LPL Financial
4
LPL Financial
California
$104M
5
HI
5
Horizon Investments
North Carolina
$18M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$109M
2
Charles Schwab
2
Charles Schwab
California
$0
3
Cohen & Steers
3
Cohen & Steers
New York
$0
4
HCM
4
Hilton Capital Management
New York
$4.57M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$10M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
76
Barber Financial Group
Kansas
$4.58M -$321K -21,406 -7%
HCM
77
Hilton Capital Management
New York
$4.57M -$30.8M -2,052,503 -87%
AWM
78
Atticus Wealth Management
Florida
$4.48M +$367K +24,441 +9%
HighTower Advisors
79
HighTower Advisors
Illinois
$4.48M -$2.18M -145,332 -33%
CCM
80
Crabel Capital Management
California
$4.47M +$665K +44,326 +17%
RFM
81
Royal Fund Management
Florida
$4.34M +$307K +20,486 +8%
VAS
82
Valicenti Advisory Services
New York
$4.3M +$72.5K +4,832 +2%
CAGAS
83
Capital Advisory Group Advisory Services
Minnesota
$4.29M +$2.27M +151,064 +112%
RCA
84
Reitz Capital Advisors
Michigan
$4.24M +$279K +18,575 +7%
FPB
85
First PREMIER Bank
South Dakota
$4.21M +$290K +19,304 +7%
HSA
86
HBK Sorce Advisory
Pennsylvania
$4.11M +$569K +37,900 +16%
APA
87
American Portfolios Advisors
New York
$4M +$812K +54,157 +25%
HWM
88
Howard Wealth Management
Connecticut
$3.88M +$19.6K +1,305 +0.5%
CCG
89
Chatham Capital Group
Georgia
$3.75M +$187K +12,500 +5%
SPIA
90
Steward Partners Investment Advisory
New York
$3.75M +$1.76M +117,426 +89%
AG
91
Appleton Group
Wisconsin
$3.7M -$143K -9,555 -4%
IWC
92
Integrated Wealth Concepts
Massachusetts
$3.67M +$1.32M +87,790 +56%
CT
93
Coastline Trust
Rhode Island
$3.61M +$1.44M +95,880 +66%
TFA
94
Toth Financial Advisory
Virginia
$3.6M +$13.4K +895 +0.4%
Asset Management One
95
Asset Management One
Japan
$3.6M -$311K -20,766 -8%
CCA
96
Clearwater Capital Advisors
Illinois
$3.41M -$21.8K -1,456 -0.6%
GM
97
GeoWealth Management
Illinois
$3.38M -$43.1K -2,874 -1%
PCWA
98
Pacific Capital Wealth Advisors
California
$3.35M +$52.4K +3,492 +2%
IWA
99
IBEX Wealth Advisors
New Jersey
$3.33M -$532K -35,468 -14%
Goldman Sachs
100
Goldman Sachs
New York
$3.26M -$72.2K -4,810 -2%
2 3
4
5 6