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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
Cohen & Steers
1
Cohen & Steers
New York
$1K
2
TLP
2
Trinity Legacy Partners
Texas
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$4.32M
4
Jane Street
4
Jane Street
New York
$0
5
FF
5
Friedenthal Financial
New Jersey
$1.03M
Name Market Value Shares Shares
Change 		Shares
Change %
IWA
101
IBEX Wealth Advisors
New Jersey
$1.86M 123,932 +8,869 +8%
TWM
102
Torch Wealth Management
Ohio
$1.77M 117,981 -300 -0.3%
APA
103
American Portfolios Advisors
New York
$1.77M 117,624 +5,735 +5%
RG
104
Retirement Group
California
$1.73M 115,273 +115,273 New
SCA
105
Stokes Capital Advisors
South Carolina
$1.73M 114,892 +4,780 +4%
SWP
106
Stratos Wealth Partners
Ohio
$1.69M 112,467 -1,380 -1%
GC
107
Guggenheim Capital
Illinois
$1.68M 111,617 -9,820 -8%
MCM
108
MV Capital Management
Maryland
$1.66M 110,387 -200 -0.2%
NA
109
NewEdge Advisors
Louisiana
$1.63M 108,567 +76 +0.1%
LC
110
Landaas & Company
Wisconsin
$1.57M 104,655 -2,075 -2%
WS
111
Wela Strategies
Georgia
$1.54M 102,388 +5,487 +6%
CAN
112
Cetera Advisor Networks
California
$1.52M 101,185 +85 +0.1%
WP
113
WealthPLAN Partners
Nebraska
$1.51M 99,657 +5,893 +6%
SAG
114
Spotlight Asset Group
Illinois
$1.51M 107,806 +107,806 New
BWM
115
BCS Wealth Management
Tennessee
$1.51M 100,333 +100,333 New
ISWM
116
Independent Solutions Wealth Management
New York
$1.5M 99,759 +99,759 New
KLCM
117
KG&L Capital Management
Louisiana
$1.47M 98,091 +15,649 +19%
WA
118
Wambolt & Associates
Colorado
$1.46M 97,094 +2,299 +2%
Koshinski Asset Management
119
Koshinski Asset Management
Illinois
$1.41M 94,132 +94,132 New
FHC
120
First Heartland Consultants
Missouri
$1.39M 92,784 -58,314 -39%
SS
121
Sunbelt Securities
Texas
$1.39M 110,721 +60,125 +119%
CFB
122
Cullen/Frost Bankers
Texas
$1.35M 89,838 +3,622 +4%
LP
123
LGL Partners
Pennsylvania
$1.34M 89,342 -21,478 -19%
TSS
124
Two Sigma Securities
New York
$1.33M 88,394 +16,607 +23%
AAS
125
Avantax Advisory Services
Texas
$1.32M 87,241 +87,241 New
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5
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