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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
$35.4M
2
HCM
Hilton Capital Management
New York
$34.1M
3
UBS Group
UBS Group
Switzerland
$90.4M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$27.2M
5
CAM
Cresset Asset Management
Illinois
$18.3M

Top Sellers

1
SS
Sunbelt Securities
Texas
$373K
2
HNB
Huntington National Bank
Ohio
$29.7M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$0
4
Bank of America
Bank of America
North Carolina
$571M
5
CG
Colony Group
Massachusetts
$300K
Name Holding Trade Value Shares
Change 		Shares
Change %
PIMG
101
Patriot Investment Management Group
Tennessee
$1.88M +$161K +11,388 +9%
CAGAS
102
Capital Advisory Group Advisory Services
Minnesota
$1.87M +$1.73M +122,707 +1,246%
FDCDDQ
103
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.87M -$234K -16,575 -11%
RG
104
Retirement Group
California
$1.83M +$1.83M +129,396 New
APA
105
American Portfolios Advisors
New York
$1.81M -$81.9K -5,803 -4%
BEI
106
Benjamin Edwards Inc
Missouri
$1.8M +$1.8M +127,239 New
ACM
107
AlphaStar Capital Management
North Carolina
$1.79M +$61.2K +4,283 +4%
OIA
108
Optimum Investment Advisors
Illinois
$1.77M -$125K -8,870 -7%
AWM
109
AE Wealth Management
Kansas
$1.7M +$39.3K +2,781 +2%
CRWM
110
Castle Rock Wealth Management
California
$1.69M +$1.29M +87,851 +326%
BFC
111
Blue Fin Capital
Rhode Island
$1.68M -$516K -36,517 -24%
WS
112
Wela Strategies
Georgia
$1.65M -$10.6K -754 -0.6%
HighTower Advisors
113
HighTower Advisors
Illinois
$1.63M -$761K -53,895 -32%
Qube Research & Technologies (QRT)
114
Qube Research & Technologies (QRT)
United Kingdom
$1.62M +$1.62M +114,422 New
SDAM
115
Shulman DeMeo Asset Management
New York
$1.59M -$286K -20,240 -15%
LWAC
116
Laurel Wealth Advisors (California)
California
$1.59M +$278K +19,685 +21%
SKK
117
Shepherd Kaplan Krochuk
Massachusetts
$1.57M +$1.57M +111,041 New
NA
118
NewEdge Advisors
Louisiana
$1.54M -$10.5K -744 -0.7%
RWA
119
Redhawk Wealth Advisors
Minnesota
$1.52M +$1.52M +107,754 New
SWP
120
Stratos Wealth Partners
Ohio
$1.47M -$144K -10,203 -9%
LC
121
Landaas & Company
Wisconsin
$1.43M -$45.2K -3,200 -3%
KLCM
122
KG&L Capital Management
Louisiana
$1.43M +$16.1K +1,140 +1%
WA
123
Wambolt & Associates
Colorado
$1.43M -$17.3K -1,227 -1%
IA
124
IFP Advisors
Florida
$1.41M -$2.36M -168,933 -63%
RCA
125
Reitz Capital Advisors
Michigan
$1.38M -$1.02M -72,590 -43%
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5
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