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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 %
CTC
101
Central Trust Company
Missouri
$3.11M +$256K +17,084 +9%
AI
102
Atria Investments
North Carolina
$3.06M +$390K +26,011 +15%
BFS
103
Bard Financial Services
Connecticut
$3.01M +$18.7K +1,250 +0.6%
SPC
104
Sigma Planning Corp
Michigan
$2.8M +$731K +48,767 +35%
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$2.78M +$916K +61,078 +49%
SS
106
Sunbelt Securities
Texas
$2.77M +$394K +26,251 +17%
SKK
107
Shepherd Kaplan Krochuk
Massachusetts
$2.7M -$1.15M -76,431 -30%
MA
108
Mutual Advisors
Nebraska
$2.68M +$441K +29,405 +20%
BCI
109
Brinker Capital Investments
Pennsylvania
$2.45M -$4.78M -318,812 -66%
PIMG
110
Patriot Investment Management Group
Tennessee
$2.43M +$2.43M +162,048 New
ISWM
111
Independent Solutions Wealth Management
New York
$2.4M +$316K +21,067 +15%
FHB
112
First Hawaiian Bank
Hawaii
$2.39M +$1.65M +109,768 +223%
FIM
113
Freedom Investment Management
Connecticut
$2.37M +$2.37M +158,108 New
PC
114
Prairiewood Capital
North Dakota
$2.33M +$237K +15,807 +11%
EPA
115
Element Pointe Advisors
Florida
$2.27M +$156K +10,430 +7%
OIA
116
OneDigital Investment Advisors
Kansas
$2.21M +$45.2K +3,011 +2%
JAG
117
Journey Advisory Group
Kentucky
$2.2M +$19.3K +1,289 +0.9%
GWCM
118
Godshalk Welsh Capital Management
Pennsylvania
$2.16M +$7.5K +500 +0.3%
Thrivent Financial for Lutherans
119
Thrivent Financial for Lutherans
Minnesota
$2.12M -$820K -54,673 -28%
RWA
120
Redhawk Wealth Advisors
Minnesota
$2.12M -$69.4K -4,628 -3%
AWS
121
AJ Wealth Strategies
New York
$2.1M – – –
MHS
122
M Holdings Securities
Oregon
$2.07M +$2.07M +138,268 New
CIBC World Market
123
CIBC World Market
Ontario, Canada
$2.01M -$574K -38,283 -22%
FDCDDQ
124
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.99M +$42.2K +2,815 +2%
CRWM
125
Castle Rock Wealth Management
California
$1.99M +$324K +21,462 +19%
3 4
5
6 7