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Invesco Preferred ETF
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Overview Fund Activity

502 hedge funds and large institutions have $3.36B invested in Invesco Preferred ETF in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 224 increasing their positions, 139 reducing their positions, and 37 closing their positions.

Holders
502
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
8.76%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.26%
New
41
Increased
224
Reduced
139
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HNB
1
Huntington National Bank
Ohio
$118M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$70.4M
3
PI
3
PFS Investments
Georgia
$26.9M
4
Bank of America
4
Bank of America
North Carolina
$764M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$59.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$334M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$194M
3
CAM
3
Cresset Asset Management
Illinois
$539K
4
Creative Planning
4
Creative Planning
Kansas
$1.56M
5
AIC
5
Ameritas Investment Company
Nebraska
$728K
Name Holding Trade Value Shares
Change 		Shares
Change %
PCWA
101
Pacific Capital Wealth Advisors
California
$3.41M -$13.6K -889 -0.4%
Asset Management One
102
Asset Management One
Japan
$3.39M -$282K -18,434 -8%
IA
103
IndexIQ Advisors
New York
$3.39M +$2.89M +188,736 +580%
ISWM
104
Independent Solutions Wealth Management
New York
$3.36M +$910K +59,397 +37%
IWA
105
IBEX Wealth Advisors
New Jersey
$3.35M -$55.2K -3,601 -2%
OC
106
Oppenheimer & Co
New York
$3.29M +$2.48M +162,087 +309%
FHB
107
First Hawaiian Bank
Hawaii
$3.24M +$799K +52,135 +33%
SPC
108
Sigma Planning Corp
Michigan
$3.18M +$319K +20,826 +11%
SS
109
Sunbelt Securities
Texas
$3.18M +$363K +23,856 +13%
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$3.14M +$300K +19,607 +11%
BFS
111
Bard Financial Services
Connecticut
$3.04M -$38.3K -2,500 -1%
GM
112
GeoWealth Management
Illinois
$2.87M -$588K -38,392 -17%
FI
113
Financial Insights
Washington
$2.77M -$550K -3,590 -17%
Goldman Sachs
114
Goldman Sachs
New York
$2.75M -$579K -37,807 -17%
PC
115
Prairiewood Capital
North Dakota
$2.62M +$244K +15,929 +10%
HFS
116
Horizon Financial Services
North Carolina
$2.52M +$2.52M +164,771 New
PIMG
117
Patriot Investment Management Group
Tennessee
$2.47M -$14K -911 -0.6%
AFG
118
Albion Financial Group
Utah
$2.38M +$2.38M +155,439 New
FIM
119
Freedom Investment Management
Connecticut
$2.37M -$54.3K -3,546 -2%
MA
120
Mutual Advisors
Nebraska
$2.3M -$440K -28,712 -16%
Thrivent Financial for Lutherans
121
Thrivent Financial for Lutherans
Minnesota
$2.26M +$89.4K +5,839 +4%
SWA
122
Sax Wealth Advisors
New Jersey
$2.25M +$291K +19,000 +15%
RWA
123
Redhawk Wealth Advisors
Minnesota
$2.25M +$84.6K +5,525 +4%
GWCM
124
Godshalk Welsh Capital Management
Pennsylvania
$2.23M +$45.4K +3,000 +2%
AC
125
Apella Capital
Connecticut
$2.17M +$2.17M +141,864 New
3 4
5
6 7