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Invesco Preferred ETF
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Overview Fund Activity

502 hedge funds and large institutions have $3.43B invested in Invesco Preferred ETF in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 223 increasing their positions, 133 reducing their positions, and 32 closing their positions.

Holders
502
Holders Change
–
Holders Change %
0%
% of All Funds
8.82%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
37
Increased
223
Reduced
133
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HNB
1
Huntington National Bank
Ohio
$120M
2
Bank of America
2
Bank of America
North Carolina
$788M
3
AF
3
Allworth Financial
California
$18.3M
4
CAM
4
Cresset Asset Management
Illinois
$15.4M
5
Creative Planning
5
Creative Planning
Kansas
$13.2M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$173M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
AP
3
Advisors Preferred
Maryland
$1.52M
4
HA
4
Harfst & Associates
Wyoming
$768K
5
WP
5
WealthPLAN Partners
Nebraska
$9.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
101
Horizon Financial Services
North Carolina
$3.87M +$1.39M +92,350 +56%
CCG
102
Chatham Capital Group
Georgia
$3.76M – – –
TFA
103
Toth Financial Advisory
Virginia
$3.71M +$52.3K +3,482 +1%
VAS
104
Valicenti Advisory Services
New York
$3.67M -$486K -32,300 -12%
GG
105
Golden Green
South Carolina
$3.56M +$3.56M +236,570 New
HFM
106
Hartford Financial Management
Connecticut
$3.48M -$275K -18,291 -7%
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$3.44M +$367K +24,394 +12%
BRWA
108
B. Riley Wealth Advisors
Florida
$3.44M -$3.58M -238,204 -51%
FHB
109
First Hawaiian Bank
Hawaii
$3.44M +$261K +17,365 +8%
ISWM
110
Independent Solutions Wealth Management
New York
$3.37M +$74.5K +4,959 +2%
Goldman Sachs
111
Goldman Sachs
New York
$3.32M +$631K +41,967 +23%
CCA
112
Clearwater Capital Advisors
Illinois
$3.32M -$34.1K -2,270 -1%
SI
113
Stephens Inc
Arkansas
$3.25M +$1.14M +75,762 +54%
PCWA
114
Pacific Capital Wealth Advisors
California
$3.25M -$92.9K -6,179 -3%
IWA
115
IBEX Wealth Advisors
New Jersey
$3.24M -$43.9K -2,921 -1%
Asset Management One
116
Asset Management One
Japan
$3.21M -$119K -7,916 -4%
SS
117
Sunbelt Securities
Texas
$3.18M – – –
William Blair & Company
118
William Blair & Company
Illinois
$3.18M +$1.48M +98,338 +87%
SPC
119
Sigma Planning Corp
Michigan
$3.11M -$3.62K -241 -0.1%
BFS
120
Bard Financial Services
Connecticut
$2.98M – – –
SIS
121
Sound Income Strategies
Florida
$2.73M +$1.32M +87,987 +94%
PC
122
Prairiewood Capital
North Dakota
$2.71M +$136K +9,038 +5%
MA
123
Mutual Advisors
Nebraska
$2.42M +$163K +10,843 +7%
FIM
124
Freedom Investment Management
Connecticut
$2.39M +$68.7K +4,572 +3%
SWA
125
Sax Wealth Advisors
New Jersey
$2.39M +$182K +12,118 +8%
3 4
5
6 7