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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.

New
Increased
Maintained
Reduced
Closed
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
Bank of America
North Carolina
$666M
2
Truist Financial
Truist Financial
North Carolina
$26.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$181M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$40.9M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$22.5M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$33.5M
2
Cohen & Steers
Cohen & Steers
New York
$1K
3
TLP
Trinity Legacy Partners
Texas
$0
4
Goldman Sachs
Goldman Sachs
New York
$4.32M
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWP
126
Legacy Wealth Planning
Nevada
$1.29M +$1.29M +86,020 New
AWM
127
AE Wealth Management
Kansas
$1.29M +$360K +23,970 +39%
GCA
128
Greenwood Capital Associates
South Carolina
$1.28M +$29.8K +1,985 +2%
SPIA
129
Steward Partners Investment Advisory
New York
$1.27M +$26.8K +1,790 +2%
CTC
130
Central Trust Company
Missouri
$1.23M +$395K +26,320 +47%
CCM
131
Crabel Capital Management
California
$1.17M +$105K +7,000 +10%
PAS
132
Park Avenue Securities
New York
$1.17M +$175K +11,670 +18%
RT
133
Rockland Trust
Massachusetts
$1.17M +$142K +9,449 +14%
CA
134
Cetera Advisors
Colorado
$1.16M +$28.1K +1,871 +2%
BIG
135
Boothe Investment Group
Delaware
$1.15M +$24.5K +1,632 +2%
GAM
136
Gould Asset Management
California
$1.14M -$25.4K -1,695 -2%
AF
137
Advisornet Financial
Minnesota
$1.1M +$63.3K +4,218 +6%
CF
138
Centaurus Financial
California
$1.1M +$933K +62,167 +569%
GWAG
139
Garrett Wealth Advisory Group
Texas
$1.09M +$168K +11,195 +18%
CFGS
140
Concourse Financial Group Securities
Alabama
$1.09M +$944K +62,859 +664%
QA
141
Quantitative Advantage
Minnesota
$1.08M -$15.1K -1,006 -1%
KOMWMG
142
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.08M +$1.08M +72,180 New
FPB
143
First PREMIER Bank
South Dakota
$1.08M +$1.06M +70,949 +10,511%
SSWM
144
Sheets Smith Wealth Management
North Carolina
$1.07M +$15.1K +1,008 +1%
MAM
145
Marquette Asset Management
Minnesota
$1.06M +$395K +26,307 +60%
CRWM
146
Castle Rock Wealth Management
California
$1.05M +$278K +18,239 +36%
SS
147
Simplicity Solutions
Minnesota
$1.05M +$340K +22,628 +48%
SEI Investments
148
SEI Investments
Pennsylvania
$1.04M +$159K +10,644 +18%
FF
149
Friedenthal Financial
New Jersey
$1.03M -$4.2M -279,749 -80%
KA
150
Kovack Advisors
Florida
$996K +$58.2K +3,882 +6%
4 5
6
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