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Invesco Preferred ETF
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Overview Fund Activity

402 hedge funds and large institutions have $2.15B invested in Invesco Preferred ETF in 2020 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 154 increasing their positions, 133 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
402
Holders Change
-13
Holders Change %
-3.13%
% of All Funds
8.88%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.46%
New
52
Increased
154
Reduced
133
Closed
56
Calls
–
Puts
$12K
Net Calls
-$12K
Net Calls Change
-$12K

Top Buyers

1
SS
Sunbelt Securities
Texas
$71.1M
2
Wells Fargo
Wells Fargo
California
$313M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$18.8M
4
WP
WealthPLAN Partners
Nebraska
$15M
5
Prudential Financial
Prudential Financial
New Jersey
$24.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$542M
2
HNB
Huntington National Bank
Ohio
$28.1M
3
HighTower Advisors
HighTower Advisors
Illinois
$2.23M
4
EWM
Edge Wealth Management
New York
$3.65M
5
JIP
JBJ Investment Partners
South Carolina
$363K
Name Holding Trade Value Shares
Change 		Shares
Change %
ISWM
126
Independent Solutions Wealth Management
New York
$1.2M -$109K -8,305 -8%
SBWM
127
Sunflower Bank Wealth Management
Arizona
$1.17M -$1.71M -129,575 -59%
SPIA
128
Steward Partners Investment Advisory
New York
$1.16M +$46.4K +3,527 +4%
GCA
129
Greenwood Capital Associates
South Carolina
$1.1M -$14.7K -1,115 -1%
RT
130
Rockland Trust
Massachusetts
$1.09M +$68.9K +5,231 +7%
AAS
131
Avantax Advisory Services
Texas
$1.08M -$60.5K -4,611 -5%
CTC
132
Central Trust Company
Missouri
$1.03M -$44.5K -3,379 -4%
CFB
133
Cullen/Frost Bankers
Texas
$1.03M -$154K -11,718 -13%
BRWM
134
B. Riley Wealth Management
Tennessee
$1.02M +$287K +21,792 +39%
PAS
135
Park Avenue Securities
New York
$1.02M -$2.53K -192 -0.2%
GAM
136
Gould Asset Management
California
$1.02M +$13K +987 +1%
OPS
137
Orion Portfolio Solutions
Nebraska
$1.02M +$325K +24,685 +47%
Northwestern Mutual Wealth Management
138
Northwestern Mutual Wealth Management
Wisconsin
$1M +$132K +10,026 +15%
GWAG
139
Garrett Wealth Advisory Group
Texas
$989K +$32.4K +2,463 +3%
CFGS
140
Concourse Financial Group Securities
Alabama
$986K +$34.5K +2,623 +4%
MAM
141
Marquette Asset Management
Minnesota
$980K +$52.2K +3,965 +6%
APW
142
Aurora Private Wealth
New Jersey
$980K +$219K +16,619 +29%
KFA
143
Kays Financial Advisory
Georgia
$980K +$236K +17,919 +32%
Manulife (Manufacturers Life Insurance)
144
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$970K +$107K +8,130 +12%
AF
145
Advisornet Financial
Minnesota
$966K +$1.54K +117 +0.2%
JF
146
JSF Financial
California
$959K +$959K +72,882 New
SSWM
147
Sheets Smith Wealth Management
North Carolina
$957K +$18.7K +1,423 +2%
SEI Investments
148
SEI Investments
Pennsylvania
$930K +$19.9K +1,518 +2%
Goldman Sachs
149
Goldman Sachs
New York
$925K -$2.86M -217,489 -76%
GCA
150
Genesee Capital Advisors
New York
$908K +$57.4K +4,359 +7%
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