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Invesco Preferred ETF
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Overview Fund Activity

412 hedge funds and large institutions have $2.35B invested in Invesco Preferred ETF in 2020 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 146 increasing their positions, 130 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
+10
Holders Change %
+2.49%
% of All Funds
8.47%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.39%
New
61
Increased
146
Reduced
130
Closed
46
Calls
$395K
Puts
$291K
Net Calls
+$104K
Net Calls Change
+$116K

Top Buyers

1
HI
Horizon Investments
North Carolina
$35.4M
2
HCM
Hilton Capital Management
New York
$34.1M
3
UBS Group
UBS Group
Switzerland
$90.4M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$27.2M
5
CAM
Cresset Asset Management
Illinois
$18.3M

Top Sellers

1
SS
Sunbelt Securities
Texas
$373K
2
HNB
Huntington National Bank
Ohio
$29.7M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$0
4
Bank of America
Bank of America
North Carolina
$571M
5
CG
Colony Group
Massachusetts
$300K
Name Holding Trade Value Shares
Change 		Shares
Change %
NPP
126
New Potomac Partners
Maryland
$1.37M +$851K +60,280 +164%
GC
127
Guggenheim Capital
Illinois
$1.37M -$235K -16,620 -15%
BWM
128
BCS Wealth Management
Tennessee
$1.36M – – –
SS
129
Simplicity Solutions
Minnesota
$1.36M -$74.7K -5,291 -5%
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$1.33M +$255K +18,071 +24%
Koshinski Asset Management
131
Koshinski Asset Management
Illinois
$1.32M -$82.9K -5,871 -6%
OIA
132
OneDigital Investment Advisors
Kansas
$1.31M +$1.79K +124 +0.1%
ISWM
133
Independent Solutions Wealth Management
New York
$1.3M +$4.48K +317 +0.3%
Thrivent Financial for Lutherans
134
Thrivent Financial for Lutherans
Minnesota
$1.29M – – –
GCA
135
Greenwood Capital Associates
South Carolina
$1.27M +$89.6K +6,346 +8%
PAS
136
Park Avenue Securities
New York
$1.27M +$173K +12,281 +16%
SPIA
137
Steward Partners Investment Advisory
New York
$1.26M +$8.49K +601 +0.7%
CFB
138
Cullen/Frost Bankers
Texas
$1.25M +$143K +10,156 +13%
M&T Bank
139
M&T Bank
New York
$1.24M -$294K -20,835 -19%
LWP
140
Legacy Wealth Planning
Nevada
$1.23M -$172K -12,180 -12%
SCA
141
Stokes Capital Advisors
South Carolina
$1.21M -$582K -41,237 -32%
RT
142
Rockland Trust
Massachusetts
$1.2M +$27.1K +1,917 +2%
AAS
143
Avantax Advisory Services
Texas
$1.19M +$24.8K +1,762 +2%
Goldman Sachs
144
Goldman Sachs
New York
$1.17M +$180K +12,712 +18%
SBWM
145
Sunflower Bank Wealth Management
Arizona
$1.15M -$108K -7,670 -9%
GAM
146
Gould Asset Management
California
$1.1M +$8.68K +615 +0.8%
GM
147
GeoWealth Management
Illinois
$1.1M +$1.1M +77,554 New
GWAG
148
Garrett Wealth Advisory Group
Texas
$1.09M +$26.3K +1,866 +2%
JWCA
149
J.W. Cole Advisors
Florida
$1.08M +$1.08M +76,578 New
AF
150
Advisornet Financial
Minnesota
$1.06M +$23.1K +1,633 +2%
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6
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