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Invesco Preferred ETF
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Overview Fund Activity

424 hedge funds and large institutions have $2.71B invested in Invesco Preferred ETF in 2020 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 184 increasing their positions, 114 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+12
Holders Change %
+2.91%
% of All Funds
8.58%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.38%
New
54
Increased
184
Reduced
114
Closed
40
Calls
–
Puts
$421K
Net Calls
-$421K
Net Calls Change
-$525K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$34.8M
2
HCM
Hilton Capital Management
New York
+$21.5M
3
Morgan Stanley
Morgan Stanley
New York
+$16.9M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$15.7M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$15.3M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$29.7M
2
Truist Financial
Truist Financial
North Carolina
-$8.16M
3
AA
Apriem Advisors
California
-$6.08M
4
I
INVST
Indiana
-$6.02M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$4.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
126
AlphaStar Capital Management
North Carolina
$1.65M -$211K -14,209 -11%
EPA
127
Element Pointe Advisors
Florida
$1.61M +$1.61M +108,965 New
NA
128
NewEdge Advisors
Louisiana
$1.59M -$16.9K -1,149 -1%
PAS
129
Park Avenue Securities
New York
$1.59M +$264K +17,929 +20%
SWP
130
Stratos Wealth Partners
Ohio
$1.54M -$1.06K -72 -0.1%
LC
131
Landaas & Company
Wisconsin
$1.53M +$34.3K +2,330 +2%
SPIA
132
Steward Partners Investment Advisory
New York
$1.52M +$210K +14,279 +16%
Thrivent Financial for Lutherans
133
Thrivent Financial for Lutherans
Minnesota
$1.52M +$71.3K +4,837 +5%
SS
134
Simplicity Solutions
Minnesota
$1.52M +$95.9K +6,508 +7%
SCA
135
Stokes Capital Advisors
South Carolina
$1.49M +$226K +15,373 +18%
KLCM
136
KG&L Capital Management
Louisiana
$1.48M -$12.5K -851 -0.8%
NPP
137
New Potomac Partners
Maryland
$1.48M +$46K +3,120 +3%
PP
138
Prudential plc
United Kingdom
$1.47M +$1.47M +100,000 New
BWM
139
BCS Wealth Management
Tennessee
$1.45M +$29.8K +2,025 +2%
GM
140
GeoWealth Management
Illinois
$1.45M +$302K +20,462 +26%
WA
141
Wambolt & Associates
Colorado
$1.45M -$40.4K -2,743 -3%
M&T Bank
142
M&T Bank
New York
$1.33M +$37.8K +2,565 +3%
CFB
143
Cullen/Frost Bankers
Texas
$1.3M -$3.54K -240 -0.3%
LWP
144
Legacy Wealth Planning
Nevada
$1.27M -$8.74K -593 -0.7%
PFA
145
Professional Financial Advisors
Nebraska
$1.25M -$740K -50,554 -37%
RT
146
Rockland Trust
Massachusetts
$1.24M -$5.13K -348 -0.4%
GCA
147
Greenwood Capital Associates
South Carolina
$1.22M -$109K -7,380 -8%
BRWM
148
B. Riley Wealth Management
Tennessee
$1.21M +$1.21M +82,287 New
UCFA
149
United Capital Financial Advisors
Texas
$1.21M -$2.63M -178,659 -69%
GC
150
Guggenheim Capital
Illinois
$1.19M -$232K -15,723 -16%
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