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Invesco Preferred ETF
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Overview Fund Activity

503 hedge funds and large institutions have $3.08B invested in Invesco Preferred ETF in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 203 increasing their positions, 146 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+14
Holders Change %
+2.86%
% of All Funds
8.86%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.23%
New
71
Increased
203
Reduced
146
Closed
53
Calls
$206K
Puts
$201K
Net Calls
+$5K
Net Calls Change
+$5K

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$116M
2
Bank of America
Bank of America
North Carolina
$724M
3
AA
Advisory Alpha
Michigan
$25.9M
4
LPL Financial
LPL Financial
California
$104M
5
HI
Horizon Investments
North Carolina
$18M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$109M
2
Charles Schwab
Charles Schwab
California
$0
3
Cohen & Steers
Cohen & Steers
New York
$0
4
HCM
Hilton Capital Management
New York
$4.57M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$10M
Name Holding Trade Value Shares
Change 		Shares
Change %
RG
126
Retirement Group
California
$1.94M -$12.5K -832 -0.6%
SWA
127
Sax Wealth Advisors
New Jersey
$1.92M +$212K +14,119 +12%
CAG
128
Curtis Advisory Group
California
$1.92M +$287K +19,113 +18%
TPA
129
Trivium Point Advisory
Connecticut
$1.9M -$377K -25,150 -17%
MP
130
McDonald Partners
Ohio
$1.87M -$99K -6,600 -5%
William Blair & Company
131
William Blair & Company
Illinois
$1.84M -$93.6K -6,242 -5%
SDAM
132
Shulman DeMeo Asset Management
New York
$1.83M +$40.9K +2,726 +2%
GWM
133
Geneos Wealth Management
Colorado
$1.82M +$78.5K +5,213 +5%
OIA
134
Optimum Investment Advisors
Illinois
$1.81M -$73.1K -4,871 -4%
Wolverine Trading
135
Wolverine Trading
Illinois
$1.81M +$1.81M +121,308 New
SWP
136
Stratos Wealth Partners
Ohio
$1.75M +$31.2K +2,079 +2%
AAS
137
Avantax Advisory Services
Texas
$1.74M -$67.1K -4,461 -4%
PAS
138
Park Avenue Securities
New York
$1.74M -$66K -4,399 -4%
EWM
139
Edge Wealth Management
New York
$1.73M -$1.52M -101,375 -47%
CG
140
Colony Group
Massachusetts
$1.72M +$713K +47,509 +71%
BFC
141
Blue Fin Capital
Rhode Island
$1.69M -$74.8K -4,984 -4%
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$1.65M +$139K +9,259 +9%
KWM
143
Kingsview Wealth Management
Oregon
$1.65M -$38K -2,533 -2%
SCA
144
Stokes Capital Advisors
South Carolina
$1.64M -$3.3K -220 -0.2%
CCM
145
Crew Capital Management
Ohio
$1.59M +$1.59M +105,650 New
ACM
146
AlphaStar Capital Management
North Carolina
$1.58M -$25K -1,669 -2%
LC
147
Landaas & Company
Wisconsin
$1.56M – – –
CFB
148
Cullen/Frost Bankers
Texas
$1.54M +$221K +14,725 +17%
CB
149
Commerce Bank
Missouri
$1.53M – – –
AIC
150
Ameritas Investment Company
Nebraska
$1.53M +$1.53M +101,976 New
4 5
6
7 8