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Invesco Preferred ETF
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Overview Fund Activity

502 hedge funds and large institutions have $3.43B invested in Invesco Preferred ETF in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 223 increasing their positions, 133 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
–
Holders Change %
0%
% of All Funds
8.82%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
37
Increased
223
Reduced
133
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HNB
1
Huntington National Bank
Ohio
$120M
2
Bank of America
2
Bank of America
North Carolina
$788M
3
AF
3
Allworth Financial
California
$18.3M
4
CAM
4
Cresset Asset Management
Illinois
$15.4M
5
Creative Planning
5
Creative Planning
Kansas
$13.2M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$173M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
AP
3
Advisors Preferred
Maryland
$1.52M
4
HA
4
Harfst & Associates
Wyoming
$768K
5
WP
5
WealthPLAN Partners
Nebraska
$9.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
126
Albion Financial Group
Utah
$2.38M +$40.8K +2,715 +2%
PIMG
127
Patriot Investment Management Group
Tennessee
$2.33M -$94.3K -6,275 -4%
CF
128
Clarity Financial
Texas
$2.24M +$2.24M +149,307 New
GWCM
129
Godshalk Welsh Capital Management
Pennsylvania
$2.24M +$22.5K +1,500 +1%
BAAM
130
Baker Avenue Asset Management
California
$2.22M +$1.61M +107,028 +263%
AC
131
Apella Capital
Connecticut
$2.16M +$26K +1,730 +1%
CAG
132
Curtis Advisory Group
California
$2.14M +$69.1K +4,598 +3%
BCI
133
Brinker Capital Investments
Pennsylvania
$2.11M – – –
AWS
134
AJ Wealth Strategies
New York
$2.1M – – –
WA
135
Wambolt & Associates
Colorado
$2.05M +$260K +17,327 +15%
IRC
136
Investors Research Corp
Georgia
$2.03M +$314K +20,895 +18%
RJT
137
Raymond James Trust
Florida
$2.02M +$161K +10,688 +9%
SCA
138
Stokes Capital Advisors
South Carolina
$2.02M +$6.07K +404 +0.3%
BCFS
139
Butensky & Cohen Financial Security
Florida
$1.98M +$630K +41,905 +47%
JAG
140
Journey Advisory Group
Kentucky
$1.95M -$18.8K -1,250 -1%
SWP
141
Stratos Wealth Partners
Ohio
$1.94M +$86.8K +5,773 +5%
PSB
142
Piscataqua Savings Bank
New Hampshire
$1.88M +$175K +11,629 +10%
ACM
143
AlphaStar Capital Management
North Carolina
$1.88M +$244K +16,215 +15%
EPA
144
Element Pointe Advisors
Florida
$1.82M -$167K -11,089 -8%
MP
145
McDonald Partners
Ohio
$1.82M -$22.5K -1,500 -1%
FDCDDQ
146
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.81M -$213K -14,140 -11%
EWM
147
Edge Wealth Management
New York
$1.77M -$37.6K -2,500 -2%
OIA
148
Optimum Investment Advisors
Illinois
$1.77M -$29.6K -1,972 -2%
CA
149
Calton & Associates
Florida
$1.74M +$813K +54,124 +88%
AWM
150
Accel Wealth Management
Iowa
$1.73M +$203K +13,487 +13%
4 5
6
7 8