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Invesco Preferred ETF
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Overview Fund Activity

415 hedge funds and large institutions have $2.45B invested in Invesco Preferred ETF in 2019 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 175 increasing their positions, 90 reducing their positions, and 25 closing their positions.

Holders
415
Holders Change
+57
Holders Change %
+15.92%
% of All Funds
8.2%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.32%
New
87
Increased
175
Reduced
90
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$666M
2
Truist Financial
2
Truist Financial
North Carolina
$26.8M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$181M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$40.9M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$22.5M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$33.5M
2
Cohen & Steers
2
Cohen & Steers
New York
$1K
3
TLP
3
Trinity Legacy Partners
Texas
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$4.32M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
151
Global Retirement Partners
California
$995K +$39.6K +2,642 +4%
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$993K +$239K +15,915 +32%
PIMG
153
Patriot Investment Management Group
Tennessee
$992K +$255 +17 +0%
OIA
154
OneDigital Investment Advisors
Kansas
$987K -$296K -19,739 -23%
Manulife (Manufacturers Life Insurance)
155
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$984K -$1.3M -86,413 -57%
FMB
156
Field & Main Bank
Kentucky
$979K +$113K +7,560 +13%
GCA
157
Genesee Capital Advisors
New York
$970K +$12.6K +839 +1%
DADC
158
D.A. Davidson & Co
Montana
$945K -$14.8K -986 -2%
FFN
159
Focus Financial Network
Minnesota
$940K -$6.06K -404 -0.6%
RFN
160
RDA Financial Network
Iowa
$939K -$8.29K -550 -0.9%
GWM
161
Greenwich Wealth Management
Connecticut
$931K +$14.3K +950 +2%
GWM
162
Geneos Wealth Management
Colorado
$907K -$62.4K -4,167 -6%
Creative Planning
163
Creative Planning
Kansas
$904K +$156K +10,361 +21%
APW
164
Aurora Private Wealth
New Jersey
$868K +$868K +57,838 New
IBOK
165
Independence Bank of Kentucky
Kentucky
$861K -$18.8K -1,250 -2%
KFA
166
Kays Financial Advisory
Georgia
$849K +$335K +22,312 +65%
BRWM
167
B. Riley Wealth Management
Tennessee
$840K +$38.4K +2,558 +5%
CCB
168
Cutter & Co Brokerage
Missouri
$823K -$70.9K -4,722 -8%
NEAM
169
New England Asset Management
Connecticut
$817K -$891K -59,310 -52%
IWC
170
Integrated Wealth Concepts
Massachusetts
$808K +$628K +41,812 +348%
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
$796K +$28.7K +1,911 +4%
OPS
172
Orion Portfolio Solutions
Nebraska
$789K +$789K +52,545 New
EFSCE
173
Enterprise Financial Services Corp (EFSC)
Missouri
$775K -$22.5K -1,500 -3%
SI
174
Stephens Inc
Arkansas
$759K -$20.7K -1,379 -3%
SFG
175
StrategIQ Financial Group
Indiana
$755K -$34.9K -2,327 -4%
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7
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