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Invesco Preferred ETF
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Overview Fund Activity

402 hedge funds and large institutions have $2.15B invested in Invesco Preferred ETF in 2020 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 154 increasing their positions, 133 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
402
Holders Change
-13
Holders Change %
-3.13%
% of All Funds
8.88%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.46%
New
52
Increased
154
Reduced
133
Closed
56
Calls
–
Puts
$12K
Net Calls
-$12K
Net Calls Change
-$12K

Top Buyers

1
SS
Sunbelt Securities
Texas
$71.1M
2
Wells Fargo
Wells Fargo
California
$313M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$18.8M
4
WP
WealthPLAN Partners
Nebraska
$15M
5
Prudential Financial
Prudential Financial
New Jersey
$24.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$542M
2
HNB
Huntington National Bank
Ohio
$28.1M
3
HighTower Advisors
HighTower Advisors
Illinois
$2.23M
4
EWM
Edge Wealth Management
New York
$3.65M
5
JIP
JBJ Investment Partners
South Carolina
$363K
Name Holding Trade Value Shares
Change 		Shares
Change %
QA
151
Quantitative Advantage
Minnesota
$888K -$62.1K -4,720 -7%
Creative Planning
152
Creative Planning
Kansas
$835K +$42.2K +3,202 +5%
FFN
153
Focus Financial Network
Minnesota
$818K -$6.78K -515 -0.8%
RFN
154
RDA Financial Network
Iowa
$815K -$4.74K -360 -0.6%
DADC
155
D.A. Davidson & Co
Montana
$785K -$44.1K -3,349 -5%
KA
156
Kovack Advisors
Florida
$781K -$93K -7,062 -11%
CAN
157
Cetera Advisor Networks
California
$775K -$557K -42,315 -42%
IBOK
158
Independence Bank of Kentucky
Kentucky
$766K +$11.8K +900 +2%
PPW
159
Pasadena Private Wealth
California
$741K +$741K +55,025 New
Deutsche Bank
160
Deutsche Bank
Germany
$729K +$571K +43,428 +362%
CAAS
161
Capital Asset Advisory Services
Michigan
$724K +$606K +43,272 +511%
GWM
162
Geneos Wealth Management
Colorado
$721K -$59.1K -4,584 -8%
MGIA
163
Moneta Group Investment Advisors
Missouri
$712K +$712K +54,103 New
CCB
164
Cutter & Co Brokerage
Missouri
$699K -$23.1K -1,751 -3%
N
165
Natixis
France
$691K +$349K +26,511 +102%
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$675K -$23K -1,746 -3%
SFG
167
StrategIQ Financial Group
Indiana
$663K +$566 +43 +0.1%
EFSCE
168
Enterprise Financial Services Corp (EFSC)
Missouri
$662K -$18.1K -1,374 -3%
WAP
169
Wealthcare Advisory Partners
Pennsylvania
$654K +$5.53K +420 +0.9%
MCM
170
McMillion Capital Management
North Carolina
$653K +$12.6K +955 +2%
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$652K +$40.3K +3,065 +7%
GRP
172
Global Retirement Partners
California
$643K -$229K -17,437 -26%
WPC
173
White Pine Capital
Minnesota
$627K – – –
SWMG
174
Sanchez Wealth Management Group
Florida
$625K +$17.3K +1,312 +3%
WWM
175
Western Wealth Management
Colorado
$616K -$29.2K -2,200 -5%
5 6
7
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