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Invesco Preferred ETF
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Overview Fund Activity

412 hedge funds and large institutions have $2.35B invested in Invesco Preferred ETF in 2020 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 146 increasing their positions, 130 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
+10
Holders Change %
+2.49%
% of All Funds
8.47%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.39%
New
61
Increased
146
Reduced
130
Closed
46
Calls
$395K
Puts
$291K
Net Calls
+$104K
Net Calls Change
+$116K

Top Buyers

1
HI
Horizon Investments
North Carolina
+$35.1M
2
HCM
Hilton Capital Management
New York
+$33.7M
3
UBS Group
UBS Group
Switzerland
+$26.5M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$21.7M
5
CAM
Cresset Asset Management
Illinois
+$18.3M

Top Sellers

1
SS
Sunbelt Securities
Texas
-$69.6M
2
HNB
Huntington National Bank
Ohio
-$28.1M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$18.8M
4
Bank of America
Bank of America
North Carolina
-$10.2M
5
CG
Colony Group
Massachusetts
-$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFA
151
Kays Financial Advisory
Georgia
$1.05M -$6.62K -469 -0.6%
CFGS
152
Concourse Financial Group Securities
Alabama
$1.04M -$14K -995 -1%
MAM
153
Marquette Asset Management
Minnesota
$1.03M -$23.7K -1,680 -2%
RFN
154
RDA Financial Network
Iowa
$967K +$92.5K +6,550 +11%
QA
155
Quantitative Advantage
Minnesota
$957K +$4.9K +347 +0.5%
SEI Investments
156
SEI Investments
Pennsylvania
$952K -$49.2K -3,487 -5%
GCA
157
Genesee Capital Advisors
New York
$952K -$21.8K -1,542 -2%
RW
158
RVW Wealth
California
$946K +$946K +66,999 New
FMB
159
Field & Main Bank
Kentucky
$921K +$921K +65,239 New
MPWT
160
MassMutual Private Wealth & Trust
Connecticut
$905K +$893K +63,217 +7,455%
SI
161
Stephens Inc
Arkansas
$886K -$925K -65,576 -51%
IBOK
162
Independence Bank of Kentucky
Kentucky
$861K +$38.8K +2,750 +5%
DADC
163
D.A. Davidson & Co
Montana
$842K – – –
KA
164
Kovack Advisors
Florida
$831K -$6.99K -495 -0.8%
BAM
165
Belpointe Asset Management
Nevada
$827K +$703K +49,781 +568%
GWM
166
Geneos Wealth Management
Colorado
$799K +$9.23K +654 +1%
Jane Street
167
Jane Street
New York
$770K -$936K -66,286 -55%
FFN
168
Focus Financial Network
Minnesota
$759K -$118K -8,359 -13%
NCM
169
Narwhal Capital Management
Georgia
$745K +$745K +52,750 New
WAP
170
Wealthcare Advisory Partners
Pennsylvania
$743K +$40.9K +2,897 +6%
N
171
Natixis
France
$742K – – –
Fifth Third Bancorp
172
Fifth Third Bancorp
Ohio
$738K +$13.8K +976 +2%
SFG
173
StrategIQ Financial Group
Indiana
$738K +$27.3K +1,933 +4%
BIG
174
Boothe Investment Group
Delaware
$733K +$733K +51,947 New
FF
175
Friedenthal Financial
New Jersey
$716K +$716K +50,689 New
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7
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