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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 %
RA
151
RFG Advisory
Alabama
$1.73M +$293K +19,473 +20%
CCM
152
Crew Capital Management
Ohio
$1.7M +$113K +7,500 +7%
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$1.7M +$2.93K +195 +0.2%
BFC
154
Blue Fin Capital
Rhode Island
$1.68M – – –
GWM
155
Geneos Wealth Management
Colorado
$1.67M +$138K +9,165 +9%
AAS
156
Avantax Advisory Services
Texas
$1.66M -$233K -15,466 -12%
CG
157
Colony Group
Massachusetts
$1.64M -$143K -9,487 -8%
OIA
158
OneDigital Investment Advisors
Kansas
$1.64M -$423K -28,180 -20%
AA
159
AlphaMark Advisors
Kentucky
$1.58M +$55.6K +3,700 +4%
RG
160
Retirement Group
California
$1.58M -$169K -11,213 -10%
ACM
161
Advisors Capital Management
New Jersey
$1.57M +$932K +62,051 +147%
AMG
162
Advisors Management Group
Wisconsin
$1.56M +$162K +10,790 +12%
CB
163
Commerce Bank
Missouri
$1.55M +$10.5K +697 +0.7%
RF
164
Robbins Farley
New Hampshire
$1.55M +$1.55M +103,234 New
GFPC
165
Global Financial Private Client
Florida
$1.52M +$129K +8,595 +9%
AP
166
Advisors Preferred
Maryland
$1.52M -$11M -729,856 -88%
CIBC World Market
167
CIBC World Market
Ontario, Canada
$1.51M -$212K -14,077 -12%
KLCM
168
KG&L Capital Management
Louisiana
$1.51M +$9.36K +623 +0.6%
Mariner
169
Mariner
Kansas
$1.5M +$1.09M +72,311 +261%
RT
170
Rockland Trust
Massachusetts
$1.5M +$134K +8,938 +10%
LC
171
Landaas & Company
Wisconsin
$1.49M -$74.8K -4,980 -5%
TFA
172
Tranquilli Financial Advisor
New Jersey
$1.47M +$10.4K +695 +0.7%
BWA
173
Beam Wealth Advisors
Louisiana
$1.45M -$56.7K -3,774 -4%
AF
174
Advisornet Financial
Minnesota
$1.42M +$60.9K +4,050 +4%
PFA
175
Professional Financial Advisors
Nebraska
$1.39M -$50.2K -3,338 -3%
5 6
7
8 9