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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.

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

Top Sellers

1
HNB
Huntington National Bank
Ohio
$33.5M
2
Cohen & Steers
Cohen & Steers
New York
$1K
3
TLP
Trinity Legacy Partners
Texas
$0
4
Goldman Sachs
Goldman Sachs
New York
$4.32M
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
176
Wealthcare Advisory Partners
Pennsylvania
$740K +$15.5K +1,029 +2%
MCM
177
McMillion Capital Management
North Carolina
$730K +$2.01K +134 +0.3%
WWM
178
Western Wealth Management
Colorado
$730K +$34K +2,265 +5%
OA
179
Oxbow Advisors
Texas
$715K -$31.3K -2,087 -4%
WPC
180
White Pine Capital
Minnesota
$715K +$2.25K +150 +0.3%
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$698K -$33.7K -2,242 -5%
SWMG
182
Sanchez Wealth Management Group
Florida
$694K +$5.05K +336 +0.7%
SIS
183
Sound Income Strategies
Florida
$671K +$9.92K +661 +2%
GI
184
GS Investments
Minnesota
$666K +$666K +45,765 New
CWA
185
Capital Wealth Alliance
Arizona
$616K +$616K +40,853 New
BAAM
186
Baker Avenue Asset Management
California
$611K – – –
PA
187
Pinnacle Associates
New York
$606K +$13.1K +875 +2%
CK
188
Cohen Klingenstein
New York
$600K – – –
OC
189
Oppenheimer & Co
New York
$596K +$110K +7,300 +23%
SXL
190
Summit X LLC
Missouri
$590K +$15.1K +1,010 +3%
RIA
191
Regal Investment Advisors
Michigan
$586K -$89.3K -5,946 -13%
MFS
192
Madrona Financial Services
Washington
$586K +$526 +35 +0.1%
WSTAM
193
Wilbanks Smith & Thomas Asset Management
Virginia
$580K -$28.3K -1,882 -5%
AAP
194
Arax Advisory Partners
Colorado
$569K -$5.6K -373 -1%
SWM
195
SeaCrest Wealth Management
New York
$563K -$195K -12,975 -26%
Citigroup
196
Citigroup
New York
$560K +$17.2K +1,145 +3%
Bank of New York Mellon
197
Bank of New York Mellon
New York
$557K -$122K -8,128 -18%
WP
198
WealthShield Partners
North Carolina
$554K – – –
WCWM
199
Wooster Corthell Wealth Management
Connecticut
$553K – – –
DWM
200
Dakota Wealth Management
Florida
$532K +$5.99K +399 +1%
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