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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 %
OA
176
Oxbow Advisors
Texas
$613K -$13.6K -1,034 -2%
SIS
177
Sound Income Strategies
Florida
$608K +$19.9K +1,513 +3%
Wolverine Trading
178
Wolverine Trading
Illinois
$576K +$576K +43,913 New
BWA
179
Beam Wealth Advisors
Louisiana
$574K +$139K +10,567 +32%
WSTAM
180
Wilbanks Smith & Thomas Asset Management
Virginia
$565K +$56.6K +4,300 +11%
FNC
181
First National Corp
Massachusetts
$551K -$26.2K -1,488 -5%
Susquehanna International Group
182
Susquehanna International Group
Pennsylvania
$551K +$551K +41,901 New
OC
183
Oppenheimer & Co
New York
$539K +$16.3K +1,240 +3%
CWA
184
Capital Wealth Alliance
Arizona
$537K -$145 -11 -0%
BAAM
185
Baker Avenue Asset Management
California
$535K – – –
PFA
186
Pinnacle Family Advisors
Missouri
$535K +$204K +15,518 +62%
PAS
187
Partnervest Advisory Services
California
$532K +$237K +18,041 +81%
CK
188
Cohen Klingenstein
New York
$526K – – –
SXL
189
Summit X LLC
Missouri
$525K +$5.27K +400 +1%
BRWA
190
B. Riley Wealth Advisors
Florida
$519K +$65.3K +4,956 +14%
RJT
191
Raymond James Trust
Florida
$518K +$56K +4,251 +12%
PA
192
Pinnacle Associates
New York
$517K -$15K -1,141 -3%
PFA
193
Professional Financial Advisors
Nebraska
$492K +$492K +34,604 New
NPP
194
New Potomac Partners
Maryland
$484K +$40.1K +3,050 +9%
SAMC
195
Spectrum Asset Management (Connecticut)
Connecticut
$472K +$472K +35,893 New
MFS
196
Madrona Financial Services
Washington
$471K -$42.9K -3,260 -8%
BC
197
Barnett & Company
Tennessee
$467K +$53.9K +4,100 +13%
SIM
198
Stratos Investment Management
Ohio
$465K +$228K +17,366 +97%
CAN
199
Claraphi Advisory Network
United States
$460K +$9.31K +708 +2%
MAFM
200
Mid Atlantic Financial Management
Pennsylvania
$458K +$10.4K +791 +2%
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