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Invesco Preferred ETF
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Overview Fund Activity

503 hedge funds and large institutions have $3.08B invested in Invesco Preferred ETF in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 203 increasing their positions, 146 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+14
Holders Change %
+2.86%
% of All Funds
8.86%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.23%
New
71
Increased
203
Reduced
146
Closed
53
Calls
$206K
Puts
$201K
Net Calls
+$5K
Net Calls Change
+$5K

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$116M
2
Bank of America
Bank of America
North Carolina
$724M
3
AA
Advisory Alpha
Michigan
$25.9M
4
LPL Financial
LPL Financial
California
$104M
5
HI
Horizon Investments
North Carolina
$18M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$109M
2
Charles Schwab
Charles Schwab
California
$0
3
Cohen & Steers
Cohen & Steers
New York
$0
4
HCM
Hilton Capital Management
New York
$4.57M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$10M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
176
CAPTRUST Financial Advisors
North Carolina
$1.12M +$407K +27,126 +57%
AMG
177
Advisors Management Group
Wisconsin
$1.11M +$1.11M +74,141 New
FTS
178
Fifth Third Securities
Ohio
$1.08M -$573K -38,224 -35%
Manulife (Manufacturers Life Insurance)
179
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.07M -$1.64M -109,129 -60%
RF
180
Robbins Farley
New Hampshire
$1.05M -$732K -48,586 -41%
Northern Trust
181
Northern Trust
Illinois
$1.05M +$306K +20,441 +41%
GFPC
182
Global Financial Private Client
Florida
$1.05M +$47K +3,134 +5%
APWA
183
Atlas Private Wealth Advisors
New Jersey
$1.03M +$39.3K +2,620 +4%
GC
184
Guggenheim Capital
Illinois
$1.03M -$86.6K -5,774 -8%
SI
185
Stephens Inc
Arkansas
$1.01M -$206K -13,760 -17%
KA
186
Kovack Advisors
Florida
$1M +$75.1K +5,009 +8%
RW
187
RVW Wealth
California
$1M – – –
SB
188
Sunflower Bank
Texas
$998K -$125K -8,305 -11%
MAM
189
Meeder Asset Management
Ohio
$992K +$334K +22,229 +51%
JWCA
190
J.W. Coons Advisors
Ohio
$991K +$440K +29,040 +80%
BIG
191
Boothe Investment Group
Delaware
$980K +$229K +15,243 +30%
Fifth Third Bancorp
192
Fifth Third Bancorp
Ohio
$977K +$98.1K +6,534 +11%
FHA
193
First Horizon Advisors
Tennessee
$977K +$972K +64,860 +17,673%
FMB
194
Field & Main Bank
Kentucky
$963K +$38.8K +2,590 +4%
SIS
195
Sound Income Strategies
Florida
$962K +$321K +21,383 +50%
CA
196
Calton & Associates
Florida
$951K +$119K +7,947 +14%
TA
197
TrueWealth Advisors
Alabama
$942K -$599K -39,842 -39%
CW
198
CreativeOne Wealth
Kansas
$941K +$8.72K +581 +0.9%
Neuberger Berman Group
199
Neuberger Berman Group
New York
$918K +$443K +29,500 +93%
CAN
200
Cetera Advisor Networks
California
$911K +$7.98K +532 +0.9%
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8
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