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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 %
RJT
201
Raymond James Trust
Florida
$527K -$59K -3,927 -10%
BRWA
202
B. Riley Wealth Advisors
Florida
$517K +$301K +20,047 +139%
CAN
203
Claraphi Advisory Network
United States
$514K +$139K +9,297 +37%
BJL
204
Brighton Jones LLC
Washington
$512K +$46.3K +3,085 +10%
MAFM
205
Mid Atlantic Financial Management
Pennsylvania
$511K +$68.6K +4,565 +15%
TCPWM
206
Traverso Chambers Private Wealth Management
California
$509K – – –
SBIA
207
Sheaff Brock Investment Advisors
Indiana
$506K +$92.7K +6,180 +22%
NPP
208
New Potomac Partners
Maryland
$506K +$435K +28,985 +610%
BWA
209
Beam Wealth Advisors
Louisiana
$496K +$496K +33,013 New
FNC
210
First National Corp
Massachusetts
$492K -$450 -30 -0.1%
AWA
211
Arete Wealth Advisors
Illinois
$472K +$169K +11,268 +56%
BC
212
Barnett & Company
Tennessee
$471K +$145K +9,700 +45%
GPA
213
Guidance Point Advisors
Massachusetts
$470K +$470K +31,352 New
CAGAS
214
Capital Advisory Group Advisory Services
Minnesota
$464K +$285K +18,839 +159%
KWM
215
Kingsview Wealth Management
Oregon
$448K +$20.5K +1,365 +5%
AFC
216
AFT Forsyth & Company
Florida
$442K – – –
Neuberger Berman Group
217
Neuberger Berman Group
New York
$441K +$177K +11,780 +67%
QIM
218
Quest Investment Management
Oregon
$433K – – –
IWS
219
Insight Wealth Strategies
California
$432K +$147K +9,778 +52%
SFS
220
Sowell Financial Services
Arkansas
$431K +$400K +26,651 +1,288%
PP
221
Paloma Partners
Connecticut
$424K +$424K +28,249 New
NC
222
NewSquare Capital
Pennsylvania
$421K +$159K +10,575 +61%
JWCA
223
J.W. Cole Advisors
Florida
$421K +$421K +28,033 New
ASN
224
Advisory Services Network
Georgia
$416K -$31.1K -2,072 -7%
MAP
225
Milestone Advisory Partners
North Carolina
$414K – – –
7 8
9
10 11