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Invesco Preferred ETF
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Overview Fund Activity

412 hedge funds and large institutions have $2.35B invested in Invesco Preferred ETF in 2020 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 146 increasing their positions, 130 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
+10
Holders Change %
+2.49%
% of All Funds
8.47%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.39%
New
61
Increased
146
Reduced
130
Closed
46
Calls
$395K
Puts
$291K
Net Calls
+$104K
Net Calls Change
+$116K

Top Buyers

1
HI
Horizon Investments
North Carolina
+$35.1M
2
HCM
Hilton Capital Management
New York
+$33.7M
3
UBS Group
UBS Group
Switzerland
+$26.5M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$21.7M
5
CAM
Cresset Asset Management
Illinois
+$18.3M

Top Sellers

1
SS
Sunbelt Securities
Texas
-$69.6M
2
HNB
Huntington National Bank
Ohio
-$28.1M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$18.8M
4
Bank of America
Bank of America
North Carolina
-$10.2M
5
CG
Colony Group
Massachusetts
-$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
201
Claraphi Advisory Network
United States
$504K +$9.57K +677 +2%
BCI
202
Brinker Capital Investments
Pennsylvania
$501K +$501K +35,513 New
JF
203
JSF Financial
California
$493K -$536K -37,948 -52%
WSTAM
204
Wilbanks Smith & Thomas Asset Management
Virginia
$488K -$118K -8,338 -19%
Mirae Asset Global Investments
205
Mirae Asset Global Investments
South Korea
$473K – – –
RIA
206
Regal Investment Advisors
Michigan
$473K +$473K +33,483 New
JWCA
207
J.W. Coons Advisors
Ohio
$471K +$90.6K +6,450 +24%
APW
208
Aurora Private Wealth
New Jersey
$467K -$585K -41,414 -56%
IWS
209
Insight Wealth Strategies
California
$463K +$12.5K +886 +3%
US Bancorp
210
US Bancorp
Minnesota
$463K +$262K +18,552 +130%
APWA
211
Atlas Private Wealth Advisors
New Jersey
$459K +$459K +32,525 New
AF
212
Allworth Financial
California
$458K +$442K +31,284 +2,725%
IF
213
Intrua Financial
Texas
$456K +$456K +30,832 New
NC
214
NewSquare Capital
Pennsylvania
$449K +$11.7K +828 +3%
PAS
215
Partnervest Advisory Services
California
$444K -$127K -9,011 -22%
IWP
216
Icon Wealth Partners
Texas
$444K +$444K +31,442 New
Citigroup
217
Citigroup
New York
$431K -$16K -1,130 -4%
SIM
218
Stratos Investment Management
Ohio
$428K -$71.1K -5,033 -14%
BRWA
219
B. Riley Wealth Advisors
Florida
$426K -$131K -9,245 -23%
RA
220
RFG Advisory
Alabama
$421K +$85.8K +6,078 +26%
AAM
221
Autus Asset Management
Arizona
$416K +$416K +29,412 New
SAG
222
Spotlight Asset Group
Illinois
$412K -$1.11M -78,918 -73%
CA
223
Cetera Advisors
Colorado
$412K -$26.6K -1,881 -6%
MAFM
224
Mid Atlantic Financial Management
Pennsylvania
$407K -$85K -6,015 -17%
QIM
225
Quest Investment Management
Oregon
$407K – – –
7 8
9
10 11