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Invesco Preferred ETF
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Overview Fund Activity

424 hedge funds and large institutions have $2.71B invested in Invesco Preferred ETF in 2020 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 184 increasing their positions, 114 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+12
Holders Change %
+2.91%
% of All Funds
8.58%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.38%
New
54
Increased
184
Reduced
114
Closed
40
Calls
–
Puts
$421K
Net Calls
-$421K
Net Calls Change
-$525K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$34.8M
2
HCM
Hilton Capital Management
New York
+$21.5M
3
Morgan Stanley
Morgan Stanley
New York
+$16.9M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$15.7M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$15.3M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$29.7M
2
Truist Financial
Truist Financial
North Carolina
-$8.16M
3
AA
Apriem Advisors
California
-$6.08M
4
I
INVST
Indiana
-$6.02M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$4.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
201
Checchi Capital Advisers
California
$578K +$277K +18,790 +92%
CIC
202
Carnegie Investment Counsel
Ohio
$571K +$571K +38,750 New
JWCA
203
J.W. Cole Advisors
Florida
$560K -$568K -38,573 -50%
MAM
204
Marquette Asset Management
Minnesota
$559K -$512K -34,786 -48%
FWM
205
Frontier Wealth Management
Missouri
$557K -$69.1K -4,688 -11%
BC
206
Barnett & Company
Tennessee
$549K +$278K +18,900 +103%
MAFM
207
Mid Atlantic Financial Management
Pennsylvania
$545K +$114K +7,621 +26%
PA
208
PFG Advisors
Arizona
$541K +$140K +9,355 +35%
CAG
209
Curtis Advisory Group
California
$537K +$326K +22,145 +155%
APW
210
Aurora Private Wealth
New Jersey
$534K +$46.9K +3,184 +10%
US Bancorp
211
US Bancorp
Minnesota
$531K +$47.3K +3,214 +10%
RJT
212
Raymond James Trust
Florida
$530K +$4.05K +275 +0.8%
PA
213
Pinnacle Associates
New York
$524K -$11.7K -795 -2%
BRWA
214
B. Riley Wealth Advisors
Florida
$513K +$69K +4,686 +16%
IWC
215
Integrated Wealth Concepts
Massachusetts
$500K +$329K +22,349 +193%
FFS
216
Founders Financial Securities
Maryland
$493K +$493K +33,465 New
NC
217
NewSquare Capital
Pennsylvania
$489K +$20.7K +1,405 +4%
CIAS
218
Capital Investment Advisory Services
North Carolina
$475K +$93.7K +6,370 +25%
AAM
219
Autus Asset Management
Arizona
$466K +$32.4K +2,200 +7%
IWS
220
Insight Wealth Strategies
California
$462K -$21.7K -1,473 -4%
AF
221
Allworth Financial
California
$459K -$18.3K -1,246 -4%
CAG
222
Csenge Advisory Group
Florida
$455K +$25.9K +1,741 +6%
CW
223
CreativeOne Wealth
Kansas
$448K -$85K -5,773 -16%
APWA
224
Atlas Private Wealth Advisors
New Jersey
$447K -$32.4K -2,195 -7%
IF
225
Intrua Financial
Texas
$446K -$15.4K -1,031 -3%
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