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Invesco Preferred ETF
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Overview Fund Activity

489 hedge funds and large institutions have $3.02B invested in Invesco Preferred ETF in 2020 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 202 increasing their positions, 107 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
489
Holders Change
+65
Holders Change %
+15.33%
% of All Funds
8.68%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.3%
New
107
Increased
202
Reduced
107
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
$53.7M
2
Bank of America
Bank of America
North Carolina
$687M
3
Cohen & Steers
Cohen & Steers
New York
$31.3M
4
LPL Financial
LPL Financial
California
$85.1M
5
Morgan Stanley
Morgan Stanley
New York
$190M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$107M
2
HI
Horizon Investments
North Carolina
$0
3
HCM
Hilton Capital Management
New York
$36M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
5
PI
PFS Investments
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IRC
201
Investors Research Corp
Georgia
$864K +$549K +35,978 +175%
UCFA
202
United Capital Financial Advisors
Texas
$847K -$403K -26,387 -32%
SFG
203
StrategIQ Financial Group
Indiana
$847K +$49.5K +3,240 +6%
CA
204
Calton & Associates
Florida
$846K +$846K +55,470 New
NWA
205
Navis Wealth Advisors
New York
$839K +$839K +55,000 New
N
206
Natixis
France
$815K -$6.11K -400 -0.7%
GWAG
207
Garrett Wealth Advisory Group
Texas
$814K -$245K -16,071 -23%
WAP
208
Wealthcare Advisory Partners
Pennsylvania
$802K +$17K +1,112 +2%
WPC
209
White Pine Capital
Minnesota
$788K +$42.7K +2,801 +6%
SFPG
210
Stonebridge Financial Planning Group
Florida
$783K +$30.1K +1,975 +4%
SWMG
211
Sanchez Wealth Management Group
Florida
$782K -$34.5K -2,263 -4%
OA
212
Oxbow Advisors
Texas
$780K -$11.7K -769 -1%
BIG
213
Boothe Investment Group
Delaware
$764K -$25.7K -1,688 -3%
Northern Trust
214
Northern Trust
Illinois
$755K +$570K +37,309 +307%
FHB
215
First Hawaiian Bank
Hawaii
$752K +$752K +49,297 New
RIA
216
Regal Investment Advisors
Michigan
$748K +$748K +49,009 New
1WM
217
1900 Wealth Management
Texas
$734K +$734K +48,139 New
CFA
218
Camarda Financial Advisors
Florida
$733K +$733K +48,052 New
CAPTRUST Financial Advisors
219
CAPTRUST Financial Advisors
North Carolina
$721K +$305K +20,028 +74%
MCM
220
McMillion Capital Management
North Carolina
$687K +$3.97K +260 +0.6%
MAM
221
Meeder Asset Management
Ohio
$670K +$454K +29,700 +210%
IC
222
Intersect Capital
California
$667K – – –
CWA
223
Capital Wealth Alliance
Arizona
$666K +$19.4K +1,296 +3%
BC
224
Barnett & Company
Tennessee
$660K +$91.5K +6,000 +16%
SFS
225
Sowell Financial Services
Arkansas
$655K -$1.48K -97 -0.2%
7 8
9
10 11