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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.

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
1
Bank of America
North Carolina
$666M
2
Truist Financial
2
Truist Financial
North Carolina
$26.8M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$181M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$40.9M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$22.5M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$1K
2
TLP
2
Trinity Legacy Partners
Texas
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$4.32M
4
Jane Street
4
Jane Street
New York
$0
5
FF
5
Friedenthal Financial
New Jersey
$1.03M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$666M 44,379,052 +2,137,050 +5%
Wells Fargo
2
Wells Fargo
California
$315M 20,971,138 +660,122 +3%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$181M 12,031,762 +1,606,570 +15%
Morgan Stanley
4
Morgan Stanley
New York
$164M 10,940,456 +746,859 +7%
Ameriprise
5
Ameriprise
Minnesota
$120M 7,982,677 +452,774 +6%
UBS Group
6
UBS Group
Switzerland
$79.8M 5,316,440 +316,182 +6%
LPL Financial
7
LPL Financial
California
$54.5M 3,630,432 +290,048 +9%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$40.9M 2,725,405 +1,502,205 +123%
HNB
9
Huntington National Bank
Ohio
– – – –
Truist Financial
10
Truist Financial
North Carolina
$26.8M 1,788,285 +1,788,285 New
EWM
11
Edge Wealth Management
New York
$24.7M 1,645,830 +130,927 +9%
HighTower Advisors
12
HighTower Advisors
Illinois
$23.3M 1,552,985 +453,053 +41%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$22.5M 1,501,706 +1,183,766 +372%
PP
14
PagnatoKarp Partners
Virginia
$22.1M 1,471,969 -54,485 -4%
Invesco
15
Invesco
Georgia
$20.9M 1,394,571 +39,776 +3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$20.2M 1,349,053 -15,398 -1%
JIP
17
JBJ Investment Partners
South Carolina
$19.4M 1,295,420 +68,103 +6%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$18.9M 1,258,071 +616,987 +96%
MML Investors Services
19
MML Investors Services
Massachusetts
$18.8M 1,251,005 +65,653 +6%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$17.7M 1,179,467 -2,661 -0.2%
Prudential Financial
21
Prudential Financial
New Jersey
$17M 1,130,065 +301,700 +36%
AIA
22
Avalon Investment & Advisory
Texas
$15.5M 1,035,525 +34,328 +3%
AG
23
Advisor Group
Arizona
$14.2M 948,217 +73,027 +8%
KIA
24
KCM Investment Advisors
California
$12.1M 804,586 +44,929 +6%
HI
25
Horizon Investments
North Carolina
$11.7M 780,052 +620,144 +388%
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