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Invesco Preferred ETF
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Overview Fund Activity

402 hedge funds and large institutions have $2.15B invested in Invesco Preferred ETF in 2020 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 154 increasing their positions, 133 reducing their positions, and 56 closing their positions.

Holders
402
Holders Change
-13
Holders Change %
-3.13%
% of All Funds
8.88%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.46%
New
52
Increased
154
Reduced
133
Closed
56
Calls
–
Puts
$12K
Net Calls
-$12K
Net Calls Change
-$12K

Top Buyers

1
SS
1
Sunbelt Securities
Texas
$71.1M
2
Wells Fargo
2
Wells Fargo
California
$313M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$25.5M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$18.8M
5
WP
5
WealthPLAN Partners
Nebraska
$15M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$542M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$2.23M
3
EWM
3
Edge Wealth Management
New York
$3.65M
4
JIP
4
JBJ Investment Partners
South Carolina
$363K
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$4.86M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$542M 41,194,636 -3,184,416 -7%
Wells Fargo
2
Wells Fargo
California
$313M 23,771,722 +2,800,584 +13%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$155M 11,748,252 -283,510 -2%
Morgan Stanley
4
Morgan Stanley
New York
$135M 10,265,137 -675,319 -6%
Ameriprise
5
Ameriprise
Minnesota
$105M 7,883,984 -98,693 -1%
SS
6
Sunbelt Securities
Texas
$71.1M 4,950,873 +4,840,152 +4,371%
UBS Group
7
UBS Group
Switzerland
$59.5M 4,524,225 -792,215 -15%
LPL Financial
8
LPL Financial
California
$55.6M 4,225,492 +595,060 +16%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$39.9M 3,033,799 +308,394 +11%
HNB
10
Huntington National Bank
Ohio
– – – –
Osaic Holdings
11
Osaic Holdings
Arizona
$25.5M 2,068,444 +2,068,444 New
Prudential Financial
12
Prudential Financial
New Jersey
$24.2M 1,840,065 +710,000 +63%
Truist Financial
13
Truist Financial
North Carolina
$19.7M 1,496,224 -292,061 -16%
JPMPWA
14
J.P. Morgan Private Wealth Advisors
California
$18.8M 1,431,516 +1,431,516 New
MML Investors Services
15
MML Investors Services
Massachusetts
$16.4M 1,249,398 -1,607 -0.1%
PP
16
PagnatoKarp Partners
Virginia
$16M 1,213,943 -258,026 -18%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$15.3M 1,161,177 -18,290 -2%
WP
18
WealthPLAN Partners
Nebraska
$15M 1,079,151 +979,494 +983%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$14.8M 1,125,896 -223,157 -17%
AIA
20
Avalon Investment & Advisory
Texas
$14.6M 1,106,415 +70,890 +7%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$13.9M 1,059,491 -198,580 -16%
KIA
22
KCM Investment Advisors
California
$10.8M 818,211 +13,625 +2%
PT
23
Plimoth Trust
Massachusetts
$9.9M 752,052 +5,696 +0.8%
Invesco
24
Invesco
Georgia
$9.84M 747,631 -646,940 -46%
CG
25
Colony Group
Massachusetts
$9.64M 732,699 +102,930 +16%
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