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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
$35.4M
2
HCM
Hilton Capital Management
New York
$34.1M
3
UBS Group
UBS Group
Switzerland
$90.4M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$27.2M
5
CAM
Cresset Asset Management
Illinois
$18.3M

Top Sellers

1
SS
Sunbelt Securities
Texas
$373K
2
HNB
Huntington National Bank
Ohio
$29.7M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$0
4
Bank of America
Bank of America
North Carolina
$571M
5
CG
Colony Group
Massachusetts
$300K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$571M -$10.2M -724,423 -2%
Wells Fargo
2
Wells Fargo
California
$329M -$7.08M -501,190 -2%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$180M +$14.2M +1,008,942 +9%
Morgan Stanley
4
Morgan Stanley
New York
$148M +$3.36M +238,167 +2%
Ameriprise
5
Ameriprise
Minnesota
$103M -$8.52M -601,836 -8%
UBS Group
6
UBS Group
Switzerland
$90.4M +$26.5M +1,874,657 +41%
LPL Financial
7
LPL Financial
California
$65.2M +$5.53M +391,715 +9%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$44.2M +$1.37M +97,345 +3%
HI
9
Horizon Investments
North Carolina
$35.4M +$35.1M +2,497,496 +14,060%
HCM
10
Hilton Capital Management
New York
$34.1M +$33.7M +2,384,765 +7,297%
Truist Financial
11
Truist Financial
North Carolina
$31.4M +$10.3M +728,046 +49%
HNB
12
Huntington National Bank
Ohio
$29.7M -$28.1M – –
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$27.2M +$21.7M +1,516,688 +393%
Osaic Holdings
14
Osaic Holdings
Arizona
$25.7M -$3.53M -250,248 -12%
Prudential Financial
15
Prudential Financial
New Jersey
$24.4M -$1.62M -115,000 -6%
CAM
16
Cresset Asset Management
Illinois
$18.3M +$18.3M +1,294,509 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$16.9M +$477K +33,755 +3%
WP
18
WealthPLAN Partners
Nebraska
$16M +$74.8K +5,053 +0.5%
MML Investors Services
19
MML Investors Services
Massachusetts
$15.7M -$1.92M -136,231 -11%
AIA
20
Avalon Investment & Advisory
Texas
$14.7M -$914K -64,758 -6%
KIA
21
KCM Investment Advisors
California
$14M +$2.48M +175,980 +22%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$13.1M -$2.79M -197,374 -18%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$12.9M +$5.04M +356,678 +64%
PT
24
Plimoth Trust
Massachusetts
$10.2M -$451K -31,936 -4%
Invesco
25
Invesco
Georgia
$10.2M -$397K -28,142 -4%
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