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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
$631M
2
HCM
Hilton Capital Management
New York
$57.1M
3
Morgan Stanley
Morgan Stanley
New York
$172M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$17.3M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$203M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$83.8M
2
Truist Financial
Truist Financial
North Carolina
$24.6M
3
AA
Apriem Advisors
California
$0
4
I
INVST
Indiana
$166K
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$631M +$34.8M +2,362,535 +6%
Wells Fargo
2
Wells Fargo
California
$348M +$5.62M +381,740 +2%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$203M +$15.3M +1,042,026 +8%
Morgan Stanley
4
Morgan Stanley
New York
$172M +$16.9M +1,148,101 +11%
Ameriprise
5
Ameriprise
Minnesota
$117M +$9.98M +676,172 +9%
UBS Group
6
UBS Group
Switzerland
$103M +$8.65M +586,919 +9%
HNB
7
Huntington National Bank
Ohio
$83.8M -$29.7M – –
LPL Financial
8
LPL Financial
California
$64.3M -$3.73M -253,453 -5%
HCM
9
Hilton Capital Management
New York
$57.1M +$21.5M +1,459,219 +60%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$51M +$4.9M +332,920 +11%
HI
11
Horizon Investments
North Carolina
$43M +$6.13M +417,656 +17%
Osaic Holdings
12
Osaic Holdings
Arizona
$32.3M +$5.59M +379,529 +21%
Prudential Financial
13
Prudential Financial
New Jersey
$31.9M +$6.48M +439,727 +25%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$27.1M -$1.26M -84,184 -4%
Truist Financial
15
Truist Financial
North Carolina
$24.6M -$8.16M -553,973 -25%
CAM
16
Cresset Asset Management
Illinois
$18.4M -$623K -42,323 -3%
WP
17
WealthPLAN Partners
Nebraska
$17.9M +$1.7M +113,559 +10%
Qube Research & Technologies (QRT)
18
Qube Research & Technologies (QRT)
United Kingdom
$17.3M +$15.7M +1,062,940 +929%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$16.7M -$896K -60,803 -5%
MML Investors Services
20
MML Investors Services
Massachusetts
$16.5M +$115K +7,786 +0.7%
KIA
21
KCM Investment Advisors
California
$16.4M +$1.75M +118,992 +12%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$15.5M +$2.01M +136,195 +15%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$15.3M +$1.64M +111,623 +12%
PI
24
PFS Investments
Georgia
$15.3M +$15.3M +1,036,797 New
AIA
25
Avalon Investment & Advisory
Texas
$14.7M -$605K -41,090 -4%
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