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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.

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

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$0
2
HCM
2
Hilton Capital Management
New York
$36M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$0
4
PI
4
PFS Investments
Georgia
$0
5
UBS Group
5
UBS Group
Switzerland
$93M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$687M 45,027,874 +2,195,126 +5%
Wells Fargo
2
Wells Fargo
California
$366M 23,996,294 +344,022 +1%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$222M 14,548,911 +749,691 +5%
Morgan Stanley
4
Morgan Stanley
New York
$190M 12,440,378 +788,973 +7%
Ameriprise
5
Ameriprise
Minnesota
$133M 8,694,111 +735,791 +9%
HNB
6
Huntington National Bank
Ohio
– – – –
UBS Group
7
UBS Group
Switzerland
$93M 6,096,035 -889,766 -13%
LPL Financial
8
LPL Financial
California
$85.1M 5,578,371 +1,214,617 +28%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$57.5M 3,765,557 +301,493 +9%
Charles Schwab
10
Charles Schwab
California
$53.7M 3,516,315 +3,516,315 New
Osaic Holdings
11
Osaic Holdings
Arizona
$36.8M 2,410,951 +213,226 +10%
HCM
12
Hilton Capital Management
New York
$36M 2,357,152 -1,519,515 -39%
Cohen & Steers
13
Cohen & Steers
New York
$31.3M 2,050,000 +2,050,000 New
Prudential Financial
14
Prudential Financial
New Jersey
$29.7M 1,943,187 -221,605 -10%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$27.9M 1,886,324 +67,876 +4%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$22.8M 1,494,201 +454,056 +44%
KIA
17
KCM Investment Advisors
California
$19.2M 1,257,901 +144,718 +13%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$18.9M 1,241,546 +107,417 +9%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$17.9M 1,176,197 +125,487 +12%
CAM
20
Cresset Asset Management
Illinois
$17.5M 1,146,101 -106,085 -8%
MML Investors Services
21
MML Investors Services
Massachusetts
$17M 1,113,816 -7,137 -0.6%
WP
22
WealthPLAN Partners
Nebraska
$16M 1,072,375 -125,388 -10%
Truist Financial
23
Truist Financial
North Carolina
$15.5M 1,014,654 -655,643 -39%
AIA
24
Avalon Investment & Advisory
Texas
$14.4M 940,789 -59,778 -6%
KAS
25
Kestra Advisory Services
Texas
$14.1M 925,061 +58,699 +7%
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