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Invesco Preferred ETF
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Overview Fund Activity

503 hedge funds and large institutions have $3.08B invested in Invesco Preferred ETF in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 203 increasing their positions, 146 reducing their positions, and 53 closing their positions.

Holders
503
Holders Change
+14
Holders Change %
+2.86%
% of All Funds
8.86%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.23%
New
71
Increased
203
Reduced
146
Closed
53
Calls
$206K
Puts
$201K
Net Calls
+$5K
Net Calls Change
+$5K

Top Buyers

1
Bessemer Group
1
Bessemer Group
New Jersey
$116M
2
Bank of America
2
Bank of America
North Carolina
$724M
3
AA
3
Advisory Alpha
Michigan
$25.9M
4
LPL Financial
4
LPL Financial
California
$104M
5
HI
5
Horizon Investments
North Carolina
$18M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
Cohen & Steers
2
Cohen & Steers
New York
$0
3
HCM
3
Hilton Capital Management
New York
$4.57M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$10M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$39.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$724M 48,278,568 +3,250,694 +7%
Wells Fargo
2
Wells Fargo
California
$352M 23,448,952 -547,342 -2%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$209M 13,921,377 -627,534 -4%
Morgan Stanley
4
Morgan Stanley
New York
$199M 13,250,248 +809,870 +7%
Ameriprise
5
Ameriprise
Minnesota
$134M 8,883,529 +189,418 +2%
Bessemer Group
6
Bessemer Group
New Jersey
$116M 7,763,478 +7,762,653 +940,928%
HNB
7
Huntington National Bank
Ohio
– – – –
LPL Financial
8
LPL Financial
California
$104M 6,959,442 +1,381,071 +25%
UBS Group
9
UBS Group
Switzerland
$95.8M 6,384,016 +287,981 +5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$39.3M 2,620,569 -1,144,988 -30%
Osaic Holdings
11
Osaic Holdings
Arizona
$32.7M 2,179,207 -231,744 -10%
AA
12
Advisory Alpha
Michigan
$25.9M 1,728,519 +1,728,519 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$24.6M 1,637,771 +143,570 +10%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$20.4M 1,357,428 +115,882 +9%
Prudential Financial
15
Prudential Financial
New Jersey
$19.9M 1,327,266 -615,921 -32%
KIA
16
KCM Investment Advisors
California
$19.2M 1,277,721 +19,820 +2%
HI
17
Horizon Investments
North Carolina
$18M 1,200,310 +1,200,310 New
RJFSA
18
Raymond James Financial Services Advisors
Florida
$17.1M 1,136,750 -39,447 -3%
WP
19
WealthPLAN Partners
Nebraska
$16.5M 1,092,781 +20,406 +2%
MML Investors Services
20
MML Investors Services
Massachusetts
$16.2M 1,077,741 -36,075 -3%
CAM
21
Cresset Asset Management
Illinois
$15.9M 1,062,437 -83,664 -7%
CCM
22
Covington Capital Management
California
$14.7M 981,769 +85,578 +10%
Truist Financial
23
Truist Financial
North Carolina
$14.4M 957,667 -56,987 -6%
Stifel Financial
24
Stifel Financial
Missouri
$13.5M 899,478 +31,851 +4%
HI
25
Harbour Investments
Wisconsin
$12.6M 840,446 +840,446 New
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