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Invesco Preferred ETF
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Overview Fund Activity

493 hedge funds and large institutions have $2.15B invested in Invesco Preferred ETF in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 128 increasing their positions, 216 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
493
Holders Change
-25
Holders Change %
-4.83%
% of All Funds
8.34%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.22%
New
48
Increased
128
Reduced
216
Closed
68
Calls
$795K
Puts
–
Net Calls
+$795K
Net Calls Change
+$795K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$113M
2
Baird Financial Group
Baird Financial Group
Wisconsin
$11.8M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$16.3M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.49M
5
Principal Financial Group
Principal Financial Group
Iowa
$4.22M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$624M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$47.1M
3
HNB
Huntington National Bank
Ohio
$52.2M
4
Morgan Stanley
Morgan Stanley
New York
$136M
5
First Trust Advisors
First Trust Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
226
Sheets Smith Wealth Management
North Carolina
$407K -$18.5K -1,500 -4%
LNC
227
Lincoln National Corp
Pennsylvania
$405K -$11K -891 -3%
CWA
228
Capital Wealth Alliance
Arizona
$403K -$352K -28,511 -47%
FF
229
Friedenthal Financial
New Jersey
$403K +$1.94K +157 +0.5%
FUBT
230
First United Bank & Trust
Maryland
$398K -$496K -40,201 -55%
KWM
231
Kingsview Wealth Management
Oregon
$398K +$54.4K +4,412 +16%
CW
232
CreativeOne Wealth
Kansas
$396K -$92.2K -7,475 -19%
PFS
233
Prospera Financial Services
Texas
$395K -$8.59K -697 -2%
CG
234
Colony Group
Massachusetts
$394K -$314K -25,463 -44%
AF
235
Advisornet Financial
Minnesota
$394K -$140K -11,321 -26%
FWM
236
Frontier Wealth Management
Missouri
$394K -$11.7K -949 -3%
WAM
237
Worth Asset Management
Texas
$393K -$135K -10,910 -26%
MA
238
Mutual Advisors
Nebraska
$389K -$1.63M -131,777 -81%
WBCM
239
Wilson & Boucher Capital Management
California
$387K – – –
SFPG
240
Stonebridge Financial Planning Group
Florida
$381K -$56.3K -4,556 -13%
PA
241
Pinnacle Associates
New York
$353K +$74 +6 +0%
SBIA
242
Sheaff Brock Investment Advisors
Indiana
$352K +$1.77K +143 +0.5%
BWM
243
BCS Wealth Management
Tennessee
$351K -$12.8K -1,038 -4%
LWP
244
Legacy Wealth Planning
Nevada
$346K +$80.4K +6,521 +30%
1WM
245
1900 Wealth Management
Texas
$345K -$224K -18,139 -39%
MAP
246
Milestone Advisory Partners
North Carolina
$344K – – –
EWM
247
Executive Wealth Management
Michigan
$342K +$25 +2 +0%
WSTAM
248
Wilbanks Smith & Thomas Asset Management
Virginia
$341K -$24.3K -1,971 -7%
MFGM
249
Marshall Financial Group (Maryland)
Maryland
$339K -$1.39M -112,661 -80%
B
250
Bensler
Washington
$331K -$66.1K -5,354 -17%
8 9
10
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