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Invesco Preferred ETF
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Overview Fund Activity

472 hedge funds and large institutions have $2.09B invested in Invesco Preferred ETF in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 168 increasing their positions, 173 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
+2
Holders Change %
+0.43%
% of All Funds
7.53%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
45
Increased
168
Reduced
173
Closed
35
Calls
$1.51M
Puts
$287K
Net Calls
+$1.22M
Net Calls Change
+$1.53M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$53.5M
2
LPL Financial
LPL Financial
California
+$17.4M
3
Wells Fargo
Wells Fargo
California
+$14M
4
GBWM
Granite Bay Wealth Management
New Hampshire
+$10M
5
Osaic Holdings
Osaic Holdings
Arizona
+$4.02M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$27.8M
2
Ameriprise
Ameriprise
Minnesota
-$12.5M
3
Cohen & Steers
Cohen & Steers
New York
-$7.75M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$7.24M
5
Morgan Stanley
Morgan Stanley
New York
-$6.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
226
Sierra Capital
Florida
$323K +$177K +16,185 +122%
VFA
227
Valeo Financial Advisors
Indiana
$313K – – –
WCM
228
Whitener Capital Management
North Carolina
$312K -$5.41K -494 -2%
CAG
229
Csenge Advisory Group
Florida
$311K -$40.8K -3,726 -12%
OA
230
Oxbow Advisors
Texas
$310K +$8.63K +788 +3%
MAP
231
Milestone Advisory Partners
North Carolina
$302K – – –
Wolverine Trading
232
Wolverine Trading
Illinois
$301K +$301K +27,514 New
BSW
233
Buckingham Strategic Wealth
Missouri
$301K +$5.55K +507 +2%
NS
234
NBC Securities
Alabama
$298K +$298K +27,256 New
KPWS
235
Kestra Private Wealth Services
Texas
$296K +$40.2K +3,668 +16%
CIA
236
Capital Investment Advisors
Georgia
$291K -$86.2K -7,873 -23%
WSTAM
237
Wilbanks Smith & Thomas Asset Management
Virginia
$290K +$9.33K +852 +3%
CIC
238
Carnegie Investment Counsel
Ohio
$287K +$76.5K +6,989 +36%
WBCM
239
Wilson & Boucher Capital Management
California
$285K – – –
Envestnet Portfolio Solutions
240
Envestnet Portfolio Solutions
Illinois
$283K +$283K +25,858 New
WWM
241
Western Wealth Management
Colorado
$283K +$95.8K +8,747 +51%
AFP
242
Ausdal Financial Partners
Iowa
$282K +$6.4K +584 +2%
PL
243
Plancorp LLC
Missouri
$281K +$281K +25,681 New
IWP
244
Innova Wealth Partners
Pennsylvania
$280K +$6.93K +633 +3%
SBIA
245
Sheaff Brock Investment Advisors
Indiana
$279K -$60.9K -5,558 -18%
BRWA
246
B. Riley Wealth Advisors
Florida
$279K -$37.2K -3,399 -12%
AF
247
Advisornet Financial
Minnesota
$277K +$438 +40 +0.2%
LA
248
Lifeworks Advisors
Michigan
$276K +$276K +25,236 New
LEFP
249
Leading Edge Financial Planning
Tennessee
$274K -$51.9K -4,739 -16%
PWM
250
Perigon Wealth Management
California
$272K +$3.33K +304 +1%
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