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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 %
WCM
251
Whitener Capital Management
North Carolina
$329K – – –
SAM
252
SignalPoint Asset Management
Missouri
$323K +$8.97K +729 +3%
LWAC
253
Laurel Wealth Advisors (California)
California
$321K -$19.4K -1,574 -6%
ASN
254
Advisory Services Network
Georgia
$319K +$14.2K +1,153 +5%
MA
255
MKT Advisors
California
$310K +$138 +11 +0%
IWN
256
Independent Wealth Network
Iowa
$310K +$53.2K +4,310 +21%
WWM
257
Western Wealth Management
Colorado
$306K -$101K -8,232 -25%
RW
258
RVW Wealth
California
$301K -$450K -36,424 -60%
MCM
259
McMillion Capital Management
North Carolina
$297K -$21.5K -1,743 -7%
JGIA
260
Jackson Grant Investment Advisers
Connecticut
$294K -$144K -11,675 -33%
LWMG
261
Levy Wealth Management Group
Pennsylvania
$289K +$2.07K +168 +0.7%
PFT
262
Providence First Trust
Arizona
$288K – – –
GPA
263
Guidance Point Advisors
Massachusetts
$283K -$5.39K -437 -2%
NFG
264
Nations Financial Group
Iowa
$281K +$22.8K +1,846 +9%
FA
265
Flagstar Advisors
New York
$281K +$29.1K +2,360 +12%
CFGS
266
Concourse Financial Group Securities
Alabama
$279K -$668K -54,132 -71%
IWP
267
Insight Wealth Partners
Texas
$275K – – –
CFO
268
CVA Family Office
Colorado
$271K – – –
TFS
269
TrustCore Financial Services
Tennessee
$270K +$2.42K +196 +0.9%
Citigroup
270
Citigroup
New York
$269K -$32.9K -2,660 -11%
RL
271
Retireful LLC
Michigan
$269K +$269K +21,794 New
CRWM
272
Castle Rock Wealth Management
California
$261K -$11.5K -920 -4%
KA
273
Kovack Advisors
Florida
$260K -$107K -8,690 -29%
BOPW
274
Brandywine Oak Private Wealth
Pennsylvania
$256K – – –
HI
275
Harbour Investments
Wisconsin
$256K +$256K +20,718 New
9 10
11
12 13