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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 %
AWA
251
Amplius Wealth Advisors
Pennsylvania
$271K – – –
WIM
252
WealthPlan Investment Management
Nebraska
$269K +$51.6K +4,712 +24%
US Bancorp
253
US Bancorp
Minnesota
$269K +$21.5K +1,960 +9%
SS
254
Simplicity Solutions
Minnesota
$268K +$42.3K +3,866 +19%
BFG
255
Bleakley Financial Group
New Jersey
$268K +$42.3K +3,866 +19%
MA
256
Mutual Advisors
Nebraska
$268K +$4.21K +384 +2%
MIA
257
MainStreet Investment Advisors
Illinois
$267K -$98.6K -9,000 -27%
AGP
258
Autumn Glory Partners
Texas
$265K +$265K +24,193 New
WAS
259
Wealth Advisory Solutions
Indiana
$264K -$126K -11,529 -32%
KBC
260
Key Bridge Compliance
$264K +$264K +24,142 New
BBWP
261
Beacon Bridge Wealth Partners
Pennsylvania
$262K -$27.9K -2,548 -10%
RJT
262
Raymond James Trust
Florida
$260K +$88.9K +8,120 +52%
AA
263
AlphaQ Advisors
Florida
$257K -$1.49K -136 -0.6%
HGERS
264
Householder Group Estate & Retirement Specialist
Arizona
$257K +$257K +23,428 New
HP
265
Hilltop Partners
Indiana
$252K -$36.5K -3,330 -13%
AL
266
ACAS LLC
California
$251K +$1.26K +115 +0.5%
SA
267
Sunesis Advisors
Kansas
$246K +$246K +22,492 New
MPWT
268
MassMutual Private Wealth & Trust
Connecticut
$244K -$100K -9,130 -29%
MWM
269
Modera Wealth Management
New Jersey
$239K +$9.6K +877 +4%
PFT
270
Providence First Trust
Arizona
$239K – – –
BOPW
271
Brandywine Oak Private Wealth
Pennsylvania
$239K – – –
MC
272
Moors & Cabot
Massachusetts
$236K -$116K -10,569 -33%
MA
273
MKT Advisors
California
$234K -$7.56K -700 -3%
IWM
274
IHT Wealth Management
Illinois
$230K +$4.79K +437 +2%
FCA
275
FinTrust Capital Advisors
South Carolina
$225K -$699K -63,842 -76%
9 10
11
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