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Invesco Preferred ETF
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Overview Fund Activity

470 hedge funds and large institutions have $1.99B invested in Invesco Preferred ETF in 2022 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 131 increasing their positions, 190 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
-23
Holders Change %
-4.67%
% of All Funds
8.13%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
43
Increased
131
Reduced
190
Closed
60
Calls
$397K
Puts
$265K
Net Calls
+$132K
Net Calls Change
-$663K

Top Buyers

1
AF
Allworth Financial
California
+$6.74M
2
First Trust Advisors
First Trust Advisors
Illinois
+$4.39M
3
Jane Street
Jane Street
New York
+$3.67M
4
Ameriprise
Ameriprise
Minnesota
+$3.43M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$3.33M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$52.2M
2
AA
Advisory Alpha
Michigan
-$19M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$10.6M
4
LPL Financial
LPL Financial
California
-$9.12M
5
CCA
Checchi Capital Advisers
California
-$7.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAA
276
Global Assets Advisory
Florida
$237K +$237K +21,090 New
RTS
277
Round Table Services
New Jersey
$233K – – –
AIP
278
Ahrens Investment Partners
Louisiana
$233K +$16K +1,350 +7%
CAM
279
Cresset Asset Management
Illinois
$231K -$5.4K -454 -2%
AFP
280
Ausdal Financial Partners
Iowa
$231K -$476 -40 -0.2%
SF
281
Synovus Financial
Georgia
$226K +$7.14K +602 +3%
DTL
282
Dynamic Technology Lab
Singapore
$225K +$225K +18,944 New
GLA
283
Good Life Advisors
Pennsylvania
$223K +$51K +4,293 +30%
SSWM
284
Sheets Smith Wealth Management
North Carolina
$222K -$170K -14,275 -43%
NFSG
285
Newbridge Financial Services Group
Florida
$222K +$62.5K +5,266 +39%
Citadel Advisors
286
Citadel Advisors
Florida
$222K +$222K +18,659 New
WS
287
Wedbush Securities
California
$220K -$8.15K -687 -4%
NSIM
288
North Star Investment Management
Illinois
$219K -$22K -1,852 -9%
CHJWM
289
Carlton Hofferkamp & Jenks Wealth Management
Texas
$219K – – –
SWM
290
SeaCrest Wealth Management
New York
$219K – – –
SC
291
Scotia Capital
Ontario, Canada
$215K – – –
MCM
292
McMillion Capital Management
North Carolina
$214K -$71.1K -6,000 -25%
LCM
293
LCM Capital Management
Illinois
$214K – – –
LFG
294
Lockerman Financial Group
California
$213K – – –
AWM
295
Activest Wealth Management
Florida
$213K +$213K +17,920 New
CIA
296
Capital Investment Advisors
Georgia
$207K +$833 +70 +0.4%
MPWT
297
MassMutual Private Wealth & Trust
Connecticut
$204K +$4.74K +400 +2%
Bank of New York Mellon
298
Bank of New York Mellon
New York
$203K -$22.1K -1,858 -10%
PA
299
Parallel Advisors
California
$201K – – –
VVP
300
Venture Visionary Partners
Ohio
$198K +$12 +1 +0%
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12
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