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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 %
WWM
276
Windsor Wealth Management
Indiana
$223K +$6.97K +637 +3%
NFSG
277
Newbridge Financial Services Group
Florida
$221K -$14.3K -1,308 -6%
TW
278
TrinityPoint Wealth
Connecticut
$221K +$57.4K +5,246 +35%
B
279
Bensler
Washington
$218K +$2.6K +237 +1%
APWA
280
Atlas Private Wealth Advisors
New Jersey
$217K -$11K -1,000 -5%
MFGM
281
Marshall Financial Group (Maryland)
Maryland
$216K – – –
SS
282
Sunbelt Securities
Texas
$215K +$5.63K +514 +3%
CAP
283
Columbia Advisory Partners
Washington
$212K -$1.4K -128 -0.7%
ACA
284
Aptus Capital Advisors
Alabama
$212K -$35.6K -3,253 -14%
UCFA
285
United Capital Financial Advisors
Texas
$207K +$24.7K +2,254 +14%
M&T Bank
286
M&T Bank
New York
$207K -$87.3K -7,970 -30%
PA
287
Parallel Advisors
California
$206K +$12.4K +1,128 +6%
JPWM
288
Jamison Private Wealth Management
Georgia
$205K +$205K +18,747 New
PA
289
Pinnacle Associates
New York
$204K -$54.9K -5,015 -21%
GJIA
290
Glass Jacobson Investment Advisors
Maryland
$203K – – –
GCA
291
Greenwood Capital Associates
South Carolina
$203K +$29.2K +2,666 +17%
CWM
292
Collaborative Wealth Management
Florida
$199K +$45.9K +4,196 +30%
CAM
293
Cresset Asset Management
Illinois
$199K +$1.91K +174 +1%
SAM
294
SignalPoint Asset Management
Missouri
$199K – – –
HH
295
Hilltop Holdings
Texas
$199K +$199K +18,132 New
IAG
296
Investmark Advisory Group
Connecticut
$197K +$372 +34 +0.2%
JWCA
297
J.W. Cole Advisors
Florida
$190K +$62.8K +5,735 +49%
OPWM
298
Oxinas Partners Wealth Management
Indiana
$189K -$1.92K -175 -1%
OIA
299
OneDigital Investment Advisors
Kansas
$188K +$188K +17,167 New
CFO
300
CVA Family Office
Colorado
$188K +$1.39K +127 +0.7%
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