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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 %
BONH
301
Bank of New Hampshire
New Hampshire
$184K +$65.2K +5,950 +55%
SSWM
302
Sheets Smith Wealth Management
North Carolina
$183K – – –
Principal Financial Group
303
Principal Financial Group
Iowa
$183K -$1.13M -103,577 -86%
HCM
304
Highlander Capital Management
New Jersey
$181K +$77.3K +7,066 +74%
AFC
305
AFT Forsyth & Company
Florida
$181K +$181K +16,529 New
LNC
306
Lincoln National Corp
Pennsylvania
$179K -$3.15K -288 -2%
VAS
307
Vestmark Advisory Solutions
Massachusetts
$178K +$6.89K +629 +4%
LF
308
Lantz Financial
Illinois
$177K – – –
CRWM
309
Castle Rock Wealth Management
California
$175K -$35.1K -3,340 -17%
WAM
310
Worth Asset Management
Texas
$175K -$78.2K -7,146 -31%
CPRC
311
Consolidated Portfolio Review Corp
New York
$175K -$2.22K -203 -1%
SWM
312
SeaCrest Wealth Management
New York
$173K -$17.8K -1,630 -9%
LFAS
313
Level Four Advisory Services
Texas
$169K +$22 +2 +0%
NSIM
314
North Star Investment Management
Illinois
$168K -$38.2K -3,488 -19%
GG
315
GenWealth Group
New Jersey
$165K – – –
BWFA
316
Baltimore-Washington Financial Advisors
Maryland
$165K -$296 -27 -0.2%
CW
317
CreativeOne Wealth
Kansas
$158K -$81.5K -7,440 -34%
WCG
318
Weaver Consulting Group
California
$158K -$6.06K -553 -4%
RCAG
319
Rehmann Capital Advisory Group
Michigan
$156K +$767 +70 +0.5%
DI
320
DFPG Investments
Utah
$155K -$11.6K -1,078 -7%
AWM
321
Avior Wealth Management
Nebraska
$154K -$5.21K -479 -3%
KFS
322
Kaizen Financial Strategies
California
$153K – – –
SG
323
StoneX Group
New York
$153K +$33.9K +3,098 +28%
TI
324
Trexquant Investment
Connecticut
$153K -$88.5K -8,085 -37%
SGWM
325
Sterling Group Wealth Management
California
$150K +$1.94K +177 +1%
11 12
13
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