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Invesco Preferred ETF
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Overview Fund Activity

518 hedge funds and large institutions have $2.84B invested in Invesco Preferred ETF in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 219 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
518
Holders Change
-17
Holders Change %
-3.18%
% of All Funds
8.2%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.17%
New
55
Increased
150
Reduced
219
Closed
66
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$22.1M
2
AWS
AJ Wealth Strategies
New York
+$7.25M
3
Wells Fargo
Wells Fargo
California
+$7.11M
4
ECM
ExodusPoint Capital Management
New York
+$6.79M
5
Renaissance Technologies
Renaissance Technologies
New York
+$6.65M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$122M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$27.7M
3
HI
Horizon Investments
North Carolina
-$23M
4
Bank of America
Bank of America
North Carolina
-$18.5M
5
Ameriprise
Ameriprise
Minnesota
-$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RTS
326
Round Table Services
New Jersey
$266K – – –
BC
327
Burney Company
Virginia
$265K -$60.3K -4,439 -19%
GLA
328
Good Life Advisors
Pennsylvania
$262K +$339 +25 +0.1%
CHJWM
329
Carlton Hofferkamp & Jenks Wealth Management
Texas
$258K – – –
SC
330
Scotia Capital
Ontario, Canada
$245K -$28.2K -2,079 -10%
MA
331
MUFG Americas
New York
$245K -$10.9K -802 -4%
AL
332
Aspiriant LLC
California
$244K +$3.04K +224 +1%
LFG
333
Lockerman Financial Group
California
$243K – – –
Bank of New York Mellon
334
Bank of New York Mellon
New York
$240K -$390K -28,778 -62%
MPWT
335
MassMutual Private Wealth & Trust
Connecticut
$239K -$12.4K -910 -5%
AAM
336
Autus Asset Management
Arizona
$238K -$264K -19,450 -53%
CIA
337
Capital Investment Advisors
Georgia
$237K -$8.74K -645 -4%
TWA
338
TCI Wealth Advisors
Arizona
$236K – – –
DTL
339
Dynamic Technology Lab
Singapore
$232K +$232K +17,081 New
AFC
340
AFT Forsyth & Company
Florida
$229K +$81 +6 +0%
VVP
341
Venture Visionary Partners
Ohio
$226K – – –
CL
342
CIM LLC
New York
$223K – – –
MIA
343
MainStreet Investment Advisors
Illinois
$222K -$12.3K -910 -5%
FI
344
Financial Insights
Washington
$222K -$11.4K -840 -5%
JWCA
345
J.W. Cole Advisors
Florida
$221K -$144K -10,574 -39%
GFS
346
GYL Financial Synergies
Connecticut
$221K +$221K +16,262 New
AWA
347
Arete Wealth Advisors
Illinois
$219K -$58.2K -4,282 -21%
EIP
348
Ellis Investment Partners
Pennsylvania
$219K +$2.7K +200 +1%
NFSG
349
Newbridge Financial Services Group
Florida
$218K +$54.2K +3,987 +33%
ACM
350
Avalon Capital Management
California
$218K +$218K +17,500 New
12 13
14
15 16