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Invesco Preferred ETF
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Overview Fund Activity

493 hedge funds and large institutions have $2.15B invested in Invesco Preferred ETF in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 128 increasing their positions, 216 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
493
Holders Change
-25
Holders Change %
-4.83%
% of All Funds
8.34%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.22%
New
48
Increased
128
Reduced
216
Closed
68
Calls
$795K
Puts
–
Net Calls
+$795K
Net Calls Change
+$795K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$10.4M
2
Baird Financial Group
Baird Financial Group
Wisconsin
+$7.77M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$7.46M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$5.18M
5
Principal Financial Group
Principal Financial Group
Iowa
+$4.22M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$87.7M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$84.4M
3
HNB
Huntington National Bank
Ohio
-$71.7M
4
Morgan Stanley
Morgan Stanley
New York
-$37.9M
5
First Trust Advisors
First Trust Advisors
Illinois
-$22.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSCM
326
Wellington Shields Capital Management
New York
$181K +$39.2K +3,171 +28%
VWA
327
V Wealth Advisors
Kansas
$180K -$5.95K -481 -3%
BAM
328
Baldrige Asset Management
Pennsylvania
$180K +$7.5K +607 +4%
AFG
329
Alterity Financial Group
Maine
$180K +$180K +14,561 New
GLA
330
Good Life Advisors
Pennsylvania
$179K -$59.9K -4,847 -25%
RCAG
331
Rehmann Capital Advisory Group
Michigan
$175K -$4.18K -339 -2%
QIM
332
Quest Investment Management
Oregon
$174K – – –
SG
333
StoneX Group
New York
$174K -$332K -26,926 -66%
PCM
334
Palouse Capital Management
Washington
$172K – – –
FI
335
Financial Insights
Washington
$170K -$31.9K -2,581 -16%
RRWA
336
Rainey & Randall Wealth Advisors
Florida
$168K – – –
NFSG
337
Newbridge Financial Services Group
Florida
$166K -$32.1K -2,598 -16%
Wolverine Trading
338
Wolverine Trading
Illinois
$165K -$597K -48,260 -78%
SC
339
Sierra Capital
Florida
$164K – – –
GHA
340
GW Henssler & Associates
Georgia
$163K – – –
CCB
341
Cutter & Co Brokerage
Missouri
$161K +$680 +55 +0.4%
BSB
342
Bangor Savings Bank
Maine
$158K +$158K +12,788 New
Mirae Asset Global Investments
343
Mirae Asset Global Investments
South Korea
$157K – – –
EH
344
Equitable Holdings
New York
$155K -$12.1K -985 -7%
WSC
345
Wellington Shields & Co
New York
$154K – – –
OFG
346
Orcam Financial Group
California
$154K – – –
DAS
347
Dynamic Advisor Solutions
Arizona
$153K -$121K -9,842 -44%
National Bank of Canada
348
National Bank of Canada
Quebec, Canada
$152K -$875K -70,857 -85%
PWP
349
Principle Wealth Partners
Connecticut
$151K – – –
DBT
350
Dubuque Bank & Trust
Iowa
$149K -$16K -1,300 -10%
12 13
14
15 16