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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 %
CFGS
326
Concourse Financial Group Securities
Alabama
$168K -$100K -8,451 -37%
QIM
327
Quest Investment Management
Oregon
$168K – – –
PTC
328
Private Trust Company
Ohio
$167K +$29.7K +2,495 +22%
MG
329
Mather Group
Illinois
$165K +$165K +13,856 New
PCM
330
Palouse Capital Management
Washington
$164K -$1.84K -154 -1%
BJL
331
Brighton Jones LLC
Washington
$164K +$164K +13,837 New
FI
332
Financial Insights
Washington
$163K – – –
RRWA
333
Rainey & Randall Wealth Advisors
Florida
$161K – – –
WPC
334
White Pine Capital
Minnesota
$160K -$250K -21,075 -61%
SC
335
Sierra Capital
Florida
$158K – – –
GHA
336
GW Henssler & Associates
Georgia
$157K – – –
CCB
337
Cutter & Co Brokerage
Missouri
$155K +$664 +56 +0.4%
OMC
338
Old Mission Capital
Illinois
$154K +$154K +12,931 New
LI
339
LMCG Investments
Massachusetts
$153K +$153K +12,868 New
QCIG
340
Quad-Cities Investment Group
Iowa
$152K -$70.2K -5,918 -32%
BSB
341
Bangor Savings Bank
Maine
$152K – – –
Mirae Asset Global Investments
342
Mirae Asset Global Investments
South Korea
$151K – – –
OFG
343
Orcam Financial Group
California
$149K – – –
AFG
344
Alterity Financial Group
Maine
$148K -$24.8K -2,091 -14%
WSC
345
Wellington Shields & Co
New York
$148K – – –
EH
346
Equitable Holdings
New York
$145K -$3.96K -334 -3%
KPWS
347
Kestra Private Wealth Services
Texas
$145K +$145K +12,208 New
TW
348
TrinityPoint Wealth
Connecticut
$144K +$8.62K +728 +6%
AWM
349
Apollon Wealth Management
South Carolina
$144K +$11.9K +1,000 +9%
DAS
350
Dynamic Advisor Solutions
Arizona
$142K -$5.54K -466 -4%
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