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Invesco Preferred ETF
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Overview Fund Activity

470 hedge funds and large institutions have $2.1B invested in Invesco Preferred ETF in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 172 increasing their positions, 158 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
+6
Holders Change %
+1.29%
% of All Funds
7.41%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
54
Increased
172
Reduced
158
Closed
41
Calls
$475K
Puts
$784K
Net Calls
-$309K
Net Calls Change
-$322K

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$57.9M
2
LPL Financial
LPL Financial
California
$148M
3
Bank of America
Bank of America
North Carolina
$614M
4
Wells Fargo
Wells Fargo
California
$161M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$23.4M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$1.77M
2
HNB
Huntington National Bank
Ohio
$27.8M
3
Morgan Stanley
Morgan Stanley
New York
$115M
4
AA
ACT Advisors
North Carolina
$0
5
AF
Allworth Financial
California
$40.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
326
Kovack Advisors
Florida
$159K -$3.2K -281 -2%
CWM
327
Collaborative Wealth Management
Florida
$159K +$159K +13,986 New
FUBT
328
First United Bank & Trust
Maryland
$159K -$3.16K -278 -2%
CA
329
Cetera Advisors
Colorado
$158K -$314K -27,648 -67%
SFPG
330
Stonebridge Financial Planning Group
Florida
$157K -$34.1K -3,000 -18%
GSEP
331
Golden State Equity Partners
California
$154K +$154K +13,558 New
SGWM
332
Sterling Group Wealth Management
California
$154K +$2.02K +178 +1%
SWA
333
Stratos Wealth Advisors
Ohio
$151K +$239 +21 +0.2%
SC
334
Sierra Capital
Florida
$151K – – –
ANBT
335
American National Bank & Trust
Texas
$148K +$148K +13,000 New
HIF
336
Hill Island Financial
Michigan
$148K +$1.6K +141 +1%
QIM
337
Quest Investment Management
Oregon
$146K -$15.2K -1,335 -9%
TF
338
Tompkins Financial
New York
$145K -$4.4M -386,667 -97%
BAAM
339
Baker Avenue Asset Management
California
$143K -$37.9K -3,329 -21%
CCB
340
Cutter & Co Brokerage
Missouri
$142K +$773 +68 +0.5%
ESB
341
Essex Savings Bank
Connecticut
$142K +$4.18K +368 +3%
WSC
342
Wellington Shields & Co
New York
$141K – – –
CWAG
343
Carlsbad Wealth Advisory Group
California
$139K +$139K +12,266 New
CWS
344
Cypress Wealth Services
California
$137K – – –
TWM
345
Tradition Wealth Management
Minnesota
$135K -$17.7K -1,559 -12%
SL
346
Sentinus LLC
Illinois
$134K +$134K +11,820 New
Fifth Third Bancorp
347
Fifth Third Bancorp
Ohio
$133K +$40.8K +3,584 +44%
EH
348
Equitable Holdings
New York
$133K +$133K +11,691 New
JWCA
349
J.W. Cole Advisors
Florida
$133K +$9.98K +878 +8%
PCM
350
Palouse Capital Management
Washington
$131K -$23.6K -2,076 -15%
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