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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 %
GSEP
326
Golden State Equity Partners
California
$148K – – –
MGIA
327
Matthew Goff Investment Advisor
Texas
$147K +$147K +13,460 New
Citadel Advisors
328
Citadel Advisors
Florida
$147K +$69.1K +6,315 +89%
CHJWM
329
Carlton Hofferkamp & Jenks Wealth Management
Texas
$146K -$32.6K -3,170 -18%
KA
330
Kovack Advisors
Florida
$146K -$7.82K -714 -5%
SWA
331
Stratos Wealth Advisors
Ohio
$145K -$77 -7 -0.1%
YWM
332
Yoder Wealth Management
California
$145K -$49.3K -4,500 -25%
HIF
333
Hill Island Financial
Michigan
$144K +$2.27K +207 +2%
DAS
334
Dynamic Advisor Solutions
Arizona
$144K -$28.2K -2,572 -16%
ANBT
335
American National Bank & Trust
Texas
$142K – – –
SW
336
SkyOak Wealth
Michigan
$142K +$142K +12,980 New
CCB
337
Cutter & Co Brokerage
Missouri
$138K +$756 +69 +0.6%
WSC
338
Wellington Shields & Co
New York
$136K – – –
TF
339
Tompkins Financial
New York
$135K -$4.21K -384 -3%
ESB
340
Essex Savings Bank
Connecticut
$135K -$1.52K -139 -1%
CWS
341
Cypress Wealth Services
California
$134K – – –
EH
342
Equitable Holdings
New York
$132K +$4.38K +400 +3%
GCM
343
Glaxis Capital Management
Florida
$131K +$131K +12,000 New
CA
344
Cetera Advisors
Colorado
$131K -$21.3K -1,945 -14%
TWM
345
Tradition Wealth Management
Minnesota
$130K – – –
GIA
346
Gladstone Institutional Advisory
Florida
$129K +$11K +1,001 +9%
WS
347
Wedbush Securities
California
$126K +$126K +11,475 New
Corient Private Wealth
348
Corient Private Wealth
Florida
$126K +$126K +11,480 New
WP
349
WealthPLAN Partners
Nebraska
$124K +$7.36K +672 +6%
PG
350
Prostatis Group
Maryland
$123K +$1.83K +167 +2%
12 13
14
15 16