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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 %
DFA
351
DHJJ Financial Advisors
Illinois
$215K -$18.2K -1,350 -8%
CIBC World Market
352
CIBC World Market
Ontario, Canada
$213K -$1.18M -86,447 -85%
MAM
353
Marquette Asset Management
Minnesota
$213K -$1.14K -84 -0.5%
BFAG
354
Blackston Financial Advisory Group
Florida
$210K +$210K +13,988 New
AIP
355
Ahrens Investment Partners
Louisiana
$209K +$9.07K +668 +5%
MGIA
356
Matthew Goff Investment Advisor
Texas
$207K – – –
HIF
357
Hill Island Financial
Michigan
$207K +$2.56K +189 +1%
VWA
358
V Wealth Advisors
Kansas
$204K -$2.97K -219 -1%
GG
359
GenWealth Group
New Jersey
$204K – – –
WCG
360
Weaver Consulting Group
California
$203K – – –
AWA
361
Amplius Wealth Advisors
Pennsylvania
$203K – – –
AWM
362
Axxcess Wealth Management
California
$201K -$135K -9,925 -40%
CA
363
Clearstead Advisors
Ohio
$200K – – –
RWM
364
RBA Wealth Management
California
$199K -$408 -30 -0.2%
TFGT
365
TS Financial Group (TSFG)
Illinois
$198K +$530 +39 +0.3%
RCAG
366
Rehmann Capital Advisory Group
Michigan
$196K +$2.17K +160 +1%
CWS
367
Confluence Wealth Services
Pennsylvania
$194K -$1.36K -100 -0.7%
QIM
368
Quest Investment Management
Oregon
$192K – – –
FA
369
Fermata Advisors
California
$190K -$59.7K -4,396 -24%
BAM
370
Baldrige Asset Management
Pennsylvania
$190K +$190K +13,970 New
DP
371
Dearborn Partners
Illinois
$189K -$9.4K -691 -5%
PCM
372
Palouse Capital Management
Washington
$189K +$951 +70 +0.5%
SF
373
Synovus Financial
Georgia
$185K +$9.17K +679 +5%
RRWA
374
Rainey & Randall Wealth Advisors
Florida
$184K +$4.52K +334 +3%
EH
375
Equitable Holdings
New York
$184K +$16.3K +1,198 +10%
13 14
15
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