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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 %
CA
351
Clearstead Advisors
Ohio
$122K +$58.8K +5,369 +93%
RG
352
Rathbones Group
United Kingdom
$120K – – –
Northern Trust
353
Northern Trust
Illinois
$116K -$294K -26,842 -72%
SFPG
354
Stonebridge Financial Planning Group
Florida
$116K -$35.3K -3,225 -23%
RWIA
355
Roger Wittlin Investment Advisory
California
$115K +$1.79K +163 +2%
BC
356
Burney Company
Virginia
$115K – – –
QIM
357
Quest Investment Management
Oregon
$114K -$25.9K -2,365 -18%
VVP
358
Venture Visionary Partners
Ohio
$114K +$11 +1 +0%
MWM
359
Mattern Wealth Management
Kansas
$114K +$114K +10,400 New
Vontobel Holding
360
Vontobel Holding
Switzerland
$112K – – –
CIA
361
Cladis Investment Advisory
Montana
$111K – – –
WB
362
WesBanco Bank
West Virginia
$111K -$1.64K -150 -1%
BFEC
363
Benjamin F. Edwards & Company
Missouri
$110K +$470 +43 +0.4%
PCM
364
Palouse Capital Management
Washington
$110K -$16.8K -1,532 -13%
PCA
365
Providence Capital Advisors
North Carolina
$110K +$110K +10,000 New
FWM
366
Focused Wealth Management
New York
$108K +$186 +17 +0.2%
CWC
367
Carolinas Wealth Consulting
North Carolina
$108K -$7.37K -721 -6%
KWA
368
Kingswood Wealth Advisors
California
$105K -$123K -11,700 -54%
RPCA
369
Running Point Capital Advisors
California
$97.8K -$56.4K -5,153 -37%
SAM
370
S.A. Mason
Michigan
$90.9K – – –
CWM
371
Consultiva Wealth Management
Puerto Rico
$88.6K +$88.6K +8,093 New
WSCM
372
Wellington Shields Capital Management
New York
$88.6K -$14.5K -1,325 -14%
TSWM
373
Tyler-Stone Wealth Management
Ohio
$85K +$2.5K +228 +3%
CIAS
374
Capital Investment Advisory Services
North Carolina
$81.7K -$366K -33,458 -82%
RF
375
Robbins Farley
New Hampshire
$79.2K +$75.7K +6,911 +2,126%
13 14
15
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