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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 %
WWM
376
Wagner Wealth Management
South Carolina
$184K +$92K +6,750 +100%
Carson Wealth (CWM LLC)
377
Carson Wealth (CWM LLC)
Nebraska
$183K +$122 +9 +0.1%
DBT
378
Dubuque Bank & Trust
Iowa
$182K – – –
SC
379
Sierra Capital
Florida
$180K – – –
GHA
380
GW Henssler & Associates
Georgia
$179K – – –
CAL
381
Capital Advisors Ltd
Ohio
$178K – – –
CCB
382
Cutter & Co Brokerage
Missouri
$176K -$276K -20,352 -61%
HWMA
383
Heritage Wealth Management (Arizona)
Arizona
$176K +$176K +13,000 New
BP
384
BBR Partners
New York
$176K +$176K +13,000 New
LWM
385
Ledge Wealth Management
Minnesota
$175K +$175K +12,908 New
Mirae Asset Global Investments
386
Mirae Asset Global Investments
South Korea
$173K – – –
TSWM
387
Tyler-Stone Wealth Management
Ohio
$172K +$325 +24 +0.2%
OFG
388
Orcam Financial Group
California
$170K +$170K +12,500 New
WSC
389
Wellington Shields & Co
New York
$169K – – –
PWP
390
Principle Wealth Partners
Connecticut
$166K – – –
AWA
391
Alta Wealth Advisors
Massachusetts
$162K -$13.5K -1,000 -8%
LFAS
392
Level Four Advisory Services
Texas
$162K – – –
MA
393
MONECO Advisors
Connecticut
$160K – – –
TW
394
TrinityPoint Wealth
Connecticut
$159K – – –
PG
395
Prostatis Group
Maryland
$157K +$157K +11,579 New
WSCM
396
Wellington Shields Capital Management
New York
$156K -$201K -14,800 -56%
CWC
397
Carolinas Wealth Consulting
North Carolina
$156K +$122 +9 +0.1%
AWM
398
Apollon Wealth Management
South Carolina
$155K -$32.3K -2,388 -17%
OPWM
399
Oxinas Partners Wealth Management
Indiana
$154K -$120K -8,845 -44%
WA
400
Winfield Associates
Ohio
$153K – – –
14 15
16
17 18