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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
$9.15M
3
Wells Fargo
Wells Fargo
California
$299M
4
ECM
ExodusPoint Capital Management
New York
$6.79M
5
Renaissance Technologies
Renaissance Technologies
New York
$7.93M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$71.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$20.2M
3
HI
Horizon Investments
North Carolina
$0
4
Bank of America
Bank of America
North Carolina
$783M
5
Ameriprise
Ameriprise
Minnesota
$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
Manulife (Manufacturers Life Insurance)
401
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$150K – – –
RG
402
Rathbones Group
United Kingdom
$149K – – –
PSIWM
403
Paradigm Strategies in Wealth Management
Minnesota
$147K +$843 +62 +0.6%
MA
404
MCF Advisors
Kentucky
$146K +$146K +10,760 New
DWMG
405
DB Wealth Management Group
California
$145K -$8.01K -589 -5%
CFS
406
CRA Financial Services
New Jersey
$142K – – –
SW
407
SkyOak Wealth
Michigan
$142K – – –
HIM
408
Hillsdale Investment Management
Ontario, Canada
$140K -$71.7K -5,300 -34%
C
409
CEDRUS
Colorado
$138K +$138K +10,140 New
WLPWM
410
Walled Lake Planning & Wealth Management
Illinois
$137K – – –
ESB
411
Essex Savings Bank
Connecticut
$137K +$137K +10,067 New
WP
412
WMS Partners
Maryland
$136K +$136K +10,000 New
RPCA
413
Running Point Capital Advisors
California
$136K +$136K +10,000 New
GWSG
414
GPS Wealth Strategies Group
Colorado
$133K -$8.96K -660 -6%
HCM
415
Highlander Capital Management
New Jersey
$133K – – –
FAG
416
Fortitude Advisory Group
Washington
$127K +$57.3K +4,210 +82%
BAM
417
Bellevue Asset Management
Washington
$121K -$1.31K -96 -1%
BFEC
418
Benjamin F. Edwards & Company
Missouri
$121K +$59.3K +4,367 +96%
BAM
419
Belpointe Asset Management
Nevada
$120K -$55.7K -4,122 -32%
CFN
420
Cordasco Financial Network
Florida
$120K -$109 -8 -0.1%
SAM
421
S.A. Mason
Michigan
$116K +$8.56K +630 +8%
SC
422
Seldon Capital
California
$115K -$214K -15,812 -65%
CHA
423
Carmichael Hill & Associates
Maryland
$108K – – –
CT
424
Cambridge Trust
Massachusetts
$107K +$107K +7,900 New
CF
425
Centaurus Financial
California
$106K -$87K -6,416 -45%
15 16
17
18 19