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Invesco Preferred ETF
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Overview Fund Activity

491 hedge funds and large institutions have $2.76B invested in Invesco Preferred ETF in 2022 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 134 increasing their positions, 202 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
491
Holders Change
+21
Holders Change %
+4.47%
% of All Funds
7.92%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
83
Increased
134
Reduced
202
Closed
54
Calls
$277K
Puts
$116K
Net Calls
+$161K
Net Calls Change
+$29K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$640M
2
Cohen & Steers
Cohen & Steers
New York
$19.5M
3
AF
Allworth Financial
California
$46.9M
4
SAMC
Spectrum Asset Management (Connecticut)
Connecticut
$25.7M
5
Cerity Partners
Cerity Partners
New York
$11.7M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$148M
2
AWA
Arete Wealth Advisors
Illinois
$799M
3
HNB
Huntington National Bank
Ohio
$29.9M
4
AA
Advisory Alpha
Michigan
$2.04M
5
UBS Group
UBS Group
Switzerland
$59M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBC
426
Romano Brothers & Co
Illinois
$21.2K +$21.2K +1,900 New
APC
427
Aspire Private Capital
North Carolina
$19.6K -$13.8K -1,230 -41%
HWA
428
HHM Wealth Advisors
Tennessee
$19.6K – – –
CAL
429
Capital Analysts LLC
Pennsylvania
$18K -$7.64K -700 -30%
AA
430
AlphaMark Advisors
Kentucky
$18K -$2.25K -200 -11%
BTI
431
Blue Trust Inc
Georgia
$17K -$36 -3 -0.2%
Fidelity Investments
432
Fidelity Investments
Massachusetts
$14.6K -$5.93K -530 -29%
ATC
433
Adirondack Trust Company
New York
$12.9K – – –
CT
434
Colonial Trust
South Carolina
$12.7K +$12.7K +1,132 New
FFA
435
Farther Finance Advisors
California
$12.6K +$12.6K +1,125 New
PP
436
PFS Partners
New Jersey
$12.5K +$1.76K +157 +16%
AF
437
Affiance Financial
Minnesota
$12.2K +$12.2K +1,088 New
Qube Research & Technologies (QRT)
438
Qube Research & Technologies (QRT)
United Kingdom
$11.6K +$11.6K +1,035 New
FA
439
Faithward Advisors
Pennsylvania
$11.2K +$4.61K +412 +70%
FCA
440
Fortis Capital Advisors
Kansas
$11.2K +$11.2K +1,000 New
FRA
441
Front Row Advisors
California
$11K – – –
MA
442
Montag & Associates
Georgia
$10.6K -$1.49K -133 -12%
AAMA
443
Advanced Asset Management Advisors
Ohio
$10.2K +$10.2K +913 New
AA
444
Ancora Advisors
Ohio
$10K -$15.6K -1,469 -61%
WWP
445
WR Wealth Planners
Missouri
$9.92K +$156 +14 +2%
HPC
446
HM Payson & Co
Maine
$9.06K – – –
TFGT
447
TS Financial Group (TSFG)
Illinois
$9K -$4.12K -384 -31%
WOSD
448
WFA of San Diego
California
$8.94K +$8.94K +800 New
LS
449
Leelyn Smith
Illinois
$8.67K +$8.67K +775 New
RIA
450
Realta Investment Advisors
Delaware
$8.31K -$5.46K -488 -40%
16 17
18
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