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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 %
MRCM
451
M&R Capital Management
New Jersey
$7.83K – – –
BBHC
452
Brown Brothers Harriman & Co
New York
$7.77K – – –
CAS
453
Coppell Advisory Solutions
Texas
$7.54K +$7.54K +674 New
CASC
454
Coppell Advisory Solutions Corp
Texas
$7.54K +$7.54K +674 New
NHT
455
New Hampshire Trust
New Hampshire
$7.36K +$7.36K +658 New
MSCM
456
McElhenny Sheffield Capital Management
Texas
$7.27K +$7.27K +650 New
RA
457
Rise Advisors
New York
$7.17K +$112 +10 +2%
FCMT
458
Founders Capital Management (Texas)
Texas
$6K – – –
GGI
459
Godsey & Gibb Inc
Virginia
$5.15K +$5.15K +460 New
WWM
460
Wolff Wiese Magana
California
$5.07K – – –
HIA
461
Harbor Investment Advisory
Maryland
$5.07K – – –
TRCT
462
Tower Research Capital (TRC)
New York
$5K -$967 -87 -16%
HCM
463
Hollencrest Capital Management
California
$5K +$5K +447 New
CWP
464
Concord Wealth Partners
Virginia
$4.81K +$4.81K +430 New
PFA
465
Pathway Financial Advisers
Indiana
$4.66K +$4.66K +417 New
TFA
466
Toth Financial Advisory
Virginia
$4.47K – – –
CSC
467
Caldwell Sutter Capital
California
$3.7K +$3.7K +331 New
PAG
468
Private Advisor Group
New Jersey
$3.6K -$859 -76,846 -19%
S
469
SignatureFD
Georgia
$3.35K +$3.35K +300 New
AIM
470
Anchor Investment Management
South Carolina
$2.8K – – –
PP
471
Pacifica Partners
Canada
$2.26K – – –
MIA
472
Milestone Investment Advisors
Wisconsin
$2.24K +$2.24K +200 New
BWM
473
Baystate Wealth Management
Massachusetts
$2K +$29 +3 +1%
DAM
474
Delta Asset Management
Tennessee
$1.79K +$1.79K +160 New
AWM
475
Abound Wealth Management
Tennessee
$1.61K +$1.61K +144 New
17 18
19
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