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Invesco Preferred ETF
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Overview Fund Activity

464 hedge funds and large institutions have $2B invested in Invesco Preferred ETF in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 145 increasing their positions, 191 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
-27
Holders Change %
-5.5%
% of All Funds
7.43%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
46
Increased
145
Reduced
191
Closed
66
Calls
$835K
Puts
$822K
Net Calls
+$13K
Net Calls Change
-$148K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$105M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$48.4M
3
Ameriprise
3
Ameriprise
Minnesota
$139M
4
AA
4
ACT Advisors
North Carolina
$14.6M
5
SA
5
Stonebridge Advisors
Connecticut
$12.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$601M
2
HNB
2
Huntington National Bank
Ohio
$29.1M
3
Cohen & Steers
3
Cohen & Steers
New York
$28K
4
Principal Financial Group
4
Principal Financial Group
Iowa
$1.99M
5
PA
5
Parkside Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DAM
451
Delta Asset Management
Tennessee
$1.84K – – –
WB
452
Webster Bank
Connecticut
$1.48K – – –
VWM
453
Venturi Wealth Management
Texas
$1.43K +$1.43K +124 New
CBT
454
Central Bank & Trust
Kentucky
$1.42K +$1.42K +124 New
POIA
455
Pin Oak Investment Advisors
Texas
$1K – – –
WT
456
Whittier Trust
California
$849 – – –
SSB
457
Sandy Spring Bank
Maryland
$827 – – –
GI
458
Gradient Investments
Minnesota
$758 +$138 +12 +22%
FMII
459
Farmers & Merchants Investments Inc
Nebraska
$735 – – –
PA
460
PSI Advisors
Florida
$700 – – –
BC
461
Barrett & Company
Rhode Island
$399 – – –
HCP
462
Hexagon Capital Partners
Arkansas
$264 – – –
PFBT
463
Parkside Financial Bank & Trust
Missouri
$242 – – –
PA
464
Parkside Advisors
California
– -$9.79M -875,628 Closed
Renaissance Technologies
465
Renaissance Technologies
New York
– -$2.58M -230,750 Closed
OPOWM
466
One Plus One Wealth Management
Florida
– -$1.94M -190,107 Closed
IWA
467
IBEX Wealth Advisors
New Jersey
– -$1.57M -140,083 Closed
HFM
468
Hartford Financial Management
Connecticut
– -$1.17M -104,731 Closed
JE
469
JMAC Enterprises
Pennsylvania
– -$894K -79,923 Closed
MFG
470
Merit Financial Group
Georgia
– -$865K -77,386 Closed
JAG
471
Journey Advisory Group
Kentucky
– -$716K -64,040 Closed
CSIA
472
Charles Schwab Investment Advisory
California
– -$677K -60,590 Closed
Wolverine Trading
473
Wolverine Trading
Illinois
– -$639K -57,196 Closed
OMC
474
Old Mission Capital
Illinois
– -$562K -50,307 Closed
TAM
475
Tocqueville Asset Management
New York
– -$436K -39,000 Closed
17 18
19
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