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Invesco Preferred ETF
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Overview Fund Activity

470 hedge funds and large institutions have $2.1B invested in Invesco Preferred ETF in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 172 increasing their positions, 158 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
+6
Holders Change %
+1.29%
% of All Funds
7.41%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
54
Increased
172
Reduced
158
Closed
41
Calls
$475K
Puts
$784K
Net Calls
-$309K
Net Calls Change
-$322K

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$57.9M
2
LPL Financial
LPL Financial
California
$148M
3
Bank of America
Bank of America
North Carolina
$614M
4
Wells Fargo
Wells Fargo
California
$161M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$23.4M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$1.77M
2
HNB
Huntington National Bank
Ohio
$27.8M
3
Morgan Stanley
Morgan Stanley
New York
$115M
4
AA
ACT Advisors
North Carolina
$0
5
AF
Allworth Financial
California
$40.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAM
451
Delta Asset Management
Tennessee
$1.82K – – –
WB
452
Webster Bank
Connecticut
$1.47K – – –
VWM
453
Venturi Wealth Management
Texas
$1.42K – – –
BBPWM
454
Blue Bell Private Wealth Management
Pennsylvania
$1.33K +$1.33K +117 New
VNA
455
Valley National Advisers
Pennsylvania
$1K – – –
POIA
456
Pin Oak Investment Advisors
Texas
$1K – – –
WT
457
Whittier Trust
California
$841 – – –
SSB
458
Sandy Spring Bank
Maryland
$819 – – –
IPW
459
Impact Partnership Wealth
Georgia
$796 +$796 +70 New
FMII
460
Farmers & Merchants Investments Inc
Nebraska
$728 – – –
PA
461
PSI Advisors
Florida
$694 – – –
GEA
462
Glen Eagle Advisors
New Jersey
$444 -$8.37K -735 -95%
BC
463
Barrett & Company
Rhode Island
$395 – – –
CFS
464
CGC Financial Services
Oregon
$387 +$387 +34 New
FGAM
465
Financial Gravity Asset Management
Texas
$343 – – –
Fidelity Investments
466
Fidelity Investments
Massachusetts
$318 -$14.5K -1,275 -98%
HCP
467
Hexagon Capital Partners
Arkansas
$262 – – –
Comerica Bank
468
Comerica Bank
Texas
$248 +$248 +67,702 New
PFBT
469
Parkside Financial Bank & Trust
Missouri
$239 – – –
KTC
470
Kistler-Tiffany Companies
Pennsylvania
$160 +$160 +14 New
GI
471
Gradient Investments
Minnesota
$148 -$603 -53 -80%
AA
472
ACT Advisors
North Carolina
– -$14.6M -1,271,028 Closed
MAS
473
Meeder Advisory Services
Ohio
– -$3.13M -272,695 Closed
EC
474
Elequin Capital
New York
– -$2.54M -221,525 Closed
AP
475
Advisors Preferred
Maryland
– -$2.35M -203,160 Closed
17 18
19
20 21