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Invesco Preferred ETF
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Overview Fund Activity

535 hedge funds and large institutions have $3.36B invested in Invesco Preferred ETF in 2021 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 187 increasing their positions, 167 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+33
Holders Change %
+6.57%
% of All Funds
8.26%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.23%
New
94
Increased
187
Reduced
167
Closed
55
Calls
$732K
Puts
–
Net Calls
+$732K
Net Calls Change
+$732K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$886M
2
DHFB
2
Dixon Hubard Feinour & Brown
Virginia
$11.5M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$77.6M
4
Ameriprise
4
Ameriprise
Minnesota
$144M
5
William Blair & Company
5
William Blair & Company
Illinois
$11.2M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$0
2
HNB
2
Huntington National Bank
Ohio
$122M
3
HI
3
Harbour Investments
Wisconsin
$399K
4
PI
4
PFS Investments
Georgia
$14.8M
5
HI
5
Horizon Investments
North Carolina
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$12.8M -$357K -23,823 -3%
PAG
27
Private Advisor Group
New Jersey
$12.7M +$1.38M +92,286 +12%
PA
28
Parkside Advisors
California
$12.7M +$188K +12,544 +2%
CA
29
Crewe Advisors
Utah
$12.1M -$259K -17,254 -2%
ONB
30
Old National Bancorp
Indiana
$12M +$951K +63,416 +9%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$11.8M +$79.3K +5,288 +0.7%
KAS
32
Kestra Advisory Services
Texas
$11.7M -$1.01M -67,182 -8%
DHFB
33
Dixon Hubard Feinour & Brown
Virginia
$11.5M +$11.5M +768,371 New
CCA
34
Checchi Capital Advisers
California
$11.3M +$2.04M +135,826 +22%
FNBTCON
35
First National Bank & Trust Co of Newtown
Pennsylvania
$11.3M +$1.35M +90,234 +14%
William Blair & Company
36
William Blair & Company
Illinois
$11.2M +$8.01M +534,241 +253%
Lido Advisors
37
Lido Advisors
California
$11.1M +$1.56M +103,966 +16%
PT
38
Plimoth Trust
Massachusetts
$11M +$87K +5,801 +0.8%
RJA
39
Raymond James & Associates
Florida
$10.5M +$11.2K +749 +0.1%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$10.5M -$295K -19,659 -3%
BMM
41
Buffington Mohr McNeal
Idaho
$9.97M -$56.9K -3,792 -0.6%
IA
42
IFP Advisors
Florida
$9.69M +$425K +28,230 +5%
AWM
43
AE Wealth Management
Kansas
$9.35M +$934K +62,291 +11%
ML
44
McAdam LLC
Pennsylvania
$8.93M +$426K +28,426 +5%
TC
45
Tatro Capital
Kentucky
$8.83M +$374K +24,902 +4%
PJSIMP
46
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.81M +$1.23M +85,501 +16%
WSTAM
47
Wilbanks Smith & Thomas Asset Management
Virginia
$8.41M +$1.83M +121,695 +28%
Truist Financial
48
Truist Financial
North Carolina
$8.41M +$113K +7,504 +1%
TYCC
49
Texas Yale Capital Corp
Florida
$8.12M -$150K -10,000 -2%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$8.12M -$865K -57,679 -10%
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