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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.

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

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$148M
2
AWA
2
Arete Wealth Advisors
Illinois
$799M
3
HNB
3
Huntington National Bank
Ohio
$29.9M
4
AA
4
Advisory Alpha
Michigan
$2.04M
5
UBS Group
5
UBS Group
Switzerland
$59M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
26
Cerity Partners
New York
$11.7M +$11.7M +1,047,554 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$11.1M +$428K +38,296 +4%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$10.8M -$682K -61,020 -6%
Jane Street
29
Jane Street
New York
$10.6M +$7.14M +638,327 +207%
Creative Planning
30
Creative Planning
Kansas
$10.3M +$362K +32,370 +4%
PA
31
Parkside Advisors
California
$9.79M -$672K -60,077 -6%
KIA
32
KCM Investment Advisors
California
$9.74M -$643K -57,468 -6%
ML
33
McAdam LLC
Pennsylvania
$8.93M +$746K +49,736 +9%
CCA
34
Checchi Capital Advisers
California
$8.58M +$4.25M +380,278 +98%
APP
35
Avantax Planning Partners
Iowa
$8.03M +$1.87M +167,663 +30%
FNBTCON
36
First National Bank & Trust Co of Newtown
Pennsylvania
$7.98M -$14.3K -1,280 -0.2%
PT
37
Plimoth Trust
Massachusetts
$7.49M -$231K -20,656 -3%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$7.35M -$3.29M -294,429 -31%
CA
39
Crewe Advisors
Utah
$7.01M -$248K -22,149 -3%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$7M +$194K +17,330 +3%
GFS
41
GYL Financial Synergies
Connecticut
$6.39M +$4.21M +376,980 +194%
Lido Advisors
42
Lido Advisors
California
$5.97M -$2.52M -225,675 -30%
HSA
43
HBK Sorce Advisory
Pennsylvania
$5.39M +$2.7M +241,802 +101%
JF
44
Joule Financial
Kentucky
$5.25M -$2.32M -207,690 -31%
TPW
45
Transatlantique Private Wealth
New York
$5.21M +$1.72M +55,538 +49%
RCA
46
Reitz Capital Advisors
Michigan
$5.16M -$45.6K -4,075 -0.9%
KAS
47
Kestra Advisory Services
Texas
$4.62M +$123K +10,984 +3%
Stifel Financial
48
Stifel Financial
Missouri
$4.46M -$402K -35,987 -8%
TF
49
Tompkins Financial
New York
$4.38M -$133K -11,869 -3%
RJA
50
Raymond James & Associates
Florida
$4.1M -$439K -39,302 -10%
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