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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.

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

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$1.77M
2
HNB
2
Huntington National Bank
Ohio
$27.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$115M
4
AA
4
ACT Advisors
North Carolina
$0
5
AF
5
Allworth Financial
California
$40.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AGA
26
Arkos Global Advisors
Texas
$10.4M +$4.77M +419,165 +85%
PAG
27
Private Advisor Group
New Jersey
$10.4M +$5.07M +445,968 +96%
Creative Planning
28
Creative Planning
Kansas
$10.3M -$82.9K -7,289 -0.8%
CCA
29
Checchi Capital Advisers
California
$9.51M +$1.19M +104,565 +14%
IWC
30
Integrated Wealth Concepts
Massachusetts
$8.78M +$2.06M +181,039 +31%
Prudential Financial
31
Prudential Financial
New Jersey
$8.72M -$797K -70,113 -8%
RJA
32
Raymond James & Associates
Florida
$8.48M +$4.38M +384,834 +107%
Cohen & Steers
33
Cohen & Steers
New York
$7.86M +$7.83M +688,918 +28,574%
MML Investors Services
34
MML Investors Services
Massachusetts
$7.8M -$6.81M -598,801 -47%
FNBTCON
35
First National Bank & Trust Co of Newtown
Pennsylvania
$7.77M -$168K -14,760 -2%
KIA
36
KCM Investment Advisors
California
$7.45M -$869K -76,411 -10%
ML
37
McAdam LLC
Pennsylvania
$7.21M +$1.23M +108,096 +21%
PT
38
Plimoth Trust
Massachusetts
$6.77M -$202K -17,760 -3%
Truist Financial
39
Truist Financial
North Carolina
$6.66M +$1.98M +173,727 +42%
TCPWM
40
Traverso Chambers Private Wealth Management
California
$6.32M +$5.3M +466,071 +521%
GWAG
41
Garrett Wealth Advisory Group
Texas
$6.2M +$6.2M +544,896 New
Lido Advisors
42
Lido Advisors
California
$5.83M -$429K -37,774 -7%
KAS
43
Kestra Advisory Services
Texas
$5.14M +$654K +57,542 +15%
CTWM
44
Cherry Tree Wealth Management
Minnesota
$4.89M +$4.89M +430,016 New
Stifel Financial
45
Stifel Financial
Missouri
$4.56M -$38.8K -3,413 -0.8%
RA
46
RFG Advisory
Alabama
$4.09M +$102K +8,964 +3%
DLCIG
47
D.L. Carlson Investment Group
New Hampshire
$4.01M +$4.01M +352,650 New
Cerity Partners
48
Cerity Partners
New York
$3.96M -$258K -22,678 -6%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$3.91M -$207K -18,175 -5%
FPB
50
First PREMIER Bank
South Dakota
$3.78M +$140K +12,310 +4%
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