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Invesco Preferred ETF
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Overview Fund Activity

472 hedge funds and large institutions have $2.09B invested in Invesco Preferred ETF in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 168 increasing their positions, 173 reducing their positions, and 35 closing their positions.

Holders
472
Holders Change
+2
Holders Change %
+0.43%
% of All Funds
7.53%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
45
Increased
168
Reduced
173
Closed
35
Calls
$1.51M
Puts
$287K
Net Calls
+$1.22M
Net Calls Change
+$1.53M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$645M
2
LPL Financial
2
LPL Financial
California
$160M
3
Wells Fargo
3
Wells Fargo
California
$169M
4
GBWM
4
Granite Bay Wealth Management
New Hampshire
$10.2M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$30M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$24.3M
2
Ameriprise
2
Ameriprise
Minnesota
$125M
3
Cohen & Steers
3
Cohen & Steers
New York
$7K
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$16.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
26
Checchi Capital Advisers
California
$10.6M +$1.43M +130,751 +16%
PAG
27
Private Advisor Group
New Jersey
$10.2M +$232K +21,231 +2%
GBWM
28
Granite Bay Wealth Management
New Hampshire
$10.2M +$10M +895,546 +6,147%
AGA
29
Arkos Global Advisors
Texas
$9.85M -$173K -15,784 -2%
Creative Planning
30
Creative Planning
Kansas
$9.7M -$233K -21,287 -2%
CFSG
31
Community Financial Services Group
Vermont
$9.44M +$9.44M +862,181 New
Prudential Financial
32
Prudential Financial
New Jersey
$9.12M +$724K +66,083 +9%
RJA
33
Raymond James & Associates
Florida
$8.12M -$45.5K -4,153 -0.6%
FNBTCON
34
First National Bank & Trust Co of Newtown
Pennsylvania
$7.41M -$74.4K -6,798 -1%
ML
35
McAdam LLC
Pennsylvania
$6.9M -$42.9K -3,919 -0.6%
MML Investors Services
36
MML Investors Services
Massachusetts
$6.7M -$806K -73,625 -11%
IWC
37
Integrated Wealth Concepts
Massachusetts
$6.53M -$1.92M -175,782 -23%
Truist Financial
38
Truist Financial
North Carolina
$6.52M +$103K +9,387 +2%
KIA
39
KCM Investment Advisors
California
$6.34M -$836K -76,374 -12%
PT
40
Plimoth Trust
Massachusetts
$6.31M -$209K -19,090 -3%
GWAG
41
Garrett Wealth Advisory Group
Texas
$6.26M +$291K +26,614 +5%
TCPWM
42
Traverso Chambers Private Wealth Management
California
$6.18M +$95.2K +8,698 +2%
HWP
43
Hibernia Wealth Partners
Louisiana
$5.47M +$5.47M +499,090 New
Lido Advisors
44
Lido Advisors
California
$5.26M -$357K -32,611 -6%
KAS
45
Kestra Advisory Services
Texas
$5.05M +$102K +9,276 +2%
CTWM
46
Cherry Tree Wealth Management
Minnesota
$5M +$296K +27,003 +6%
Stifel Financial
47
Stifel Financial
Missouri
$4.5M +$108K +9,825 +2%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$4.39M +$3.32M +303,462 +312%
RA
49
RFG Advisory
Alabama
$4.29M +$347K +31,682 +9%
DLCIG
50
D.L. Carlson Investment Group
New Hampshire
$4.06M +$198K +18,101 +5%
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