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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.

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

Top Sellers

1
Wells Fargo
Wells Fargo
California
$148M
2
AWA
Arete Wealth Advisors
Illinois
$799M
3
HNB
Huntington National Bank
Ohio
$29.9M
4
AA
Advisory Alpha
Michigan
$2.04M
5
UBS Group
UBS Group
Switzerland
$59M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
476
Comerica Securities
Michigan
$1.48K +$1.48K +132 New
LF
477
Lee Financial
Texas
$1.12K – – –
POIA
478
Pin Oak Investment Advisors
Texas
$1K – – –
WB
479
Webster Bank
Connecticut
$1K – – –
WT
480
Whittier Trust
California
$827 – – –
SSB
481
Sandy Spring Bank
Maryland
$805 -$3.31K -296 -80%
FMII
482
Farmers & Merchants Investments Inc
Nebraska
$716 – – –
PA
483
PSI Advisors
Florida
$682 – – –
GI
484
Gradient Investments
Minnesota
$604 -$98.3K -8,789 -99%
PMFA
485
Plante Moran Financial Advisors
Michigan
$537 +$537 +48 New
GEA
486
Glen Eagle Advisors
New Jersey
$436 – – –
BC
487
Barrett & Company
Rhode Island
$389 – – –
FGAM
488
Financial Gravity Asset Management
Texas
$321 -$1.78K -61 -85%
HCP
489
Hexagon Capital Partners
Arkansas
$257 – – –
PFBT
490
Parkside Financial Bank & Trust
Missouri
$235 – – –
WIM
491
Westside Investment Management
California
$7 – – –
BEC
492
Blue Edge Capital
Virginia
– -$3.74M -314,910 Closed
MAM
493
Meeder Asset Management
Ohio
– -$2.84M -239,052 Closed
PI
494
PFS Investments
Georgia
– -$2.51K -211,037 Closed
PAG
495
Private Advisory Group
Washington
– -$1.35M -113,297 Closed
HFS
496
Horizon Financial Services
North Carolina
– -$1.29M -108,235 Closed
HGERS
497
Householder Group Estate & Retirement Specialist
Arizona
– -$985K -82,975 Closed
HF
498
HRT Financial
New York
– -$975K -82,148 Closed
FIM
499
Freedom Investment Management
Connecticut
– -$908K -76,436 Closed
VPIM
500
Vanguard Personalized Indexing Management
California
– -$751K -63,246 Closed
18 19
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