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Invesco Preferred ETF
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Overview Fund Activity

464 hedge funds and large institutions have $2B invested in Invesco Preferred ETF in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 145 increasing their positions, 191 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
-27
Holders Change %
-5.5%
% of All Funds
7.43%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
46
Increased
145
Reduced
191
Closed
66
Calls
$835K
Puts
$822K
Net Calls
+$13K
Net Calls Change
-$148K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$105M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$48.4M
3
Ameriprise
3
Ameriprise
Minnesota
$139M
4
AA
4
ACT Advisors
North Carolina
$14.6M
5
SA
5
Stonebridge Advisors
Connecticut
$12.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$601M
2
HNB
2
Huntington National Bank
Ohio
$29.1M
3
Cohen & Steers
3
Cohen & Steers
New York
$28K
4
Principal Financial Group
4
Principal Financial Group
Iowa
$1.99M
5
PA
5
Parkside Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
476
Tempus Wealth Planning
California
– -$352K -31,475 Closed
SFG
477
Sage Financial Group
Pennsylvania
– -$285K -25,500 Closed
Deutsche Bank
478
Deutsche Bank
Germany
– -$280K -25,000 Closed
CCG
479
Chatham Capital Group
Georgia
– -$280K -25,000 Closed
EWM
480
Executive Wealth Management
Michigan
– -$273K -24,410 Closed
CSPAM
481
Cary Street Partners Asset Management
Virginia
– -$224K -20,000 Closed
PAS
482
Park Avenue Securities
New York
– -$206K -18,453 Closed
AWM
483
Activest Wealth Management
Florida
– -$200K -17,920 Closed
Bank of New York Mellon
484
Bank of New York Mellon
New York
– -$179K -15,994 Closed
EPWM
485
Essex Private Wealth Management
Massachusetts
– -$174K -15,555 Closed
PPP
486
Private Portfolio Partners
New Jersey
– -$164K -14,706 Closed
VIA
487
Vickerman Investment Advisors
Washington
– -$160K -14,295 Closed
CFG
488
Carr Financial Group
Massachusetts
– -$153K -13,698 Closed
PCM
489
Prelude Capital Management
New York
– -$143K -12,750 Closed
Mirae Asset Global Investments
490
Mirae Asset Global Investments
South Korea
– -$142K -12,740 Closed
OFG
491
Orcam Financial Group
California
– -$140K -12,500 Closed
ISWM
492
Independent Solutions Wealth Management
New York
– -$138K -12,350 Closed
FCA
493
FLC Capital Advisors
California
– -$133K -11,909 Closed
AWA
494
Arkadios Wealth Advisors
Georgia
– -$130K -11,623 Closed
CCFM
495
Clear Creek Financial Management
Washington
– -$127K -11,330 Closed
SC
496
Sepio Capital
Utah
– -$124K -11,058 Closed
PCIA
497
Prime Capital Investment Advisors
Kansas
– -$122K -10,936 Closed
OBWG
498
Onyx Bridge Wealth Group
New York
– -$121K -10,183 Closed
SL
499
Sentinus LLC
Illinois
– -$112K -10,001 Closed
GM
500
GeoWealth Management
Illinois
– -$103K -9,299 Closed
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