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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.

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

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$1.77M
2
HNB
Huntington National Bank
Ohio
$27.8M
3
Morgan Stanley
Morgan Stanley
New York
$115M
4
AA
ACT Advisors
North Carolina
$0
5
AF
Allworth Financial
California
$40.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HF
476
HRT Financial
New York
– -$1.88M -164,114 Closed
PCWA
477
Pacific Capital Wealth Advisors
California
– -$1.8M -157,127 Closed
BPA
478
Beacon Pointe Advisors
California
– -$1.51M -131,411 Closed
BCM
479
BlueCrest Capital Management
Jersey
– -$1.45M -126,588 Closed
BDWCC
480
B&D White Capital Company
Texas
– -$1.14M -99,120 Closed
SW
481
SVB Wealth
Massachusetts
– -$1.02M -89,036 Closed
AAS
482
Ameritas Advisory Services
Nebraska
– -$616K -52,851 Closed
Manulife (Manufacturers Life Insurance)
483
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$507K -44,172 Closed
PA
484
Perennial Advisors
New York
– -$389K -33,850 Closed
CIBC World Market
485
CIBC World Market
Ontario, Canada
– -$352K -30,630 Closed
1WM
486
1900 Wealth Management
Texas
– -$313K -27,982 Closed
WAP
487
Wealthcare Advisory Partners
Pennsylvania
– -$319K -27,755 Closed
BAM
488
Belpointe Asset Management
Nevada
– -$312K -27,187 Closed
LPAM
489
Lodestar Private Asset Management
California
– -$212K -18,500 Closed
PA
490
PFG Advisors
Arizona
– -$212K -18,455 Closed
PWA
491
Providence Wealth Advisors
Illinois
– -$189K -16,162 Closed
SFP
492
Sandbox Financial Partners
Maryland
– -$181K -15,771 Closed
MGIA
493
Matthew Goff Investment Advisor
Texas
– -$155K -13,460 Closed
MG
494
Mather Group
Illinois
– -$154K -13,399 Closed
SEM
495
Suncoast Equity Management
Florida
– -$146K -12,695 Closed
WS
496
Wedbush Securities
California
– -$141K -12,259 Closed
CAG
497
Curtis Advisory Group
California
– -$141K -12,250 Closed
SOS
498
Silver Oak Securities
Tennessee
– -$133K -11,600 Closed
AFG
499
Alterity Financial Group
Maine
– -$132K -11,518 Closed
MAM
500
Meeder Asset Management
Ohio
– -$126K -10,961 Closed
17 18 19
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