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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.

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

Top Sellers

1
HNB
Huntington National Bank
Ohio
$24.3M
2
Ameriprise
Ameriprise
Minnesota
$125M
3
Cohen & Steers
Cohen & Steers
New York
$7K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$16.9M
5
Morgan Stanley
Morgan Stanley
New York
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
SP
476
SWS Partners
Ohio
– -$2.32M -204,340 Closed
BFS
477
Bard Financial Services
Connecticut
– -$1.77M -155,375 Closed
Renaissance Technologies
478
Renaissance Technologies
New York
– -$1.62M -142,852 Closed
RCA
479
Reitz Capital Advisors
Michigan
– -$1.19M -104,850 Closed
CWM
480
Cornerstone Wealth Management
Missouri
– -$1.01M -88,665 Closed
EWMCB
481
EisnerAmper Wealth Management Corporate Benefits
New Jersey
– -$762K -67,007 Closed
CCM
482
Crew Capital Management
Ohio
– -$478K -42,026 Closed
SCA
483
Snowden Capital Advisors
New York
– -$448K -39,359 Closed
PPW
484
Pasadena Private Wealth
California
– -$377K -33,171 Closed
WA
485
Win Advisors
Florida
– -$276K -30,848 Closed
FNBT
486
FineMark National Bank & Trust
Florida
– -$260K -22,859 Closed
MP
487
McDonald Partners
Ohio
– -$237K -20,825 Closed
AFG
488
ABLE Financial Group
Arizona
– -$215K -18,946 Closed
CCM
489
Crabel Capital Management
California
– -$212K -18,617 Closed
WC
490
Waterloo Capital
Texas
– -$210K -18,474 Closed
LCM
491
LCM Capital Management
Illinois
– -$204K -17,900 Closed
FIA
492
Foundations Investment Advisors
Arizona
– -$174K -15,323 Closed
VWA
493
V Wealth Advisors
Kansas
– -$171K -15,022 Closed
CSIA
494
Charles Schwab Investment Advisory
California
– -$168K -14,764 Closed
FUBT
495
First United Bank & Trust
Maryland
– -$159K -13,964 Closed
SF
496
Synovus Financial
Georgia
– -$128K -11,262 Closed
Bank of New York Mellon
497
Bank of New York Mellon
New York
– -$126K -11,113 Closed
CCA
498
Clearwater Capital Advisors
Illinois
– -$121K -10,660 Closed
PWP
499
Principle Wealth Partners
Connecticut
– -$120K -10,550 Closed
FA
500
Fiduciary Alliance
South Carolina
– -$64.4K -5,662 Closed
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