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Invesco Preferred ETF
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Overview Fund Activity

493 hedge funds and large institutions have $2.15B invested in Invesco Preferred ETF in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 128 increasing their positions, 216 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
493
Holders Change
-25
Holders Change %
-4.83%
% of All Funds
8.34%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.22%
New
48
Increased
128
Reduced
216
Closed
68
Calls
$795K
Puts
–
Net Calls
+$795K
Net Calls Change
+$795K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$113M
2
Baird Financial Group
Baird Financial Group
Wisconsin
$11.8M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$16.3M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.49M
5
Principal Financial Group
Principal Financial Group
Iowa
$4.22M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$624M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$47.1M
3
HNB
Huntington National Bank
Ohio
$52.2M
4
Morgan Stanley
Morgan Stanley
New York
$136M
5
First Trust Advisors
First Trust Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWP
501
Innova Wealth Partners
Pennsylvania
– -$1.1M -81,314 Closed
PAS
502
Park Avenue Securities
New York
– -$1.03M -75,520 Closed
IAIM
503
International Assets Investment Management
Florida
– -$921K -67,852 Closed
CAC
504
Certified Advisory Corp
Florida
– -$686K -50,531 Closed
CAG
505
Csenge Advisory Group
Florida
– -$677K -49,898 Closed
LFGH
506
Lee Financial Group Hawaii
Hawaii
– -$670 -49,351 Closed
SB
507
Sunflower Bank
Texas
– -$664K -48,965 Closed
TA
508
TrueWealth Advisors
Alabama
– -$719K -47,905 Closed
TWP
509
Transparent Wealth Partners
Arkansas
– -$633K -46,618 Closed
N
510
Natixis
France
– -$597K -44,017 Closed
IF
511
Intrua Financial
Texas
– -$525K -38,703 Closed
BSW
512
Buckingham Strategic Wealth
Missouri
– -$519K -38,237 Closed
OMC
513
Old Mission Capital
Illinois
– -$459K -33,848 Closed
TSS
514
Two Sigma Securities
New York
– -$409K -30,173 Closed
SIC
515
Sterling Investment Counsel
New York
– -$379K -27,938 Closed
1IA
516
1834 Investment Advisors
Wisconsin
– -$357K -26,300 Closed
MA
517
MBA Advisors
Pennsylvania
– -$322K -23,735 Closed
Citadel Advisors
518
Citadel Advisors
Florida
– -$296K -21,845 Closed
FHA
519
Flagship Harbor Advisors
Massachusetts
– -$294K -21,674 Closed
CPO
520
Cerity Partners OCIO
New York
– -$288K -21,214 Closed
CCM
521
Crabel Capital Management
California
– -$283K -20,833 Closed
Allspring Global Investments
522
Allspring Global Investments
North Carolina
– -$275K -20,300 Closed
ACM
523
Avalon Capital Management
California
– -$218K -17,500 Closed
CL
524
CIM LLC
New York
– -$223K -17,225 Closed
DTL
525
Dynamic Technology Lab
Singapore
– -$232K -17,081 Closed
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