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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 %
CAN
501
Claraphi Advisory Network
United States
– -$489K -41,163 Closed
ASFA
502
All Season Financial Advisors
Colorado
– -$483K -40,644 Closed
CT
503
Coastline Trust
Rhode Island
– -$459K -38,675 Closed
OIA
504
OneDigital Investment Advisors
Kansas
– -$360K -30,295 Closed
CWA
505
Capital Wealth Alliance
Arizona
– -$339K -28,608 Closed
WAG
506
Winthrop Advisory Group
Massachusetts
– -$280K -23,550 Closed
GPA
507
Guidance Point Advisors
Massachusetts
– -$274K -23,075 Closed
IWP
508
Insight Wealth Partners
Texas
– -$265K -22,278 Closed
CAG
509
Csenge Advisory Group
Florida
– -$264K -22,222 Closed
FA
510
Flagstar Advisors
New York
– -$255K -21,474 Closed
KA
511
Kovack Advisors
Florida
– -$253K -21,283 Closed
GAA
512
Global Assets Advisory
Florida
– -$237K -21,090 Closed
TP
513
Tranquility Partners
Tennessee
– -$240K -20,178 Closed
DTL
514
Dynamic Technology Lab
Singapore
– -$225K -18,944 Closed
SC
515
Scotia Capital
Ontario, Canada
– -$215K -18,083 Closed
LFG
516
Lockerman Financial Group
California
– -$213K -17,940 Closed
VVP
517
Venture Visionary Partners
Ohio
– -$198K -16,728 Closed
Neuberger Berman Group
518
Neuberger Berman Group
New York
– -$198K -16,683 Closed
EIP
519
Ellis Investment Partners
Pennsylvania
– -$198K -16,670 Closed
MA
520
MUFG Americas
New York
– -$195K -16,393 Closed
FI
521
Financial Insights
Washington
– -$163K -13,750 Closed
RRWA
522
Rainey & Randall Wealth Advisors
Florida
– -$161K -13,586 Closed
GHA
523
GW Henssler & Associates
Georgia
– -$157K -13,200 Closed
LI
524
LMCG Investments
Massachusetts
– -$153K -12,868 Closed
QCIG
525
Quad-Cities Investment Group
Iowa
– -$152K -12,813 Closed
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