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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 %
MA
501
MCF Advisors
Kentucky
– -$99.6K -8,910 Closed
RFA
502
Resurgent Financial Advisors
Georgia
– -$88.2K -7,893 Closed
PFC
503
Phocas Financial Corp
California
– -$77.5K -6,930 Closed
HT
504
Headlands Technologies
Illinois
– -$76K -6,762 Closed
MS
505
Madden Securities
Texas
– -$59.3K -5,300 Closed
ZIG
506
Zullo Investment Group
Pennsylvania
– -$45.9K -4,108 Closed
AWM
507
Accurate Wealth Management
Florida
– -$30.5K -2,544 Closed
LFA
508
LGT Financial Advisors
Texas
– -$27.2K -2,434 Closed
EE
509
EWG Elevate
California
– -$27.1K -2,423 Closed
PP
510
PrairieView Partners
Minnesota
– -$24K -2,205 Closed
TIM
511
Tortoise Investment Management
New York
– -$23.4K -2,089 Closed
WWM
512
Wagner Wealth Management
South Carolina
– -$22.1K -1,980 Closed
RBC
513
Romano Brothers & Co
Illinois
– -$21.2K -1,900 Closed
AF
514
Affiance Financial
Minnesota
– -$12.2K -1,088 Closed
FCA
515
Fortis Capital Advisors
Kansas
– -$11.2K -1,000 Closed
AAMA
516
Advanced Asset Management Advisors
Ohio
– -$10.2K -913 Closed
WOSD
517
WFA of San Diego
California
– -$8.94K -800 Closed
LS
518
Leelyn Smith
Illinois
– -$8.67K -775 Closed
RIA
519
Realta Investment Advisors
Delaware
– -$8.31K -743 Closed
CAS
520
Coppell Advisory Solutions
Texas
– -$7.54K -674 Closed
CASC
521
Coppell Advisory Solutions Corp
Texas
– -$7.54K -674 Closed
NHT
522
New Hampshire Trust
New Hampshire
– -$7.36K -658 Closed
MSCM
523
McElhenny Sheffield Capital Management
Texas
– -$7.27K -650 Closed
FCMT
524
Founders Capital Management (Texas)
Texas
– -$6K -520 Closed
AIM
525
Anchor Investment Management
South Carolina
– -$2.8K -250 Closed
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