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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 %
NDSI
526
Newman Dignan & Sheerar Inc
Rhode Island
– -$217 -16,016 Closed
DFA
527
DHJJ Financial Advisors
Illinois
– -$215K -15,945 Closed
MAM
528
Marquette Asset Management
Minnesota
– -$213K -15,675 Closed
CIBC World Market
529
CIBC World Market
Ontario, Canada
– -$213K -15,661 Closed
AWM
530
Axxcess Wealth Management
California
– -$201K -14,832 Closed
CWS
531
Confluence Wealth Services
Pennsylvania
– -$194K -14,298 Closed
FA
532
Fermata Advisors
California
– -$190K -13,996 Closed
BFAG
533
Blackston Financial Advisory Group
Florida
– -$210K -13,988 Closed
DP
534
Dearborn Partners
Illinois
– -$189K -13,895 Closed
CAL
535
Capital Advisors Ltd
Ohio
– -$178K -13,108 Closed
BP
536
BBR Partners
New York
– -$176K -13,000 Closed
LWM
537
Ledge Wealth Management
Minnesota
– -$175K -12,908 Closed
OPWM
538
Oxinas Partners Wealth Management
Indiana
– -$154K -11,341 Closed
PSIWM
539
Paradigm Strategies in Wealth Management
Minnesota
– -$147K -10,810 Closed
C
540
CEDRUS
Colorado
– -$138K -10,140 Closed
WLPWM
541
Walled Lake Planning & Wealth Management
Illinois
– -$137K -10,125 Closed
FAG
542
Fortitude Advisory Group
Washington
– -$127K -9,329 Closed
BAM
543
Belpointe Asset Management
Nevada
– -$120K -8,884 Closed
SC
544
Seldon Capital
California
– -$115K -8,500 Closed
CC
545
Commons Capital
Massachusetts
– -$88K -6,489 Closed
T
546
TCWP
Ohio
– -$67K -4,984 Closed
HA
547
Herold Advisors
New York
– -$18K -1,328 Closed
ACA
548
Atlas Capital Advisors
Wyoming
– -$16.6K -1,221 Closed
RIM
549
Rockbridge Investment Management
New York
– -$14.9K -1,108 Closed
FFWM
550
Future Financial Wealth Management
Ohio
– -$14K -1,000 Closed
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