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Invesco Preferred ETF
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Overview Fund Activity

535 hedge funds and large institutions have $3.36B invested in Invesco Preferred ETF in 2021 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 187 increasing their positions, 167 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+33
Holders Change %
+6.57%
% of All Funds
8.26%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.23%
New
94
Increased
187
Reduced
167
Closed
55
Calls
$732K
Puts
–
Net Calls
+$732K
Net Calls Change
+$732K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$886M
2
DHFB
Dixon Hubard Feinour & Brown
Virginia
$11.5M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$77.6M
4
Ameriprise
Ameriprise
Minnesota
$144M
5
William Blair & Company
William Blair & Company
Illinois
$11.2M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
$0
2
HNB
Huntington National Bank
Ohio
$122M
3
HI
Harbour Investments
Wisconsin
$399K
4
PI
PFS Investments
Georgia
$14.8M
5
HI
Horizon Investments
North Carolina
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
APW
551
Aurora Private Wealth
New Jersey
– -$376K -25,004 Closed
KFC
552
Klingenstein Fields & Co
New York
– -$331K -22,000 Closed
5L
553
55I LLC
Massachusetts
– -$321K -21,332 Closed
GCA
554
Greenwood Capital Associates
South Carolina
– -$290K -19,291 Closed
GA
555
Greytown Advisors
Florida
– -$248K -16,500 Closed
TFA
556
Trinity Financial Advisors
Ohio
– -$199K -13,250 Closed
BAM
557
Barrett Asset Management
New York
– -$197K -13,091 Closed
TP
558
Tranquility Partners
Tennessee
– -$183K -12,174 Closed
CCA
559
Conestoga Capital Advisors
Pennsylvania
– -$171K -11,350 Closed
EFS
560
Essex Financial Services
Connecticut
– -$170K -11,330 Closed
HW
561
Hedeker Wealth
Illinois
– -$167K -11,164 Closed
MA
562
MCF Advisors
Kentucky
– -$159K -10,586 Closed
Verition Fund Management
563
Verition Fund Management
Connecticut
– -$156K -10,400 Closed
FAIM
564
Financial Advocates Investment Management
Washington
– -$151K -10,044 Closed
BCWM
565
Bartlett & Co Wealth Management
Ohio
– -$117K -7,780 Closed
BC
566
Bartlett & Co
Ohio
– -$117K -7,780 Closed
JPLA
567
Joseph P. Lucia & Associates
New York
– -$83K -5,505 Closed
JCM
568
Jacobi Capital Management
Pennsylvania
– -$74K -4,916 Closed
AWA
569
Arkadios Wealth Advisors
Georgia
– -$66K -4,438 Closed
RCA
570
Ranch Capital Advisors
Florida
– -$54K -3,580 Closed
AAM
571
Advisors Asset Management
Colorado
– -$52K -3,491 Closed
SFP
572
Sterling Financial Planning
New Jersey
– -$38K -2,502 Closed
Jones Financial Companies
573
Jones Financial Companies
Missouri
– -$37K -2,485 Closed
ETI
574
Enterprise Trust & Investment
California
– -$36K -2,400 Closed
IF
575
Ironwood Financial
Arizona
– -$36K -2,380 Closed
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