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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.

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
1
Bank of America
North Carolina
$640M
2
Cohen & Steers
2
Cohen & Steers
New York
$19.5M
3
AF
3
Allworth Financial
California
$46.9M
4
SAMC
4
Spectrum Asset Management (Connecticut)
Connecticut
$25.7M
5
Cerity Partners
5
Cerity Partners
New York
$11.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$148M
2
AWA
2
Arete Wealth Advisors
Illinois
$799M
3
HNB
3
Huntington National Bank
Ohio
$29.9M
4
AA
4
Advisory Alpha
Michigan
$2.04M
5
UBS Group
5
UBS Group
Switzerland
$59M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
51
RFG Advisory
Alabama
$4.04M +$1.46M +116,133 +57%
IWC
52
Integrated Wealth Concepts
Massachusetts
$4.01M +$1.65M +147,726 +70%
AGA
53
Arkos Global Advisors
Texas
$3.79M +$345K +30,822 +10%
CST
54
Charles Schwab Trust
Nevada
$3.77M +$1.97M +175,797 +109%
Truist Financial
55
Truist Financial
North Carolina
$3.71M -$740K -66,146 -17%
OPS
56
Orion Portfolio Solutions
Nebraska
$3.64M +$36.1K +3,228 +1%
FPB
57
First PREMIER Bank
South Dakota
$3.55M -$491K -43,877 -12%
FHB
58
First Hawaiian Bank
Hawaii
$3.41M +$91.5K +8,182 +3%
IA
59
IFP Advisors
Florida
$3.35M -$673K -45,202 -17%
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$3.25M -$1.16M -104,108 -26%
SIS
61
Sound Income Strategies
Florida
$3.17M +$262K +23,478 +9%
SI
62
Stephens Inc
Arkansas
$3.13M +$667K +59,671 +27%
William Blair & Company
63
William Blair & Company
Illinois
$2.96M +$493K +44,059 +20%
DWP
64
Daymark Wealth Partners
Ohio
$2.94M +$2.94M +263,157 New
IRC
65
Investors Research Corp
Georgia
$2.89M +$121K +10,816 +4%
GG
66
Golden Green
South Carolina
$2.85M +$81.6K +7,295 +3%
ONB
67
Old National Bancorp
Indiana
$2.84M -$997K -89,151 -26%
MAS
68
Meeder Advisory Services
Ohio
$2.8M +$2.8M +250,582 New
CCM
69
Compton Capital Management
Rhode Island
$2.78M -$782K -69,914 -22%
HWM
70
Howard Wealth Management
Connecticut
$2.72M -$150K -13,434 -5%
Renaissance Technologies
71
Renaissance Technologies
New York
$2.58M +$2.58M +230,750 New
CAN
72
Cetera Advisor Networks
California
$2.54M +$947K +84,711 +59%
BFS
73
Bard Financial Services
Connecticut
$2.45M +$108K +9,625 +5%
WSTAM
74
Wilbanks Smith & Thomas Asset Management
Virginia
$2.41M +$2.1M +187,750 +679%
SP
75
SWS Partners
Ohio
$2.37M +$182K +16,282 +8%
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