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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.

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 %
LOIP
51
Live Oak Investment Partners
Texas
$3.47M -$1.84M – –
GG
52
Golden Green
South Carolina
$3.45M +$523K +45,558 +18%
SIS
53
Sound Income Strategies
Florida
$3.43M +$174K +15,185 +5%
OPS
54
Orion Portfolio Solutions
Nebraska
$3.37M -$361K -31,445 -10%
BCI
55
Brinker Capital Investments
Pennsylvania
$3.37M +$3.37M +293,865 New
CST
56
Charles Schwab Trust
Nevada
$3.26M -$613K -53,430 -16%
FHB
57
First Hawaiian Bank
Hawaii
$3.26M -$240K -20,910 -7%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$3.22M -$117K -10,171 -3%
GFS
59
GYL Financial Synergies
Connecticut
$3.21M -$3.35M -291,661 -51%
AWM
60
AE Wealth Management
Kansas
$3.17M +$2.5M +217,426 +369%
IRC
61
Investors Research Corp
Georgia
$3.14M +$175K +15,231 +6%
MAS
62
Meeder Advisory Services
Ohio
$3.13M +$254K +22,113 +9%
SI
63
Stephens Inc
Arkansas
$3.08M -$134K -11,663 -4%
DWP
64
Daymark Wealth Partners
Ohio
$3.02M -$5.79K -504 -0.2%
IA
65
IFP Advisors
Florida
$2.79M -$476K -32,794 -15%
ONB
66
Old National Bancorp
Indiana
$2.72M -$195K -16,993 -7%
William Blair & Company
67
William Blair & Company
Illinois
$2.68M -$363K -31,578 -12%
HWM
68
Howard Wealth Management
Connecticut
$2.63M -$165K -14,368 -6%
HSA
69
HBK Sorce Advisory
Pennsylvania
$2.56M -$2.97M -258,749 -54%
EC
70
Elequin Capital
New York
$2.54M +$2.54M +221,525 New
PC
71
Prairiewood Capital
North Dakota
$2.48M +$421K +36,711 +21%
CIBC Private Wealth Group
72
CIBC Private Wealth Group
Georgia
$2.45M -$100K -8,181 -4%
SP
73
SWS Partners
Ohio
$2.35M -$82K -7,140 -3%
AP
74
Advisors Preferred
Maryland
$2.35M +$2.35M +203,160 New
SPIA
75
Steward Partners Investment Advisory
New York
$2.34M +$66.5K +5,794 +3%
1 2
3
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