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Invesco Preferred ETF
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Overview Fund Activity

470 hedge funds and large institutions have $2.1B invested in Invesco Preferred ETF in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 172 increasing their positions, 158 reducing their positions, and 41 closing their positions.

Holders
470
Holders Change
+6
Holders Change %
+1.29%
% of All Funds
7.41%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
54
Increased
172
Reduced
158
Closed
41
Calls
$475K
Puts
$784K
Net Calls
-$309K
Net Calls Change
-$322K

Top Buyers

1
Bessemer Group
1
Bessemer Group
New Jersey
$57.9M
2
LPL Financial
2
LPL Financial
California
$148M
3
Bank of America
3
Bank of America
North Carolina
$614M
4
Wells Fargo
4
Wells Fargo
California
$161M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$23.4M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$1.77M
2
HNB
2
Huntington National Bank
Ohio
$27.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$115M
4
AA
4
ACT Advisors
North Carolina
$0
5
AF
5
Allworth Financial
California
$40.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
51
Cetera Advisor Networks
California
$3.78M -$720K -63,365 -16%
LOIP
52
Live Oak Investment Partners
Texas
$3.62M -$3.47M – –
SIS
53
Sound Income Strategies
Florida
$3.6M +$205K +18,026 +6%
LFPWM
54
Leicht Financial Planning & Wealth Management
New Jersey
$3.49M +$3.49M +306,977 New
GG
55
Golden Green
South Carolina
$3.4M -$23.8K -2,089 -0.7%
FHB
56
First Hawaiian Bank
Hawaii
$3.38M +$149K +13,140 +5%
AI
57
Atria Investments
North Carolina
$3.29M +$1.77M +155,988 +117%
IRC
58
Investors Research Corp
Georgia
$3.24M +$134K +11,829 +4%
William Blair & Company
59
William Blair & Company
Illinois
$3.14M +$488K +42,924 +18%
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$3.02M -$172K -15,162 -5%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$2.98M +$1.82M +160,339 +156%
PC
62
Prairiewood Capital
North Dakota
$2.86M +$408K +35,919 +17%
SI
63
Stephens Inc
Arkansas
$2.81M -$234K -20,609 -8%
MFG
64
Merit Financial Group
Georgia
$2.79M +$2.79M +245,194 New
DWP
65
Daymark Wealth Partners
Ohio
$2.75M -$232K -20,414 -8%
GFS
66
GYL Financial Synergies
Connecticut
$2.74M -$440K -38,656 -14%
OPS
67
Orion Portfolio Solutions
Nebraska
$2.66M -$685K -60,266 -21%
BCI
68
Brinker Capital Investments
Pennsylvania
$2.66M -$685K -60,266 -21%
BFC
69
Blue Fin Capital
Rhode Island
$2.61M +$1.9M +167,246 +269%
GWM
70
Geneos Wealth Management
Colorado
$2.55M +$351K +30,858 +16%
IAN
71
Integrated Advisors Network
Texas
$2.55M +$2.55M +223,842 New
AWM
72
AE Wealth Management
Kansas
$2.49M -$654K -57,494 -21%
Jane Street
73
Jane Street
New York
$2.48M -$5.74M -505,259 -70%
HSA
74
HBK Sorce Advisory
Pennsylvania
$2.47M -$66.3K -5,829 -3%
ORC
75
O'Rourke & Company
Massachusetts
$2.45M +$284K +24,955 +13%
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3
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