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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.

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

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$0
2
HNB
2
Huntington National Bank
Ohio
$122M
3
HI
3
Harbour Investments
Wisconsin
$399K
4
PI
4
PFS Investments
Georgia
$14.8M
5
HI
5
Horizon Investments
North Carolina
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
76
CIBC Private Wealth Group
Georgia
$4.7M +$16.9K +1,127 +0.4%
CT
77
Coastline Trust
Rhode Island
$4.62M +$257K +17,110 +6%
HCM
78
Hilton Capital Management
New York
$4.61M -$77K -5,137 -2%
HFS
79
Horizon Financial Services
North Carolina
$4.55M +$690K +45,999 +18%
MCC
80
Money Concepts Capital
Florida
$4.53M +$4.53M +302,192 New
AI
81
Atria Investments
North Carolina
$4.49M -$98.4K -6,561 -2%
IWC
82
Integrated Wealth Concepts
Massachusetts
$4.35M +$24.4K +1,624 +0.6%
AAP
83
Arax Advisory Partners
Colorado
$4.29M -$230K -15,344 -5%
FHB
84
First Hawaiian Bank
Hawaii
$4.29M +$857K +57,116 +25%
HighTower Advisors
85
HighTower Advisors
Illinois
$4.26M -$184K -12,310 -4%
FCA
86
FinTrust Capital Advisors
South Carolina
$4.22M -$185K -12,335 -4%
SI
87
Stephens Inc
Arkansas
$4.22M +$972K +64,766 +30%
ORC
88
O'Rourke & Company
Massachusetts
$4.11M +$4.11M +273,931 New
Neuberger Berman Group
89
Neuberger Berman Group
New York
$4.07M +$113K +7,500 +3%
SPIA
90
Steward Partners Investment Advisory
New York
$4.03M -$20.3K -1,352 -0.5%
HSA
91
HBK Sorce Advisory
Pennsylvania
$3.94M +$73.6K +4,906 +2%
HWM
92
Howard Wealth Management
Connecticut
$3.92M -$3.57K -238 -0.1%
SKK
93
Shepherd Kaplan Krochuk
Massachusetts
$3.82M -$242K -16,120 -6%
CCG
94
Chatham Capital Group
Georgia
$3.75M – – –
APA
95
American Portfolios Advisors
New York
$3.62M -$504K -33,617 -12%
ISWM
96
Independent Solutions Wealth Management
New York
$3.62M +$250K +16,678 +7%
SW
97
Simplicity Wealth
New Jersey
$3.58M +$3.58M +238,419 New
SIS
98
Sound Income Strategies
Florida
$3.53M +$805K +53,649 +30%
AG
99
Appleton Group
Wisconsin
$3.45M +$3.45M +230,055 New
HFM
100
Hartford Financial Management
Connecticut
$3.45M -$24.8K -1,655 -0.7%
2 3
4
5 6