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Invesco Preferred ETF
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Overview Fund Activity

493 hedge funds and large institutions have $2.15B invested in Invesco Preferred ETF in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 128 increasing their positions, 216 reducing their positions, and 68 closing their positions.

Holders
493
Holders Change
-25
Holders Change %
-4.83%
% of All Funds
8.34%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.22%
New
48
Increased
128
Reduced
216
Closed
68
Calls
$795K
Puts
–
Net Calls
+$795K
Net Calls Change
+$795K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$113M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$11.8M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$16.3M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$5.49M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$4.22M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$624M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$47.1M
3
HNB
3
Huntington National Bank
Ohio
$52.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$136M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IRC
76
Investors Research Corp
Georgia
$2.79M +$337K +27,285 +14%
AWS
77
AJ Wealth Strategies
New York
$2.77M -$5.55M -449,480 -67%
PI
78
PFS Investments
Georgia
$2.68M +$2.68M +217,459 New
IWC
79
Integrated Wealth Concepts
Massachusetts
$2.64M -$157K -12,709 -6%
PCWA
80
Pacific Capital Wealth Advisors
California
$2.62M -$49.8K -4,035 -2%
CCA
81
Clearwater Capital Advisors
Illinois
$2.61M +$37.3K +3,026 +1%
BFS
82
Bard Financial Services
Connecticut
$2.55M +$355K +28,750 +16%
SKK
83
Shepherd Kaplan Krochuk
Massachusetts
$2.43M +$351K +28,403 +17%
HSA
84
HBK Sorce Advisory
Pennsylvania
$2.42M -$862K -69,868 -26%
PC
85
Prairiewood Capital
North Dakota
$2.28M -$1.88M -152,657 -45%
CTC
86
Central Trust Company
Missouri
$2.24M -$1.77M -143,236 -44%
AAP
87
Arax Advisory Partners
Colorado
$2.17M -$609K -49,388 -22%
GWM
88
Geneos Wealth Management
Colorado
$2.16M +$341K +27,348 +19%
Asset Management One
89
Asset Management One
Japan
$1.97M -$359K -29,079 -15%
RF
90
Robbins Farley
New Hampshire
$1.97M +$19.3K +1,565 +1%
IWA
91
IBEX Wealth Advisors
New Jersey
$1.97M -$4.06K -329 -0.2%
BCFS
92
Butensky & Cohen Financial Security
Florida
$1.95M -$178K -14,444 -8%
AFG
93
Albion Financial Group
Utah
$1.94M -$195K -15,800 -9%
NA
94
NewEdge Advisors
Louisiana
$1.87M -$2.3M -185,947 -55%
CAN
95
Cetera Advisor Networks
California
$1.85M -$3.28M -266,096 -64%
HFM
96
Hartford Financial Management
Connecticut
$1.83M -$341K -27,631 -16%
CWM
97
Centric Wealth Management
Illinois
$1.8M +$1.8M +146,033 New
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$1.78M +$326K +26,434 +22%
ORC
99
O'Rourke & Company
Massachusetts
$1.76M -$67.9K -5,504 -4%
PSB
100
Piscataqua Savings Bank
New Hampshire
$1.75M +$25.8K +2,092 +1%
2 3
4
5 6