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Invesco Preferred ETF
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Overview Fund Activity

470 hedge funds and large institutions have $1.99B invested in Invesco Preferred ETF in 2022 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 131 increasing their positions, 190 reducing their positions, and 60 closing their positions.

Holders
470
Holders Change
-23
Holders Change %
-4.67%
% of All Funds
8.13%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
43
Increased
131
Reduced
190
Closed
60
Calls
$397K
Puts
$265K
Net Calls
+$132K
Net Calls Change
-$663K

Top Buyers

1
AF
1
Allworth Financial
California
$31.2M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$4.39M
3
Jane Street
3
Jane Street
New York
$3.67M
4
Ameriprise
4
Ameriprise
Minnesota
$113M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$7.34M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$41.8M
2
AA
2
Advisory Alpha
Michigan
$16.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$34.7M
4
LPL Financial
4
LPL Financial
California
$68.4M
5
CCA
5
Checchi Capital Advisers
California
$4.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
76
Integrated Wealth Concepts
Massachusetts
$2.5M -$33.6K -2,832 -1%
BFS
77
Bard Financial Services
Connecticut
$2.49M +$28.2K +2,375 +1%
SS
78
Sunbelt Securities
Texas
$2.45M -$549K -46,231 -18%
AWS
79
AJ Wealth Strategies
New York
$2.36M -$309K -26,010 -12%
SP
80
SWS Partners
Ohio
$2.32M +$2.32M +195,490 New
RA
81
RFG Advisory
Alabama
$2.31M -$228K -20,215 -9%
GFS
82
GYL Financial Synergies
Connecticut
$2.31M +$1.81M +152,362 +361%
CCA
83
Clearwater Capital Advisors
Illinois
$2.29M -$226K -18,982 -9%
FCA
84
FinTrust Capital Advisors
South Carolina
$2.25M -$328K -28,684 -13%
PCWA
85
Pacific Capital Wealth Advisors
California
$2.22M -$307K -25,831 -12%
GWM
86
Geneos Wealth Management
Colorado
$2.06M +$523 +44 +0%
SKK
87
Shepherd Kaplan Krochuk
Massachusetts
$2.06M -$285K -23,995 -12%
CST
88
Charles Schwab Trust
Nevada
$1.92M -$957K -80,517 -33%
AFG
89
Albion Financial Group
Utah
$1.86M -$12.2K -1,030 -0.7%
IWA
90
IBEX Wealth Advisors
New Jersey
$1.85M -$48.4K -4,074 -3%
RF
91
Robbins Farley
New Hampshire
$1.84M -$62.9K -5,299 -3%
ORC
92
O'Rourke & Company
Massachusetts
$1.81M +$117K +9,826 +7%
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
$1.78M -$3.51M -295,607 -66%
HFM
94
Hartford Financial Management
Connecticut
$1.77M +$7.08K +596 +0.4%
BCFS
95
Butensky & Cohen Financial Security
Florida
$1.77M -$106K -8,899 -6%
CAN
96
Cetera Advisor Networks
California
$1.7M -$84.4K -7,103 -5%
SWA
97
Sax Wealth Advisors
New Jersey
$1.7M +$52.8K +4,445 +3%
CTC
98
Central Trust Company
Missouri
$1.69M -$466K -39,222 -22%
PSB
99
Piscataqua Savings Bank
New Hampshire
$1.67M -$14.3K -1,205 -0.8%
Asset Management One
100
Asset Management One
Japan
$1.65M -$253K -21,332 -13%
2 3
4
5 6