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Invesco Preferred ETF
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Overview Fund Activity

491 hedge funds and large institutions have $2.76B invested in Invesco Preferred ETF in 2022 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 134 increasing their positions, 202 reducing their positions, and 54 closing their positions.

Holders
491
Holders Change
+21
Holders Change %
+4.47%
% of All Funds
7.92%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
83
Increased
134
Reduced
202
Closed
54
Calls
$277K
Puts
$116K
Net Calls
+$161K
Net Calls Change
+$29K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$640M
2
Cohen & Steers
2
Cohen & Steers
New York
$19.5M
3
AF
3
Allworth Financial
California
$46.9M
4
SAMC
4
Spectrum Asset Management (Connecticut)
Connecticut
$25.7M
5
Cerity Partners
5
Cerity Partners
New York
$11.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$148M
2
AWA
2
Arete Wealth Advisors
Illinois
$799M
3
HNB
3
Huntington National Bank
Ohio
$29.9M
4
AA
4
Advisory Alpha
Michigan
$2.04M
5
UBS Group
5
UBS Group
Switzerland
$59M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFG
76
Heron Financial Group
New York
$2.24M -$2.34M -199,292 -51%
SPIA
77
Steward Partners Investment Advisory
New York
$2.22M -$191K -17,044 -8%
SS
78
Sunbelt Securities
Texas
$2.2M -$102K -9,087 -4%
ORC
79
O'Rourke & Company
Massachusetts
$2.19M +$483K +43,166 +28%
EWA
80
Etesian Wealth Advisors
Oregon
$2.15M +$2.15M +192,524 New
GWM
81
Geneos Wealth Management
Colorado
$2.15M +$209K +18,725 +11%
EWM
82
Edge Wealth Management
New York
$2.14M +$1.08M +95,705 +101%
AFG
83
Albion Financial Group
Utah
$2.12M +$374K +33,486 +21%
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$2.09M +$415K +37,121 +25%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$2.08M -$833K -74,502 -29%
AA
86
Advisory Alpha
Michigan
$2.04M -$13.8M -1,238,646 -87%
MCC
87
Money Concepts Capital
Florida
$2.03M -$1.96M -175,719 -49%
PC
88
Prairiewood Capital
North Dakota
$2M -$1.07M -95,620 -35%
OPOWM
89
One Plus One Wealth Management
Florida
$1.94M +$1.94M +190,107 New
PCWA
90
Pacific Capital Wealth Advisors
California
$1.91M -$176K -15,749 -8%
LOIP
91
Live Oak Investment Partners
Texas
$1.84M – – –
AWM
92
Atticus Wealth Management
Florida
$1.76M -$984K -88,024 -36%
SKK
93
Shepherd Kaplan Krochuk
Massachusetts
$1.72M -$216K -19,292 -11%
JGIA
94
Jackson Grant Investment Advisers
Connecticut
$1.65M +$1.39M +124,024 +521%
TCA
95
Transcend Capital Advisors
New Jersey
$1.64M +$501K +44,842 +44%
SWA
96
Sax Wealth Advisors
New Jersey
$1.58M -$18.6K -1,661 -1%
TSS
97
Two Sigma Securities
New York
$1.58M +$827K +73,995 +110%
Asset Management One
98
Asset Management One
Japan
$1.57M +$19.9K +1,777 +1%
IWA
99
IBEX Wealth Advisors
New Jersey
$1.57M -$171K -15,258 -10%
PCM
100
Palouse Capital Management
Washington
$1.54M -$15.3K -135 -1%
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4
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