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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 %
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$3.36M -$76.1K -5,075 -2%
SS
102
Sunbelt Securities
Texas
$3.34M +$450K +32,507 +16%
PCWA
103
Pacific Capital Wealth Advisors
California
$3.24M -$3.96K -264 -0.1%
CCA
104
Clearwater Capital Advisors
Illinois
$3.08M -$231K -15,376 -7%
WA
105
Win Advisors
Florida
$3.08M +$3.08M +205,247 New
BFS
106
Bard Financial Services
Connecticut
$2.97M – – –
Asset Management One
107
Asset Management One
Japan
$2.94M -$234K -15,749 -7%
AG
108
Ascent Group
Virginia
$2.94M +$2.94M +200,409 New
PC
109
Prairiewood Capital
North Dakota
$2.94M +$238K +15,893 +9%
VAS
110
Valicenti Advisory Services
New York
$2.83M -$826K -55,075 -23%
SPC
111
Sigma Planning Corp
Michigan
$2.78M -$329K -21,905 -11%
GG
112
Golden Green
South Carolina
$2.67M -$877K -58,436 -25%
Bank of Nova Scotia
113
Bank of Nova Scotia
Ontario, Canada
$2.65M +$2.65M +176,600 New
AFG
114
Albion Financial Group
Utah
$2.63M +$255K +17,030 +11%
SWA
115
Sax Wealth Advisors
New Jersey
$2.62M +$232K +15,438 +10%
IWA
116
IBEX Wealth Advisors
New Jersey
$2.56M -$676K -45,061 -21%
IRC
117
Investors Research Corp
Georgia
$2.47M +$444K +29,609 +22%
PIMG
118
Patriot Investment Management Group
Tennessee
$2.44M +$115K +7,641 +5%
MA
119
Mutual Advisors
Nebraska
$2.41M -$6.63K -442 -0.3%
BAAM
120
Baker Avenue Asset Management
California
$2.4M +$182K +12,150 +8%
BCFS
121
Butensky & Cohen Financial Security
Florida
$2.37M +$396K +26,377 +20%
FIM
122
Freedom Investment Management
Connecticut
$2.35M -$36K -2,399 -2%
CAG
123
Curtis Advisory Group
California
$2.31M +$173K +11,552 +8%
Thrivent Financial for Lutherans
124
Thrivent Financial for Lutherans
Minnesota
$2.26M -$3.28M -214,212 -59%
CAP
125
Columbia Advisory Partners
Washington
$2.17M +$2.17M +144,651 New
3 4
5
6 7