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Invesco Preferred ETF
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Overview Fund Activity

518 hedge funds and large institutions have $2.84B invested in Invesco Preferred ETF in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 219 reducing their positions, and 66 closing their positions.

Holders
518
Holders Change
-17
Holders Change %
-3.18%
% of All Funds
8.2%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.17%
New
55
Increased
150
Reduced
219
Closed
66
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$22.1M
2
SAMC
2
Spectrum Asset Management (Connecticut)
Connecticut
$8.34M
3
AWS
3
AJ Wealth Strategies
New York
$9.15M
4
Wells Fargo
4
Wells Fargo
California
$299M
5
ECM
5
ExodusPoint Capital Management
New York
$6.79M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$20.2M
2
HI
2
Horizon Investments
North Carolina
$0
3
Bank of America
3
Bank of America
North Carolina
$783M
4
Ameriprise
4
Ameriprise
Minnesota
$113M
5
PI
5
PFS Investments
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPC
101
Sigma Planning Corp
Michigan
$2.72M 200,753 +15,450 +8%
MAM
102
Meeder Asset Management
Ohio
$2.71M 199,974 +71,935 +56%
BAAM
103
Baker Avenue Asset Management
California
$2.7M 198,918 +39,030 +24%
IRC
104
Investors Research Corp
Georgia
$2.69M 198,502 +34,108 +21%
Asset Management One
105
Asset Management One
Japan
$2.56M 188,926 -8,777 -4%
AG
106
Ascent Group
Virginia
$2.55M 187,815 -12,594 -6%
CT
107
Coastline Trust
Rhode Island
$2.48M 182,395 -125,655 -41%
BFS
108
Bard Financial Services
Connecticut
$2.42M 178,125 -20,000 -10%
SFA
109
Sequoia Financial Advisors
Ohio
$2.41M 177,346 -248,098 -58%
RA
110
RFG Advisory
Alabama
$2.39M 176,348 +66,903 +61%
HFM
111
Hartford Financial Management
Connecticut
$2.39M 175,839 -54,105 -24%
SWA
112
Sax Wealth Advisors
New Jersey
$2.37M 174,277 -340 -0.2%
AFG
113
Albion Financial Group
Utah
$2.35M 173,214 -1,970 -1%
BCFS
114
Butensky & Cohen Financial Security
Florida
$2.34M 172,064 +14,107 +9%
WP
115
WealthPLAN Partners
Nebraska
$2.29M 183,642 -314,472 -63%
WIM
116
WealthPlan Investment Management
Nebraska
$2.29M 183,642 +183,642 New
SKK
117
Shepherd Kaplan Krochuk
Massachusetts
$2.29M 168,652 -86,082 -34%
VAS
118
Valicenti Advisory Services
New York
$2.24M 165,197 -23,611 -13%
SW
119
Simplicity Wealth
New Jersey
$2.24M 165,083 -73,336 -31%
MA
120
Mutual Advisors
Nebraska
$2.22M 163,280 +2,975 +2%
IWA
121
IBEX Wealth Advisors
New Jersey
$2.17M 159,744 -10,643 -6%
RF
122
Robbins Farley
New Hampshire
$2.15M 158,228 +54,510 +53%
PIMG
123
Patriot Investment Management Group
Tennessee
$2.14M 158,012 -4,491 -3%
CST
124
Charles Schwab Trust
Nevada
$2.1M 154,469 +154,469 New
SWP
125
Stratos Wealth Partners
Ohio
$2.01M 148,307 +5,471 +4%
3 4
5
6 7