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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 %
WA
101
Wambolt & Associates
Colorado
$1.73M -$40.8K -3,304 -2%
SWA
102
Sax Wealth Advisors
New Jersey
$1.71M -$443K -35,867 -21%
MA
103
MONECO Advisors
Connecticut
$1.7M +$1.56M +126,096 +1,067%
SFA
104
Sequoia Financial Advisors
Ohio
$1.69M -$497K -40,237 -23%
AI
105
Atria Investments
North Carolina
$1.69M -$2.04M -165,491 -55%
JPMorgan Chase & Co
106
JPMorgan Chase & Co
New York
$1.68M +$681K +55,214 +69%
GWCM
107
Godshalk Welsh Capital Management
Pennsylvania
$1.66M -$94.1K -7,625 -5%
CAP
108
Columbia Advisory Partners
Washington
$1.6M -$69.6K -5,643 -4%
Bank of Nova Scotia
109
Bank of Nova Scotia
Ontario, Canada
$1.57M -$228K -18,500 -13%
APA
110
American Portfolios Advisors
New York
$1.53M +$73.7K +5,969 +5%
APWA
111
Atlas Private Wealth Advisors
New Jersey
$1.53M +$613K +49,680 +67%
CT
112
Coastline Trust
Rhode Island
$1.52M -$730K -59,125 -32%
ISWM
113
Independent Solutions Wealth Management
New York
$1.51M -$1.25M -101,699 -45%
PA
114
Perennial Advisors
New York
$1.48M -$5.03M -407,387 -77%
AAS
115
Avantax Advisory Services
Texas
$1.44M +$21.1K +1,714 +1%
FDCDDQ
116
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.38M -$19.9K -1,610 -1%
KLCM
117
KG&L Capital Management
Louisiana
$1.37M +$53.1K +4,301 +4%
SW
118
Simplicity Wealth
New Jersey
$1.36M -$674K -54,572 -33%
PIMG
119
Patriot Investment Management Group
Tennessee
$1.36M -$593K -48,079 -30%
SDAM
120
Shulman DeMeo Asset Management
New York
$1.34M -$3.23K -262 -0.2%
BFC
121
Blue Fin Capital
Rhode Island
$1.33M -$33.7K -2,730 -2%
EWM
122
Edge Wealth Management
New York
$1.33M -$115K -9,295 -8%
IBOK
123
Independence Bank of Kentucky
Kentucky
$1.33M +$715K +57,925 +117%
MP
124
McDonald Partners
Ohio
$1.31M -$76.2K -6,175 -6%
AWM
125
Accel Wealth Management
Iowa
$1.3M -$122K -9,679 -9%
3 4
5
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