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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 %
AI
101
Atria Investments
North Carolina
$1.64M +$16.3K +1,375 +1%
WA
102
Wambolt & Associates
Colorado
$1.63M -$31.5K -2,655 -2%
GWCM
103
Godshalk Welsh Capital Management
Pennsylvania
$1.6M +$4.75K +400 +0.3%
MA
104
MONECO Advisors
Connecticut
$1.58M -$63.5K -5,343 -4%
OC
105
Oppenheimer & Co
New York
$1.57M +$497K +41,817 +46%
KLCM
106
KG&L Capital Management
Louisiana
$1.52M +$209K +17,566 +16%
CAP
107
Columbia Advisory Partners
Washington
$1.48M -$63.3K -5,328 -4%
AAP
108
Arax Advisory Partners
Colorado
$1.46M -$637K -53,571 -30%
APWA
109
Atlas Private Wealth Advisors
New Jersey
$1.45M -$23K -1,935 -2%
AAS
110
Avantax Advisory Services
Texas
$1.44M +$49K +4,130 +4%
APA
111
American Portfolios Advisors
New York
$1.4M -$80.3K -6,757 -5%
ISWM
112
Independent Solutions Wealth Management
New York
$1.38M -$73.8K -6,212 -5%
PAG
113
Private Advisory Group
Washington
$1.35M +$1.35M +113,297 New
TPW
114
Transatlantique Private Wealth
New York
$1.34M +$488K +41,070 +58%
SWP
115
Stratos Wealth Partners
Ohio
$1.33M +$408K +34,322 +44%
PA
116
Perennial Advisors
New York
$1.32M -$98.1K -8,258 -7%
FDCDDQ
117
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.32M -$7.13K -600 -0.5%
BWA
118
Beam Wealth Advisors
Louisiana
$1.3M +$145K +12,224 +13%
SDAM
119
Shulman DeMeo Asset Management
New York
$1.29M +$154 +13 +0%
HFS
120
Horizon Financial Services
North Carolina
$1.29M -$2.83M -238,174 -69%
IBOK
121
Independence Bank of Kentucky
Kentucky
$1.25M -$24.1K -2,025 -2%
OIA
122
Optimum Investment Advisors
Illinois
$1.24M -$11.9K -1,005 -1%
BIG
123
Boothe Investment Group
Delaware
$1.24M +$187K +15,751 +18%
AWM
124
Accel Wealth Management
Iowa
$1.21M -$26.4K -2,196 -2%
TCA
125
Transcend Capital Advisors
New Jersey
$1.21M +$49.7K +4,185 +4%
3 4
5
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