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Invesco Preferred ETF
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Overview Fund Activity

464 hedge funds and large institutions have $2B invested in Invesco Preferred ETF in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 145 increasing their positions, 191 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
-27
Holders Change %
-5.5%
% of All Funds
7.43%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
46
Increased
145
Reduced
191
Closed
66
Calls
$835K
Puts
$822K
Net Calls
+$13K
Net Calls Change
-$148K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$105M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$48.4M
3
Ameriprise
3
Ameriprise
Minnesota
$139M
4
AA
4
ACT Advisors
North Carolina
$14.6M
5
SA
5
Stonebridge Advisors
Connecticut
$12.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$601M
2
HNB
2
Huntington National Bank
Ohio
$29.1M
3
Cohen & Steers
3
Cohen & Steers
New York
$28K
4
Principal Financial Group
4
Principal Financial Group
Iowa
$1.99M
5
PA
5
Parkside Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
101
Wambolt & Associates
Colorado
$1.45M -$39.1K -3,389 -3%
SWP
102
Stratos Wealth Partners
Ohio
$1.43M -$77.8K -6,778 -5%
BWA
103
Beam Wealth Advisors
Louisiana
$1.41M +$22.2K +1,930 +2%
GWCM
104
Godshalk Welsh Capital Management
Pennsylvania
$1.39M -$121K -10,500 -8%
CTC
105
Central Trust Company
Missouri
$1.38M -$59K -5,135 -4%
BCFS
106
Butensky & Cohen Financial Security
Florida
$1.36M -$32.5K -2,829 -2%
OPA
107
Old Port Advisors
Maine
$1.33M +$274K +23,557 +26%
BIG
108
Boothe Investment Group
Delaware
$1.33M +$293K +25,489 +28%
SFA
109
Sequoia Financial Advisors
Ohio
$1.27M +$85.8K +7,473 +7%
AAS
110
Avantax Advisory Services
Texas
$1.26M +$67.8K +5,904 +6%
SDAM
111
Shulman DeMeo Asset Management
New York
$1.24M -$3.02K -263 -0.2%
GRP
112
Global Retirement Partners
California
$1.23M +$428K +38,286 +53%
GC
113
Guggenheim Capital
Illinois
$1.21M +$141K +12,291 +13%
OIA
114
Optimum Investment Advisors
Illinois
$1.18M -$17.2K -1,500 -1%
Thrivent Financial for Lutherans
115
Thrivent Financial for Lutherans
Minnesota
$1.18M +$267K +23,316 +29%
SRC
116
Shufro Rose & Co
New York
$1.17M +$92.7K +8,071 +9%
AWM
117
Accel Wealth Management
Iowa
$1.16M -$17.5K -1,528 -1%
FDCDDQ
118
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.15M -$4.59K -400 -0.4%
KC
119
Kades & Cheifetz
Pennsylvania
$1.15M +$21.4K +1,868 +2%
AWS
120
AJ Wealth Strategies
New York
$1.15M -$161K -13,990 -12%
BDWCC
121
B&D White Capital Company
Texas
$1.14M +$1.14M +99,120 New
Goldman Sachs
122
Goldman Sachs
New York
$1.14M +$34.4K +3,000 +3%
Invesco
123
Invesco
Georgia
$1.07M -$74.4K -6,485 -7%
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$1.05M +$303K +26,405 +40%
TCA
125
Transcend Capital Advisors
New Jersey
$1.04M -$646K -56,263 -38%
3 4
5
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