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Invesco Preferred ETF
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Overview Fund Activity

472 hedge funds and large institutions have $2.09B invested in Invesco Preferred ETF in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 168 increasing their positions, 173 reducing their positions, and 35 closing their positions.

Holders
472
Holders Change
+2
Holders Change %
+0.43%
% of All Funds
7.53%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
45
Increased
168
Reduced
173
Closed
35
Calls
$1.51M
Puts
$287K
Net Calls
+$1.22M
Net Calls Change
+$1.53M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$645M
2
LPL Financial
2
LPL Financial
California
$160M
3
Wells Fargo
3
Wells Fargo
California
$169M
4
GBWM
4
Granite Bay Wealth Management
New Hampshire
$10.2M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$30M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$24.3M
2
Ameriprise
2
Ameriprise
Minnesota
$125M
3
Cohen & Steers
3
Cohen & Steers
New York
$7K
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$16.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
CST
101
Charles Schwab Trust
Nevada
$1.52M +$91.4K +8,348 +6%
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$1.51M -$1.38M -125,714 -48%
JGIA
103
Jackson Grant Investment Advisers
Connecticut
$1.48M -$68.6K -6,268 -4%
SFA
104
Sequoia Financial Advisors
Ohio
$1.47M +$212K +19,335 +17%
GC
105
Guggenheim Capital
Illinois
$1.42M +$149K +13,592 +12%
MA
106
MONECO Advisors
Connecticut
$1.41M -$34.7K -3,165 -2%
FHA
107
Flagship Harbor Advisors
Massachusetts
$1.4M +$139K +12,693 +11%
SWP
108
Stratos Wealth Partners
Ohio
$1.37M +$7.58K +692 +0.6%
GC
109
Guidance Capital
Kentucky
$1.36M +$46.8K +4,431 +4%
SWA
110
Sax Wealth Advisors
New Jersey
$1.33M +$2.06K +188 +0.2%
BPA
111
Beacon Pointe Advisors
California
$1.32M +$1.32M +120,979 New
Wealth Enhancement Advisory Services
112
Wealth Enhancement Advisory Services
Minnesota
$1.32M +$1.32M +120,310 New
BWA
113
Beam Wealth Advisors
Louisiana
$1.29M -$17.1K -1,560 -1%
FTS
114
Fifth Third Securities
Ohio
$1.23M +$666K +60,853 +118%
Asset Management One
115
Asset Management One
Japan
$1.23M -$323K -29,532 -21%
SDAM
116
Shulman DeMeo Asset Management
New York
$1.18M -$810 -74 -0.1%
BCFS
117
Butensky & Cohen Financial Security
Florida
$1.17M -$34.9K -3,188 -3%
AWM
118
Apollon Wealth Management
South Carolina
$1.16M +$126K +11,484 +12%
SRC
119
Shufro Rose & Co
New York
$1.16M +$43.7K +3,987 +4%
FDCDDQ
120
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.12M -$16.4K -1,500 -1%
AFG
121
Albion Financial Group
Utah
$1.11M +$303K +27,655 +37%
AAS
122
Avantax Advisory Services
Texas
$1.11M +$29.8K +2,717 +3%
GWCM
123
Godshalk Welsh Capital Management
Pennsylvania
$1.09M -$211K -19,300 -16%
OMC
124
Old Mission Capital
Illinois
$1.07M +$1.07M +97,377 New
WA
125
Wambolt & Associates
Colorado
$1.06M -$255K -23,584 -19%
3 4
5
6 7