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Invesco Preferred ETF
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Overview Fund Activity

535 hedge funds and large institutions have $3.36B invested in Invesco Preferred ETF in 2021 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 187 increasing their positions, 167 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+33
Holders Change %
+6.57%
% of All Funds
8.26%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.23%
New
94
Increased
187
Reduced
167
Closed
55
Calls
$732K
Puts
–
Net Calls
+$732K
Net Calls Change
+$732K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$886M
2
DHFB
Dixon Hubard Feinour & Brown
Virginia
$11.5M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$77.6M
4
Ameriprise
Ameriprise
Minnesota
$144M
5
William Blair & Company
William Blair & Company
Illinois
$11.2M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
$0
2
HNB
Huntington National Bank
Ohio
$122M
3
HI
Harbour Investments
Wisconsin
$399K
4
PI
PFS Investments
Georgia
$14.8M
5
HI
Horizon Investments
North Carolina
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
126
Stratos Wealth Partners
Ohio
$2.14M +$203K +13,546 +10%
PSB
127
Piscataqua Savings Bank
New Hampshire
$2.14M +$264K +17,568 +14%
GWCM
128
Godshalk Welsh Capital Management
Pennsylvania
$2.13M -$99.4K -6,625 -4%
AWS
129
AJ Wealth Strategies
New York
$2.1M – – –
WA
130
Wambolt & Associates
Colorado
$2.09M +$45.4K +3,026 +2%
SCA
131
Stokes Capital Advisors
South Carolina
$2M -$10.6K -709 -0.5%
BCI
132
Brinker Capital Investments
Pennsylvania
$1.99M -$78.2K -5,214 -4%
BRWA
133
B. Riley Wealth Advisors
Florida
$1.98M -$1.46M -96,941 -42%
MAM
134
Meeder Asset Management
Ohio
$1.92M +$550K +36,631 +40%
CCM
135
Crabel Capital Management
California
$1.89M +$1.65M +109,714 +678%
GWM
136
Geneos Wealth Management
Colorado
$1.85M +$184K +12,294 +11%
CF
137
Clarity Financial
Texas
$1.82M -$419K -27,909 -19%
AMG
138
Advisors Management Group
Wisconsin
$1.81M +$257K +17,141 +17%
CGFA
139
Colton Groome Financial Advisors
North Carolina
$1.8M -$2.34M -155,717 -56%
OIA
140
Optimum Investment Advisors
Illinois
$1.76M -$4.01K -267 -0.2%
APP
141
Avantax Planning Partners
Iowa
$1.76M +$1.26M +83,738 +250%
JAG
142
Journey Advisory Group
Kentucky
$1.75M -$192K -12,770 -10%
EWM
143
Edge Wealth Management
New York
$1.75M -$16.7K -1,116 -0.9%
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$1.73M +$40.8K +2,725 +2%
EPA
145
Element Pointe Advisors
Florida
$1.72M -$90.3K -6,021 -5%
AWM
146
Accel Wealth Management
Iowa
$1.72M -$14K -931 -0.8%
RJT
147
Raymond James Trust
Florida
$1.71M -$303K -20,215 -15%
AAS
148
Avantax Advisory Services
Texas
$1.71M +$54.5K +3,630 +3%
FDCDDQ
149
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.7M -$105K -6,985 -6%
ACM
150
AlphaStar Capital Management
North Carolina
$1.67M -$171K -11,566 -9%
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