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Invesco Preferred ETF
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Overview Fund Activity

518 hedge funds and large institutions have $2.84B invested in Invesco Preferred ETF in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 219 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
518
Holders Change
-17
Holders Change %
-3.18%
% of All Funds
8.2%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.17%
New
55
Increased
150
Reduced
219
Closed
66
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$22.1M
2
AWS
2
AJ Wealth Strategies
New York
$9.15M
3
Wells Fargo
3
Wells Fargo
California
$299M
4
ECM
4
ExodusPoint Capital Management
New York
$6.79M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$7.93M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$71.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$20.2M
3
HI
3
Horizon Investments
North Carolina
$0
4
Bank of America
4
Bank of America
North Carolina
$783M
5
Ameriprise
5
Ameriprise
Minnesota
$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
ORC
126
O'Rourke & Company
Massachusetts
$2.01M -$1.71M -125,947 -46%
GWM
127
Geneos Wealth Management
Colorado
$1.99M +$309K +22,802 +18%
Bank of Nova Scotia
128
Bank of Nova Scotia
Ontario, Canada
$1.98M -$417K -30,700 -17%
CAG
129
Curtis Advisory Group
California
$1.96M -$129K -9,508 -6%
WA
130
Wambolt & Associates
Colorado
$1.93M +$50.4K +3,738 +3%
GWCM
131
Godshalk Welsh Capital Management
Pennsylvania
$1.93M – – –
MFGM
132
Marshall Financial Group (Maryland)
Maryland
$1.9M -$4.61M -339,730 -71%
PSB
133
Piscataqua Savings Bank
New Hampshire
$1.9M -$42.2K -3,106 -2%
CAP
134
Columbia Advisory Partners
Washington
$1.83M -$130K -9,562 -7%
GM
135
GeoWealth Management
Illinois
$1.77M +$923K +67,998 +110%
APA
136
American Portfolios Advisors
New York
$1.61M -$1.67M -122,882 -51%
Northwestern Mutual Wealth Management
137
Northwestern Mutual Wealth Management
Wisconsin
$1.6M -$1.44M -105,888 -47%
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$1.6M +$37.4K +2,761 +2%
EWM
139
Edge Wealth Management
New York
$1.59M +$4.68K +345 +0.3%
AAS
140
Avantax Advisory Services
Texas
$1.56M +$20.7K +1,529 +1%
D
141
Diversified
Delaware
$1.55M +$195K +14,373 +14%
FDCDDQ
142
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.53M -$4.89K -360 -0.3%
MP
143
McDonald Partners
Ohio
$1.52M +$1.52M +112,114 New
AWM
144
Accel Wealth Management
Iowa
$1.52M -$22.6K -1,674 -1%
JAG
145
Journey Advisory Group
Kentucky
$1.5M -$80K -5,895 -5%
GFPC
146
Global Financial Private Client
Florida
$1.5M +$118K +8,723 +8%
BFC
147
Blue Fin Capital
Rhode Island
$1.5M – – –
LC
148
Landaas & Company
Wisconsin
$1.48M – – –
SDAM
149
Shulman DeMeo Asset Management
New York
$1.48M +$7.13K +525 +0.5%
OIA
150
Optimum Investment Advisors
Illinois
$1.46M -$135K -9,974 -9%
4 5
6
7 8