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Invesco Preferred ETF
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Overview Fund Activity

493 hedge funds and large institutions have $2.15B invested in Invesco Preferred ETF in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 128 increasing their positions, 216 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
493
Holders Change
-25
Holders Change %
-4.83%
% of All Funds
8.34%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.22%
New
48
Increased
128
Reduced
216
Closed
68
Calls
$795K
Puts
–
Net Calls
+$795K
Net Calls Change
+$795K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$113M
2
Baird Financial Group
Baird Financial Group
Wisconsin
$11.8M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$16.3M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.49M
5
Principal Financial Group
Principal Financial Group
Iowa
$4.22M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$624M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$47.1M
3
HNB
Huntington National Bank
Ohio
$52.2M
4
Morgan Stanley
Morgan Stanley
New York
$136M
5
First Trust Advisors
First Trust Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
126
Optimum Investment Advisors
Illinois
$1.3M -$24.7K -2,000 -2%
CCM
127
Crew Capital Management
Ohio
$1.28M -$42.5K -3,442 -3%
HighTower Advisors
128
HighTower Advisors
Illinois
$1.24M -$1.84M -148,955 -60%
CCG
129
Chatham Capital Group
Georgia
$1.22M -$1.53M -124,250 -56%
LC
130
Landaas & Company
Wisconsin
$1.22M – – –
CCG
131
Coastwise Capital Group
California
$1.21M +$15.9K +1,293 +1%
TCA
132
Transcend Capital Advisors
New Jersey
$1.21M +$289K +23,465 +32%
BWA
133
Beam Wealth Advisors
Louisiana
$1.2M -$9.71K -787 -0.8%
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$1.17M -$291K -23,556 -20%
AWM
135
AE Wealth Management
Kansas
$1.14M -$2.57M -208,133 -69%
HGERS
136
Householder Group Estate & Retirement Specialist
Arizona
$1.14M -$105K -8,501 -8%
GAM
137
Gould Asset Management
California
$1.13M +$28.8K +2,330 +3%
JAG
138
Journey Advisory Group
Kentucky
$1.12M -$331K -25,257 -23%
JWCA
139
J.W. Coons Advisors
Ohio
$1.12M -$12.3K -1,000 -1%
OC
140
Oppenheimer & Co
New York
$1.12M +$200K +16,237 +22%
Koshinski Asset Management
141
Koshinski Asset Management
Illinois
$1.11M -$149K -12,110 -12%
BIG
142
Boothe Investment Group
Delaware
$1.1M +$64.7K +5,189 +6%
CSPIA
143
Cary Street Partners Investment Advisory
Virginia
$1.1M +$40.1K +3,250 +4%
SPC
144
Sigma Planning Corp
Michigan
$1.08M -$1.4M -113,416 -56%
VWM
145
Vigilare Wealth Management
Arizona
$1.07M +$1.07M +87,000 New
NCM
146
Noesis Capital Mangement
Florida
$1.06M – – –
Thrivent Financial for Lutherans
147
Thrivent Financial for Lutherans
Minnesota
$1.05M -$210K -17,060 -17%
CFB
148
Cullen/Frost Bankers
Texas
$1.03M -$41.5K -3,362 -4%
CB
149
Commerce Bank
Missouri
$1.03M +$147K +11,947 +17%
1IA
150
1620 Investment Advisors
Massachusetts
$997K -$43.3K -3,511 -4%
4 5
6
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