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Invesco Preferred ETF
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Overview Fund Activity

470 hedge funds and large institutions have $2.1B invested in Invesco Preferred ETF in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 172 increasing their positions, 158 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
+6
Holders Change %
+1.29%
% of All Funds
7.41%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
54
Increased
172
Reduced
158
Closed
41
Calls
$475K
Puts
$784K
Net Calls
-$309K
Net Calls Change
-$322K

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$57.9M
2
LPL Financial
LPL Financial
California
$148M
3
Bank of America
Bank of America
North Carolina
$614M
4
Wells Fargo
Wells Fargo
California
$161M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$23.4M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$1.77M
2
HNB
Huntington National Bank
Ohio
$27.8M
3
Morgan Stanley
Morgan Stanley
New York
$115M
4
AA
ACT Advisors
North Carolina
$0
5
AF
Allworth Financial
California
$40.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIMG
126
Patriot Investment Management Group
Tennessee
$1.08M +$248K +21,854 +30%
AWM
127
Apollon Wealth Management
South Carolina
$1.07M +$526K +46,291 +96%
LSA
128
Lion Street Advisors
Texas
$1.07M +$412K +27,297 +62%
AWM
129
Accel Wealth Management
Iowa
$1.06M -$86.3K -7,587 -8%
Mariner
130
Mariner
Kansas
$1.01M +$94.6K +8,327 +10%
CWM
131
Cornerstone Wealth Management
Missouri
$1.01M +$2.66K +234 +0.3%
CTC
132
Central Trust Company
Missouri
$999K -$369K -32,424 -27%
CCG
133
Coastwise Capital Group
California
$990K +$16.2K +1,427 +2%
GWSG
134
GPS Wealth Strategies Group
Colorado
$976K +$845K +74,275 +640%
Qube Research & Technologies (QRT)
135
Qube Research & Technologies (QRT)
United Kingdom
$948K -$137K -6,534 -13%
FMB
136
Field & Main Bank
Kentucky
$946K +$49.7K +4,375 +6%
FCA
137
FinTrust Capital Advisors
South Carolina
$943K – – –
SEI Investments
138
SEI Investments
Pennsylvania
$943K +$6.67K +587 +0.7%
AC
139
AlphaCore Capital
California
$936K +$936K +82,283 New
CFB
140
Cullen/Frost Bankers
Texas
$935K -$51.8K -4,560 -5%
AWA
141
Aletheian Wealth Advisors
Washington
$928K +$373K +32,833 +67%
SPC
142
Sigma Planning Corp
Michigan
$924K +$36K +3,169 +4%
EWM
143
Edge Wealth Management
New York
$921K -$7.96K -700 -0.9%
Goldman Sachs
144
Goldman Sachs
New York
$916K -$210K -18,500 -19%
NCM
145
Noesis Capital Mangement
Florida
$900K -$9.67K -850 -1%
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$881K +$42K +3,696 +5%
CG
147
Colony Group
Massachusetts
$860K +$540K +47,483 +169%
AWS
148
AJ Wealth Strategies
New York
$853K -$284K -25,000 -25%
GC
149
Gratus Capital
Georgia
$853K +$853K +75,000 New
DADC
150
D.A. Davidson & Co
Montana
$842K +$90.7K +7,977 +12%
4 5
6
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