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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 %
HGERS
151
Householder Group Estate & Retirement Specialist
Arizona
$1.66M +$1.66M +110,893 New
BFC
152
Blue Fin Capital
Rhode Island
$1.66M -$22.3K -1,485 -1%
AF
153
Advisornet Financial
Minnesota
$1.66M +$243K +16,184 +17%
RT
154
Rockland Trust
Massachusetts
$1.65M +$150K +10,014 +10%
RA
155
RFG Advisory
Alabama
$1.64M -$82.1K -5,472 -5%
CCM
156
Crew Capital Management
Ohio
$1.63M -$61.6K -4,103 -4%
SDAM
157
Shulman DeMeo Asset Management
New York
$1.63M +$1.63M +108,435 New
KLCM
158
KG&L Capital Management
Louisiana
$1.63M +$121K +8,042 +8%
RF
159
Robbins Farley
New Hampshire
$1.56M +$7.26K +484 +0.5%
CG
160
Colony Group
Massachusetts
$1.55M -$87.5K -5,831 -5%
GFPC
161
Global Financial Private Client
Florida
$1.54M +$27.4K +1,826 +2%
FUBT
162
First United Bank & Trust
Maryland
$1.53M +$661K +44,070 +76%
CIBC World Market
163
CIBC World Market
Ontario, Canada
$1.53M +$24.2K +1,612 +2%
BWA
164
Beam Wealth Advisors
Louisiana
$1.52M +$73.7K +4,917 +5%
Mariner
165
Mariner
Kansas
$1.52M +$16.4K +1,096 +1%
D
166
Diversified
Delaware
$1.5M +$1.5M +99,752 New
AP
167
Advisors Preferred
Maryland
$1.48M -$20.9K -1,401 -1%
LC
168
Landaas & Company
Wisconsin
$1.48M – – –
AA
169
AlphaMark Advisors
Kentucky
$1.47M -$110K -7,300 -7%
Koshinski Asset Management
170
Koshinski Asset Management
Illinois
$1.42M +$222K +14,829 +19%
Renaissance Technologies
171
Renaissance Technologies
New York
$1.41M +$1.41M +94,171 New
OIA
172
OneDigital Investment Advisors
Kansas
$1.41M -$230K -15,301 -14%
JWCA
173
J.W. Coons Advisors
Ohio
$1.4M +$361K +23,875 +35%
CFGS
174
Concourse Financial Group Securities
Alabama
$1.33M +$59.9K +3,992 +5%
NCM
175
Noesis Capital Mangement
Florida
$1.32M +$1.32M +88,023 New
5 6
7
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