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Invesco Preferred ETF
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Overview Fund Activity

491 hedge funds and large institutions have $2.76B invested in Invesco Preferred ETF in 2022 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 134 increasing their positions, 202 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
491
Holders Change
+21
Holders Change %
+4.47%
% of All Funds
7.92%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
83
Increased
134
Reduced
202
Closed
54
Calls
$277K
Puts
$116K
Net Calls
+$161K
Net Calls Change
+$29K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$640M
2
Cohen & Steers
Cohen & Steers
New York
$19.5M
3
AF
Allworth Financial
California
$46.9M
4
SAMC
Spectrum Asset Management (Connecticut)
Connecticut
$25.7M
5
Cerity Partners
Cerity Partners
New York
$11.7M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$148M
2
AWA
Arete Wealth Advisors
Illinois
$799M
3
HNB
Huntington National Bank
Ohio
$29.9M
4
AA
Advisory Alpha
Michigan
$2.04M
5
UBS Group
UBS Group
Switzerland
$59M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
151
Thrivent Financial for Lutherans
Minnesota
$889K -$2.24K -200 -0.3%
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$878K -$127K -11,368 -13%
MFG
153
Merit Financial Group
Georgia
$865K – – –
SPC
154
Sigma Planning Corp
Michigan
$858K +$120K +10,743 +16%
LC
155
Landaas & Company
Wisconsin
$829K -$276K -24,689 -25%
JWCA
156
J.W. Coons Advisors
Ohio
$813K -$203K -18,150 -20%
SSW
157
Stone Summit Wealth
Florida
$808K +$25.9K +2,321 +3%
GRP
158
Global Retirement Partners
California
$803K -$2.99M -267,696 -79%
AWS
159
Atria Wealth Solutions
New York
$738K +$185K +16,569 +34%
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
$730K -$323K -28,886 -31%
JAG
161
Journey Advisory Group
Kentucky
$716K -$172K -15,340 -19%
BFC
162
Blue Fin Capital
Rhode Island
$705K -$194K -17,389 -22%
CA
163
CSM Advisors
Pennsylvania
$689K – – –
HighTower Advisors
164
HighTower Advisors
Illinois
$687K -$250K -22,366 -27%
ACM
165
Antonetti Capital Management
Florida
$682K -$55.2K -4,940 -7%
HCM
166
Hilton Capital Management
New York
$681K – – –
1IA
167
1620 Investment Advisors
Massachusetts
$681K -$199K -17,773 -23%
CSIA
168
Charles Schwab Investment Advisory
California
$677K +$272K +24,369 +67%
PA
169
Perennial Advisors
New York
$676K -$570K -51,001 -46%
DADC
170
D.A. Davidson & Co
Montana
$667K -$1.96K -175 -0.3%
NC
171
NewSquare Capital
Pennsylvania
$665K -$209K -18,695 -24%
SFG
172
StrategIQ Financial Group
Indiana
$661K -$1.41K -126 -0.2%
AWM
173
AE Wealth Management
Kansas
$659K -$15.6K -1,391 -2%
MP
174
McDonald Partners
Ohio
$657K -$357K -31,929 -35%
Wolverine Trading
175
Wolverine Trading
Illinois
$639K +$639K +57,196 New
5 6
7
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