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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 %
AFG
151
Albion Financial Group
Utah
$841K -$1.43M -125,853 -63%
SSW
152
Stone Summit Wealth
Florida
$831K -$53.3K -4,685 -6%
GAM
153
Gould Asset Management
California
$819K +$4.22K +371 +0.5%
Koshinski Asset Management
154
Koshinski Asset Management
Illinois
$818K -$185K -16,229 -18%
AAP
155
Arax Advisory Partners
Colorado
$807K -$106K -9,363 -12%
LC
156
Landaas & Company
Wisconsin
$804K -$38.7K -3,400 -5%
WPC
157
White Pine Capital
Minnesota
$785K +$656K +57,717 +509%
JF
158
Joule Financial
Kentucky
$782K -$232K -20,363 -23%
1IA
159
1620 Investment Advisors
Massachusetts
$779K -$45 -4 -0%
AWA
160
Arete Wealth Advisors
Illinois
$773K +$28.6K +2,512 +4%
TPW
161
Transatlantique Private Wealth
New York
$767K +$32.1K +2,827 +4%
EWMCB
162
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$762K -$12.5K -1,097 -2%
SFG
163
StrategIQ Financial Group
Indiana
$760K +$42.5K +3,734 +6%
IWN
164
Independent Wealth Network
Iowa
$750K +$212K +18,673 +40%
JWCA
165
J.W. Coons Advisors
Ohio
$714K -$114K -10,000 -14%
ACM
166
Antonetti Capital Management
Florida
$707K +$728 +64 +0.1%
NC
167
NewSquare Capital
Pennsylvania
$703K +$66.2K +5,820 +10%
CA
168
CSM Advisors
Pennsylvania
$702K – – –
LWMG
169
Levy Wealth Management Group
Pennsylvania
$662K +$43.9K +3,858 +7%
AWS
170
Atria Wealth Solutions
New York
$646K -$48.5K -4,269 -7%
CPIG
171
Chicago Partners Investment Group
Illinois
$646K +$4.44K +394 +0.7%
PIA
172
Perennial Investment Advisors
California
$639K +$140K +12,306 +28%
RG
173
Retirement Group
California
$616K +$478 +42 +0.1%
ATPW
174
Ashton Thomas Private Wealth
Arizona
$608K +$54.2K +4,765 +10%
BJL
175
Brighton Jones LLC
Washington
$594K +$9.57K +842 +2%
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7
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