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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 %
CSPIA
176
Cary Street Partners Investment Advisory
Virginia
$628K -$315K -28,163 -33%
LWMG
177
Levy Wealth Management Group
Pennsylvania
$607K +$607K +54,319 New
GAM
178
Gould Asset Management
California
$603K -$416K -37,196 -41%
Fifth Third Bancorp
179
Fifth Third Bancorp
Ohio
$587K -$335 -30 -0.1%
CPIG
180
Chicago Partners Investment Group
Illinois
$582K +$6.47K +521 +1%
NCM
181
Narwhal Capital Management
Georgia
$581K -$112K -10,000 -16%
LSA
182
Lion Street Advisors
Texas
$573K +$252K +16,703 +78%
BJL
183
Brighton Jones LLC
Washington
$566K +$411K +36,767 +266%
PPWM
184
Paragon Private Wealth Management
Kentucky
$563K – – –
OMC
185
Old Mission Capital
Illinois
$562K +$418K +37,376 +289%
CIAS
186
Capital Investment Advisory Services
North Carolina
$552K -$13.4K -1,200 -2%
DFA
187
DHK Financial Advisors
New Hampshire
$547K +$8.6K +769 +2%
SIS
188
Strategic Investment Solutions
Illinois
$547K +$547K +42,812 New
Northern Trust
189
Northern Trust
Illinois
$544K +$154K +13,802 +40%
AAS
190
Ameritas Advisory Services
Nebraska
$540K -$31.2K -2,789 -5%
Citigroup
191
Citigroup
New York
$527K +$283K +25,291 +116%
RW
192
RVW Wealth
California
$516K +$516K +46,140 New
IBOK
193
Independence Bank of Kentucky
Kentucky
$508K -$670K -59,925 -57%
N
194
Natixis
France
$505K +$505K +45,184 New
RFN
195
RDA Financial Network
Iowa
$500K -$97.9K -8,760 -16%
M&T Bank
196
M&T Bank
New York
$491K -$52.5K -4,697 -10%
MC
197
Moors & Cabot
Massachusetts
$489K -$47K -4,204 -9%
FTS
198
Fifth Third Securities
Ohio
$488K -$34.6K -3,094 -7%
SWMG
199
Sanchez Wealth Management Group
Florida
$482K -$24.2K -2,161 -5%
FHA
200
First Horizon Advisors
Tennessee
$477K -$5.96K -533 -1%
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8
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