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Invesco Preferred ETF
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Overview Fund Activity

518 hedge funds and large institutions have $2.84B invested in Invesco Preferred ETF in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 219 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
518
Holders Change
-17
Holders Change %
-3.18%
% of All Funds
8.2%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.17%
New
55
Increased
150
Reduced
219
Closed
66
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$22.1M
2
AWS
AJ Wealth Strategies
New York
$9.15M
3
Wells Fargo
Wells Fargo
California
$299M
4
ECM
ExodusPoint Capital Management
New York
$6.79M
5
Renaissance Technologies
Renaissance Technologies
New York
$7.93M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$71.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$20.2M
3
HI
Horizon Investments
North Carolina
$0
4
Bank of America
Bank of America
North Carolina
$783M
5
Ameriprise
Ameriprise
Minnesota
$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
201
StrategIQ Financial Group
Indiana
$815K -$9.75K -719 -1%
OPA
202
Old Port Advisors
Maine
$815K +$213K +15,777 +35%
HCM
203
Hilton Capital Management
New York
$813K -$3.35M -247,135 -80%
MC
204
Moors & Cabot
Massachusetts
$806K -$27K -1,992 -3%
AWS
205
Atria Wealth Solutions
New York
$785K +$785K +57,815 New
CG
206
Colony Group
Massachusetts
$778K -$627K -46,212 -45%
CSIA
207
Charles Schwab Investment Advisory
California
$778K +$778K +57,299 New
CA
208
Cetera Advisors
Colorado
$774K +$28.5K +2,099 +4%
TWM
209
Tradition Wealth Management
Minnesota
$762K -$81.9K -6,035 -10%
DADC
210
D.A. Davidson & Co
Montana
$759K -$57.2K -4,217 -7%
PA
211
PFG Advisors
Arizona
$752K -$40.2K -2,963 -5%
RFN
212
RDA Financial Network
Iowa
$751K -$279K -20,600 -27%
Millennium Management
213
Millennium Management
New York
$741K +$741K +54,635 New
Qube Research & Technologies (QRT)
214
Qube Research & Technologies (QRT)
United Kingdom
$732K +$355K +26,147 +94%
TA
215
TrueWealth Advisors
Alabama
$719K – – –
CAC
216
Certified Advisory Corp
Florida
$686K -$32.8K -2,419 -5%
OIA
217
OneDigital Investment Advisors
Kansas
$684K -$592K -43,638 -46%
CIC
218
Carnegie Investment Counsel
Ohio
$682K +$64.3K +4,741 +10%
CAG
219
Csenge Advisory Group
Florida
$677K -$268K -19,736 -28%
IBOK
220
Independence Bank of Kentucky
Kentucky
$671K -$398K -29,300 -37%
MIAN
221
Mariner Independent Advisor Network
Kansas
$670K +$9.86K +729 +1%
SB
222
Sunflower Bank
Texas
$664K – – –
LCM
223
Liberty Capital Management
Michigan
$648K +$648K +47,725 New
PPWM
224
Paragon Private Wealth Management
Kentucky
$644K -$33.5K -2,620 -5%
CIAS
225
Capital Investment Advisory Services
North Carolina
$634K +$101K +7,416 +19%
7 8
9
10 11