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Invesco Preferred ETF
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Overview Fund Activity

472 hedge funds and large institutions have $2.09B invested in Invesco Preferred ETF in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 168 increasing their positions, 173 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
+2
Holders Change %
+0.43%
% of All Funds
7.53%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
45
Increased
168
Reduced
173
Closed
35
Calls
$1.51M
Puts
$287K
Net Calls
+$1.22M
Net Calls Change
+$1.53M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$53.5M
2
LPL Financial
LPL Financial
California
+$17.4M
3
Wells Fargo
Wells Fargo
California
+$14M
4
GBWM
Granite Bay Wealth Management
New Hampshire
+$10M
5
Osaic Holdings
Osaic Holdings
Arizona
+$4.02M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$27.8M
2
Ameriprise
Ameriprise
Minnesota
-$12.5M
3
Cohen & Steers
Cohen & Steers
New York
-$7.75M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$7.24M
5
Morgan Stanley
Morgan Stanley
New York
-$6.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCB
201
United Community Bank
South Carolina
$420K -$12.2K -1,110 -3%
Citigroup
202
Citigroup
New York
$417K +$35.1K +3,202 +9%
MCC
203
Money Concepts Capital
Florida
$416K -$78.4K -7,159 -16%
RFN
204
RDA Financial Network
Iowa
$411K -$29.6K -2,700 -7%
PIMG
205
Patriot Investment Management Group
Tennessee
$409K -$635K -57,949 -61%
DI
206
Disciplined Investments
Oklahoma
$406K +$6.42K +586 +2%
GLA
207
Good Life Advisors
Pennsylvania
$399K +$193K +17,639 +94%
NAG
208
Northstar Advisory Group
New Jersey
$394K +$7.84K +716 +2%
TSS
209
Two Sigma Securities
New York
$385K -$6.86K -626 -2%
AT
210
American Trust
Kentucky
$379K +$3.01K +275 +0.8%
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$367K -$2.42K -221 -0.7%
AC
212
Apella Capital
Connecticut
$366K +$3.64K +332 +1%
PSB
213
Piscataqua Savings Bank
New Hampshire
$361K -$1.13M -103,587 -76%
MFS
214
Madrona Financial Services
Washington
$361K -$5.04K -460 -1%
ASN
215
Advisory Services Network
Georgia
$355K -$25.4K -2,318 -7%
BWM
216
BCS Wealth Management
Tennessee
$354K -$35.9K -3,273 -9%
CB
217
Commerce Bank
Missouri
$347K +$33.5K +3,057 +11%
PFS
218
Prospera Financial Services
Texas
$345K +$19.3K +1,763 +6%
FHA
219
First Horizon Advisors
Tennessee
$343K -$75.8K -6,920 -18%
AWA
220
Arete Wealth Advisors
Illinois
$341K -$404K -36,872 -54%
CSPIA
221
Cary Street Partners Investment Advisory
Virginia
$334K +$112K +10,200 +50%
EW
222
Evoke Wealth
California
$332K +$115K +10,468 +53%
ACA
223
Atlas Capital Advisors
Wyoming
$329K -$71.3K -6,510 -18%
CF
224
Clarity Financial
Texas
$329K -$318 -29 -0.1%
Bank Julius Baer & Co
225
Bank Julius Baer & Co
Switzerland
$324K +$9.82K +897 +3%
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