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Invesco Preferred ETF
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Overview Fund Activity

535 hedge funds and large institutions have $3.36B invested in Invesco Preferred ETF in 2021 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 187 increasing their positions, 167 reducing their positions, and 55 closing their positions.

Holders
535
Holders Change
+33
Holders Change %
+6.57%
% of All Funds
8.26%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.23%
New
94
Increased
187
Reduced
167
Closed
55
Calls
$732K
Puts
–
Net Calls
+$732K
Net Calls Change
+$732K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$886M
2
DHFB
2
Dixon Hubard Feinour & Brown
Virginia
$11.5M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$77.6M
4
Ameriprise
4
Ameriprise
Minnesota
$144M
5
William Blair & Company
5
William Blair & Company
Illinois
$11.2M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$0
2
HNB
2
Huntington National Bank
Ohio
$122M
3
HI
3
Harbour Investments
Wisconsin
$399K
4
PI
4
PFS Investments
Georgia
$14.8M
5
HI
5
Horizon Investments
North Carolina
$23M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$886M 59,062,294 +6,618,701 +13%
Wells Fargo
2
Wells Fargo
California
$323M 21,540,723 -242,767 -1%
Morgan Stanley
3
Morgan Stanley
New York
$215M 14,360,027 +234,580 +2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$173M 11,548,824 +37,419 +0.3%
Ameriprise
5
Ameriprise
Minnesota
$144M 9,605,761 +612,544 +7%
LPL Financial
6
LPL Financial
California
$128M 8,520,697 +266,861 +3%
HNB
7
Huntington National Bank
Ohio
– – -104,509 Closed
UBS Group
8
UBS Group
Switzerland
$97.8M 6,520,020 +10,166 +0.2%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$77.6M 5,188,801 +638,786 +14%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$53M 3,533,990 -254,608 -7%
AA
11
Advisory Alpha
Michigan
$41M 2,731,289 +357,857 +15%
Osaic Holdings
12
Osaic Holdings
Arizona
$40.3M 2,686,575 -241,104 -8%
AF
13
Allworth Financial
California
$25.2M 1,677,223 +462,602 +38%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$23.4M 1,558,161 +45,888 +3%
HI
15
Horizon Investments
North Carolina
$23M 1,542,056 -821,494 -35%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$22.5M 1,499,358 +73,885 +5%
KIA
17
KCM Investment Advisors
California
$20M 1,332,370 -29,077 -2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$19.4M 1,296,223 -718,008 -36%
MML Investors Services
19
MML Investors Services
Massachusetts
$18.5M 1,232,128 +16,371 +1%
ISB
20
Iowa State Bank
Iowa
$16.9M 1,124,593 +166,084 +17%
Stifel Financial
21
Stifel Financial
Missouri
$16.7M 1,110,476 +67,139 +6%
Prudential Financial
22
Prudential Financial
New Jersey
$15.5M 1,024,489 -33,667 -3%
CAM
23
Cresset Asset Management
Illinois
$15.2M 1,015,927 -6,569 -0.6%
PI
24
PFS Investments
Georgia
$14.8M 986,328 -856,087 -46%
CCM
25
Covington Capital Management
California
$14.6M 972,617 +13,611 +1%
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