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Invesco Preferred ETF
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Overview Fund Activity

493 hedge funds and large institutions have $2.15B invested in Invesco Preferred ETF in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 128 increasing their positions, 216 reducing their positions, and 68 closing their positions.

Holders
493
Holders Change
-25
Holders Change %
-4.83%
% of All Funds
8.34%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.22%
New
48
Increased
128
Reduced
216
Closed
68
Calls
$795K
Puts
–
Net Calls
+$795K
Net Calls Change
+$795K

Top Buyers

1
IFPG
1
Intrepid Financial Planning Group
Indiana
$16.3M
2
Ameriprise
2
Ameriprise
Minnesota
$113M
3
JF
3
Joule Financial
Kentucky
$8.25M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$11.8M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$16.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$624M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$47.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$136M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$0
5
LPL Financial
5
LPL Financial
California
$80.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$624M 50,594,345 -7,106,138 -12%
Wells Fargo
2
Wells Fargo
California
$263M 21,287,274 -777,261 -4%
Morgan Stanley
3
Morgan Stanley
New York
$136M 11,032,050 -3,069,665 -22%
Ameriprise
4
Ameriprise
Minnesota
$113M 9,200,300 +843,067 +10%
LPL Financial
5
LPL Financial
California
$80.5M 6,525,241 -1,056,062 -14%
UBS Group
6
UBS Group
Switzerland
$73.6M 5,962,767 -98,979 -2%
HNB
7
Huntington National Bank
Ohio
– – – –
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$47.1M 3,813,255 -6,837,009 -64%
AA
9
Advisory Alpha
Michigan
$37.3M 3,023,688 -11,509 -0.4%
AF
10
Allworth Financial
California
$25.5M 2,062,675 +204,716 +11%
Osaic Holdings
11
Osaic Holdings
Arizona
$24.1M 1,954,549 -65,699 -3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$18.5M 1,495,220 -19,664 -1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$17.2M 1,394,158 -96,068 -6%
IFPG
14
Intrepid Financial Planning Group
Indiana
$16.3M 1,323,454 +1,323,454 New
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$16.3M 1,318,160 +604,176 +85%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$15.3M 1,240,640 -62,982 -5%
ISB
17
Iowa State Bank
Iowa
$15.1M 1,222,231 +23,594 +2%
KIA
18
KCM Investment Advisors
California
$15M 1,214,313 -53,365 -4%
Prudential Financial
19
Prudential Financial
New Jersey
$14.6M 1,184,788 +35,612 +3%
MML Investors Services
20
MML Investors Services
Massachusetts
$14.2M 1,147,208 -267,393 -19%
CCM
21
Covington Capital Management
California
$13.1M 1,057,725 -14,010 -1%
CCA
22
Checchi Capital Advisers
California
$12.9M 987,064 +117,228 +13%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$12.8M 1,039,116 +6,087 +0.6%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$11.8M 954,031 +629,721 +194%
PA
25
Parkside Advisors
California
$11.1M 897,217 +13,173 +1%
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