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Invesco Preferred ETF
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Overview Fund Activity

470 hedge funds and large institutions have $1.99B invested in Invesco Preferred ETF in 2022 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 131 increasing their positions, 190 reducing their positions, and 60 closing their positions.

Holders
470
Holders Change
-23
Holders Change %
-4.67%
% of All Funds
8.13%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
43
Increased
131
Reduced
190
Closed
60
Calls
$397K
Puts
$265K
Net Calls
+$132K
Net Calls Change
-$663K

Top Buyers

1
AF
1
Allworth Financial
California
$31.2M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$4.39M
3
Jane Street
3
Jane Street
New York
$3.67M
4
Ameriprise
4
Ameriprise
Minnesota
$113M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$7.34M

Top Sellers

1
AA
1
Advisory Alpha
Michigan
$16.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$34.7M
3
LPL Financial
3
LPL Financial
California
$68.4M
4
CCA
4
Checchi Capital Advisers
California
$4.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$11.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$597M 50,291,925 -302,420 -0.6%
Wells Fargo
2
Wells Fargo
California
$251M 21,115,975 -171,299 -0.8%
Morgan Stanley
3
Morgan Stanley
New York
$134M 11,239,110 +207,060 +2%
Ameriprise
4
Ameriprise
Minnesota
$113M 9,488,096 +287,796 +3%
LPL Financial
5
LPL Financial
California
$68.4M 5,757,825 -767,416 -12%
UBS Group
6
UBS Group
Switzerland
$68.1M 5,733,893 -228,874 -4%
HNB
7
Huntington National Bank
Ohio
– – – –
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$34.7M 2,923,793 -889,462 -23%
AF
9
Allworth Financial
California
$31.2M 2,630,009 +567,334 +28%
Osaic Holdings
10
Osaic Holdings
Arizona
$24M 2,024,082 +69,533 +4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$16.9M 1,423,511 -71,709 -5%
AA
12
Advisory Alpha
Michigan
$16.9M 1,420,862 -1,602,826 -53%
IFPG
13
Intrepid Financial Planning Group
Indiana
$16.7M 1,402,491 +79,037 +6%
ISB
14
Iowa State Bank
Iowa
$14.7M 1,234,620 +12,389 +1%
Prudential Financial
15
Prudential Financial
New Jersey
$14.1M 1,184,767 -21 -0%
MML Investors Services
16
MML Investors Services
Massachusetts
$13.9M 1,167,814 +20,606 +2%
CCM
17
Covington Capital Management
California
$12.6M 1,061,804 +4,079 +0.4%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$12.2M 1,030,610 -210,030 -17%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$12.1M 1,016,165 -22,951 -2%
SAMC
20
Spectrum Asset Management (Connecticut)
Connecticut
$11.8M 995,214 +100,519 +11%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$11.6M 974,363 -343,797 -26%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$11.3M 951,443 -2,588 -0.3%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$11.3M 951,030 -443,128 -32%
PA
24
Parkside Advisors
California
$11.1M 935,705 +38,488 +4%
KIA
25
KCM Investment Advisors
California
$11M 928,468 -285,845 -24%
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