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Invesco Preferred ETF
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Overview Fund Activity

491 hedge funds and large institutions have $2.76B invested in Invesco Preferred ETF in 2022 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 134 increasing their positions, 202 reducing their positions, and 54 closing their positions.

Holders
491
Holders Change
+21
Holders Change %
+4.47%
% of All Funds
7.92%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
83
Increased
134
Reduced
202
Closed
54
Calls
$277K
Puts
$116K
Net Calls
+$161K
Net Calls Change
+$29K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$640M
2
Cohen & Steers
2
Cohen & Steers
New York
$19.5M
3
AF
3
Allworth Financial
California
$46.9M
4
SAMC
4
Spectrum Asset Management (Connecticut)
Connecticut
$25.7M
5
Cerity Partners
5
Cerity Partners
New York
$11.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$148M
2
AWA
2
Arete Wealth Advisors
Illinois
$799M
3
AA
3
Advisory Alpha
Michigan
$2.04M
4
UBS Group
4
UBS Group
Switzerland
$59M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$28.7M
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$799M 71,436 -4,044 -5%
Bank of America
2
Bank of America
North Carolina
$640M 57,289,724 +6,997,799 +14%
Wells Fargo
3
Wells Fargo
California
$148M 13,237,278 -7,878,697 -37%
Morgan Stanley
4
Morgan Stanley
New York
$128M 11,412,032 +172,922 +2%
Ameriprise
5
Ameriprise
Minnesota
$111M 9,986,360 +498,264 +5%
LPL Financial
6
LPL Financial
California
$66.6M 5,961,388 +203,563 +4%
UBS Group
7
UBS Group
Switzerland
$59M 5,278,419 -455,474 -8%
AF
8
Allworth Financial
California
$46.9M 4,193,748 +1,563,739 +59%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$38.5M 3,446,670 +522,877 +18%
HNB
10
Huntington National Bank
Ohio
– – – –
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$28.7M 2,454,597 -418,968 -15%
SAMC
12
Spectrum Asset Management (Connecticut)
Connecticut
$25.7M 2,295,453 +1,300,239 +131%
Osaic Holdings
13
Osaic Holdings
Arizona
$23.5M 2,103,999 +79,917 +4%
Cohen & Steers
14
Cohen & Steers
New York
$19.5M 1,740,056 +1,739,744 +557,610%
IFPG
15
Intrepid Financial Planning Group
Indiana
$15.2M 1,363,694 -38,797 -3%
ISB
16
Iowa State Bank
Iowa
$15M 1,341,360 +106,740 +9%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$15M 1,340,505 +959,462 +252%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$14.8M 1,326,523 -96,988 -7%
First Trust Advisors
19
First Trust Advisors
Illinois
$14.2M 1,272,578 +903,021 +244%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$13.9M 1,239,164 +621,387 +101%
MML Investors Services
21
MML Investors Services
Massachusetts
$13.5M 1,205,127 +37,313 +3%
Prudential Financial
22
Prudential Financial
New Jersey
$13.1M 1,169,590 -15,177 -1%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$13M 1,165,547 +191,184 +20%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$12.8M 1,143,530 +127,365 +13%
Principal Financial Group
25
Principal Financial Group
Iowa
$12.1M 1,083,869 +824,967 +319%
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