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Invesco Preferred ETF
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Overview Fund Activity

464 hedge funds and large institutions have $2B invested in Invesco Preferred ETF in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 145 increasing their positions, 191 reducing their positions, and 66 closing their positions.

Holders
464
Holders Change
-27
Holders Change %
-5.5%
% of All Funds
7.43%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
46
Increased
145
Reduced
191
Closed
66
Calls
$835K
Puts
$822K
Net Calls
+$13K
Net Calls Change
-$148K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$105M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$48.4M
3
Ameriprise
3
Ameriprise
Minnesota
$139M
4
AA
4
ACT Advisors
North Carolina
$14.6M
5
SA
5
Stonebridge Advisors
Connecticut
$12.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$601M
2
Cohen & Steers
2
Cohen & Steers
New York
$28K
3
Principal Financial Group
3
Principal Financial Group
Iowa
$1.99M
4
PA
4
Parkside Advisors
California
$0
5
Cerity Partners
5
Cerity Partners
New York
$4.35M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$601M 52,318,252 -4,971,472 -9%
Wells Fargo
2
Wells Fargo
California
$146M 12,707,663 -529,615 -4%
Ameriprise
3
Ameriprise
Minnesota
$139M 12,055,619 +2,069,259 +21%
Morgan Stanley
4
Morgan Stanley
New York
$133M 11,553,403 +141,371 +1%
LPL Financial
5
LPL Financial
California
$105M 9,179,765 +3,218,377 +54%
UBS Group
6
UBS Group
Switzerland
$58.8M 5,124,013 -154,406 -3%
AF
7
Allworth Financial
California
$51.2M 4,458,236 +264,488 +6%
First Trust Advisors
8
First Trust Advisors
Illinois
$48.4M 4,211,949 +2,939,371 +231%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$39.6M 3,448,879 +2,209 +0.1%
SAMC
10
Spectrum Asset Management (Connecticut)
Connecticut
$29.9M 2,600,964 +305,511 +13%
HNB
11
Huntington National Bank
Ohio
– – – –
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$27.1M 2,220,466 -234,131 -10%
Osaic Holdings
13
Osaic Holdings
Arizona
$23.6M 2,052,209 -51,790 -2%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$19.3M 1,678,740 +338,235 +25%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$17.7M 1,539,264 +373,717 +32%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$16.8M 1,460,927 +221,763 +18%
ISB
17
Iowa State Bank
Iowa
$16M 1,392,248 +50,888 +4%
IFPG
18
Intrepid Financial Planning Group
Indiana
$15.7M 1,363,733 +39 +0%
MML Investors Services
19
MML Investors Services
Massachusetts
$14.7M 1,284,556 +79,429 +7%
AA
20
ACT Advisors
North Carolina
$14.6M 1,271,028 +1,271,028 New
SA
21
Stonebridge Advisors
Connecticut
$12.7M 1,106,784 +1,106,784 New
AMG
22
Advisors Management Group
Wisconsin
$12.6M 1,093,645 +1,093,645 New
RJFSA
23
Raymond James Financial Services Advisors
Florida
$11.5M 1,005,671 +36,081 +4%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$11.4M 993,697 +4,371 +0.4%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$11.2M 975,963 -167,567 -15%
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