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Invesco Preferred ETF
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Overview Fund Activity

470 hedge funds and large institutions have $2.1B invested in Invesco Preferred ETF in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 172 increasing their positions, 158 reducing their positions, and 41 closing their positions.

Holders
470
Holders Change
+6
Holders Change %
+1.29%
% of All Funds
7.41%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
54
Increased
172
Reduced
158
Closed
41
Calls
$475K
Puts
$784K
Net Calls
-$309K
Net Calls Change
-$322K

Top Buyers

1
Bessemer Group
1
Bessemer Group
New Jersey
$57.9M
2
LPL Financial
2
LPL Financial
California
$148M
3
Bank of America
3
Bank of America
North Carolina
$614M
4
Wells Fargo
4
Wells Fargo
California
$161M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$23.4M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$1.77M
2
Morgan Stanley
2
Morgan Stanley
New York
$115M
3
AA
3
ACT Advisors
North Carolina
$0
4
AF
4
Allworth Financial
California
$40.7M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$7.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$614M 54,021,312 +1,703,060 +3%
Wells Fargo
2
Wells Fargo
California
$161M 14,149,235 +1,441,572 +11%
LPL Financial
3
LPL Financial
California
$148M 13,053,759 +3,873,994 +42%
Ameriprise
4
Ameriprise
Minnesota
$142M 12,493,516 +437,897 +4%
Morgan Stanley
5
Morgan Stanley
New York
$115M 10,081,843 -1,471,560 -13%
UBS Group
6
UBS Group
Switzerland
$60M 5,275,413 +151,400 +3%
Bessemer Group
7
Bessemer Group
New Jersey
$57.9M 5,091,215 +5,091,215 New
AF
8
Allworth Financial
California
$40.7M 3,578,747 -879,489 -20%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$39.5M 3,476,929 +28,050 +0.8%
SAMC
10
Spectrum Asset Management (Connecticut)
Connecticut
$29M 2,547,224 -53,740 -2%
HNB
11
Huntington National Bank
Ohio
– – – –
Osaic Holdings
12
Osaic Holdings
Arizona
$26.9M 2,369,249 +317,040 +15%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$24.5M 2,157,126 -63,340 -3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$23.4M 2,062,235 +1,068,538 +108%
SA
15
Stonebridge Advisors
Connecticut
$21.2M 1,865,163 +758,379 +69%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$21M 1,848,429 +169,689 +10%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$18.2M 1,599,211 +59,947 +4%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$17.2M 1,510,474 +49,547 +3%
ISB
19
Iowa State Bank
Iowa
$16.2M 1,422,653 +30,405 +2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$15.7M 1,378,653 +27,891 +2%
IFPG
21
Intrepid Financial Planning Group
Indiana
$15.2M 1,336,624 -27,109 -2%
AMG
22
Advisors Management Group
Wisconsin
$12.5M 1,102,493 +8,848 +0.8%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$12M 1,054,057 +48,386 +5%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$11.2M 982,111 +6,148 +0.6%
APP
25
Avantax Planning Partners
Iowa
$10.5M 922,531 +15,648 +2%
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