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Invesco Preferred ETF

472 hedge funds and large institutions have $2.09B invested in Invesco Preferred ETF in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 168 increasing their positions, 173 reducing their positions, and 35 closing their positions.

Holders
472
Holders Change
+2
Holders Change %
+0.43%
% of All Funds
7.53%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
45
Increased
168
Reduced
173
Closed
35
Calls
$1.51M
Puts
$287K
Net Calls
+$1.22M
Net Calls Change
+$1.53M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$645M 58,911,009 +4,889,697 +9%
Wells Fargo
2
Wells Fargo
California
$169M 15,431,974 +1,282,739 +9%
LPL Financial
3
LPL Financial
California
$160M 14,641,628 +1,587,869 +12%
Ameriprise
4
Ameriprise
Minnesota
$125M 11,354,319 -1,139,197 -9%
Morgan Stanley
5
Morgan Stanley
New York
$104M 9,467,239 -614,604 -6%
UBS Group
6
UBS Group
Switzerland
$55.9M 5,106,782 -168,631 -3%
Bessemer Group
7
Bessemer Group
New Jersey
$55.7M 5,091,215
AF
8
Allworth Financial
California
$38.3M 3,495,425 -83,322 -2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$37.4M 3,415,587 -61,342 -2%
SAMC
10
Spectrum Asset Management (Connecticut)
Connecticut
$31.1M 2,836,727 +289,503 +11%
Osaic Holdings
11
Osaic Holdings
Arizona
$30M 2,736,346 +367,097 +15%
HNB
12
Huntington National Bank
Ohio
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$22.6M 2,061,016 -1,219 -0.1%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$18.9M 1,723,374 -125,055 -7%
SA
15
Stonebridge Advisors
Connecticut
$18.2M 1,666,310 -198,853 -11%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$16.9M 1,509,762 -647,364 -30%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$16.8M 1,538,789 -60,422 -4%
ISB
18
Iowa State Bank
Iowa
$15.7M 1,436,882 +14,229 +1%
IFPG
19
Intrepid Financial Planning Group
Indiana
$14.4M 1,312,135 -24,489 -2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$14.2M 1,294,210 -84,443 -6%
AMG
21
Advisors Management Group
Wisconsin
$12.2M 1,116,694 +14,201 +1%
APP
22
Avantax Planning Partners
Iowa
$11.8M 1,081,268 +158,737 +17%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$11.7M 1,069,063 -441,411 -29%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$10.8M 988,296 -65,761 -6%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$10.7M 977,728 -4,383 -0.4%