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Invesco Preferred ETF
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Overview Fund Activity

462 hedge funds and large institutions have $1.99B invested in Invesco Preferred ETF in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 137 increasing their positions, 188 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
462
Holders Change
-26
Holders Change %
-5.33%
% of All Funds
6.72%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
35
Increased
137
Reduced
188
Closed
53
Calls
$166K
Puts
$2K
Net Calls
+$164K
Net Calls Change
+$42K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$46.6M
2
AWM
Apollon Wealth Management
South Carolina
+$26.9M
3
LPL Financial
LPL Financial
California
+$13.8M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$5.28M
5
Morgan Stanley
Morgan Stanley
New York
+$4.3M

Top Sellers

1
SAMC
Spectrum Asset Management (Connecticut)
Connecticut
-$37.2M
2
Ameriprise
Ameriprise
Minnesota
-$37M
3
Cohen & Steers
Cohen & Steers
New York
-$30.4M
4
HNB
Huntington National Bank
Ohio
-$22.4M
5
OPAM
Ocean Park Asset Management
California
-$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
226
Gladstone Institutional Advisory
Florida
$296K +$140K +12,149 +90%
KPWS
227
Kestra Private Wealth Services
Texas
$296K -$4.93K -427 -2%
SBIA
228
Sheaff Brock Investment Advisors
Indiana
$294K – – –
FUBT
229
First United Bank & Trust
Maryland
$293K -$2.04K -177 -0.7%
CAG
230
Csenge Advisory Group
Florida
$291K -$2.28K -197 -0.8%
FA
231
FF Advisors
California
$291K – – –
WBCM
232
Wilson & Boucher Capital Management
California
$291K – – –
MFG
233
MidWestOne Financial Group
Iowa
$289K – – –
AWA
234
Amplius Wealth Advisors
Pennsylvania
$286K – – –
AGP
235
Autumn Glory Partners
Texas
$279K – – –
BAM
236
Belpointe Asset Management
Nevada
$278K +$3.4K +294 +1%
ORC
237
O'Rourke & Company
Massachusetts
$277K -$1.85M -160,189 -87%
SSW
238
Stone Summit Wealth
Florida
$275K -$66.4K -5,750 -19%
TW
239
TrinityPoint Wealth
Connecticut
$273K +$2.11K +183 +0.8%
MFG
240
Merit Financial Group
Georgia
$272K -$19.1K -1,655 -7%
AWM
241
Atticus Wealth Management
Florida
$272K -$13K -1,123 -5%
MFS
242
Madrona Financial Services
Washington
$269K -$52.4K -4,533 -16%
FTS
243
Fifth Third Securities
Ohio
$262K -$1.01M -87,134 -79%
RFN
244
RDA Financial Network
Iowa
$261K -$92.9K -8,045 -26%
RJT
245
Raymond James Trust
Florida
$260K -$4.04K -350 -2%
WIM
246
WealthPlan Investment Management
Nebraska
$260K -$11.3K -979 -4%
OA
247
Oxbow Advisors
Texas
$260K +$13.8K +1,199 +6%
LIA
248
LS Investment Advisors
Michigan
$259K +$51K +4,415 +25%
KeyBank National Association
249
KeyBank National Association
Ohio
$253K -$18.2K -1,579 -7%
PA
250
Perennial Advisors
New York
$247K – – –
8 9
10
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