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Invesco Preferred ETF
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Overview Fund Activity

461 hedge funds and large institutions have $2.15B invested in Invesco Preferred ETF in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 143 increasing their positions, 164 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
6.67%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
53
Increased
143
Reduced
164
Closed
46
Calls
$445K
Puts
$1K
Net Calls
+$444K
Net Calls Change
+$280K

Top Buyers

1
SAMC
Spectrum Asset Management (Connecticut)
Connecticut
+$39.6M
2
AA
ACT Advisors
North Carolina
+$17.4M
3
OPAM
Ocean Park Asset Management
California
+$15.4M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$10.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$9.22M

Top Sellers

1
AWM
Apollon Wealth Management
South Carolina
-$25.8M
2
HNB
Huntington National Bank
Ohio
-$20.7M
3
Bessemer Group
Bessemer Group
New Jersey
-$19.9M
4
Cohen & Steers
Cohen & Steers
New York
-$9.94M
5
LPL Financial
LPL Financial
California
-$9.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
226
Apella Capital
Connecticut
$309K -$40.2K -3,237 -11%
AWA
227
Amplius Wealth Advisors
Pennsylvania
$306K – – –
PA
228
Pinnacle Associates
New York
$305K -$13.9K -1,211 -4%
KPWS
229
Kestra Private Wealth Services
Texas
$304K -$11.8K -952 -4%
OA
230
Oxbow Advisors
Texas
$303K +$25.3K +2,050 +9%
WBCM
231
Wilson & Boucher Capital Management
California
$301K -$9.88K -800 -3%
Envestnet Portfolio Solutions
232
Envestnet Portfolio Solutions
Illinois
$298K +$136K +10,994 +84%
BAM
233
Belpointe Asset Management
Nevada
$297K – – –
TW
234
TrinityPoint Wealth
Connecticut
$294K +$2.31K +187 +0.8%
AWM
235
Atticus Wealth Management
Florida
$294K +$3.2K +259 +1%
AGP
236
Autumn Glory Partners
Texas
$292K -$6.99K -566 -2%
PFT
237
Providence First Trust
Arizona
$290K +$37.1K +3,000 +15%
MFS
238
Madrona Financial Services
Washington
$287K – – –
MWM
239
Modern Wealth Management
Kansas
$284K +$284K +23,003 New
VFA
240
Valeo Financial Advisors
Indiana
$283K -$73.1K -5,920 -21%
FA
241
FF Advisors
California
$280K -$33.1K -2,660 -11%
SSW
242
Stone Summit Wealth
Florida
$280K -$13.9K -1,125 -5%
RFN
243
RDA Financial Network
Iowa
$279K – – –
GI
244
GAMMA Investing
California
$277K +$113K +9,118 +68%
LIA
245
LS Investment Advisors
Michigan
$277K – – –
TC
246
TownSquare Capital
Utah
$275K +$275K +22,297 New
PNC Financial Services Group
247
PNC Financial Services Group
Pennsylvania
$270K -$190K -15,409 -41%
KWA
248
Kingswood Wealth Advisors
California
$270K -$59.7K -4,799 -18%
KeyBank National Association
249
KeyBank National Association
Ohio
$269K -$877 -71 -0.3%
FUBT
250
First United Bank & Trust
Maryland
$263K -$50K -4,047 -16%
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