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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 %
MIA
251
MainStreet Investment Advisors
Illinois
$263K +$11.9K +962 +5%
AL
252
ACAS LLC
California
$262K +$889 +72 +0.3%
MPWT
253
MassMutual Private Wealth & Trust
Connecticut
$258K +$42.9K +3,475 +20%
MFG
254
Merit Financial Group
Georgia
$257K -$33.8K -2,736 -12%
BRWA
255
B. Riley Wealth Advisors
Florida
$255K -$3.27K -264 -1%
WIM
256
WealthPlan Investment Management
Nebraska
$254K -$23.4K -1,896 -8%
SWA
257
Sax Wealth Advisors
New Jersey
$253K +$36.4K +2,946 +17%
PCA
258
Prosperity Capital Advisors
Ohio
$251K +$251K +20,363 New
EW
259
Evoke Wealth
California
$245K +$245K +19,848 New
SW
260
SkyOak Wealth
Michigan
$244K – – –
CAC
261
Cowen and Company
New York
$243K +$243K +19,700 New
Koshinski Asset Management
262
Koshinski Asset Management
Illinois
$243K -$13.6K -1,104 -5%
SAM
263
SignalPoint Asset Management
Missouri
$240K – – –
MFGM
264
Marshall Financial Group (Maryland)
Maryland
$235K – – –
CAM
265
Cresset Asset Management
Illinois
$232K +$2.35K +190 +1%
AF
266
Advisornet Financial
Minnesota
$231K +$1.87K +151 +0.8%
IAG
267
Investmark Advisory Group
Connecticut
$226K +$432 +35 +0.2%
CIA
268
Concurrent Investment Advisors
Florida
$223K +$223K +18,054 New
RW
269
RVW Wealth
California
$222K – – –
BCWM
270
Bartlett & Co Wealth Management
Ohio
$221K +$141K +11,437 +177%
CIA
271
Capital Investment Advisors
Georgia
$220K +$1.05K +85 +0.5%
BRIA
272
Balanced Rock Investment Advisors
Massachusetts
$220K -$9.83K -796 -4%
Qube Research & Technologies (QRT)
273
Qube Research & Technologies (QRT)
United Kingdom
$220K +$220K +17,777 New
OMC
274
Old Mission Capital
Illinois
$218K +$218K +17,663 New
CPRC
275
Consolidated Portfolio Review Corp
New York
$216K – – –
9 10
11
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