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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 %
MPWT
276
MassMutual Private Wealth & Trust
Connecticut
$201K – – –
HH
277
Hilltop Holdings
Texas
$197K -$20.3K -1,758 -9%
EA
278
Eclectic Associates
California
$194K +$42.3K +3,664 +28%
MA
279
MKT Advisors
California
$187K -$11K -950 -6%
CFO
280
CVA Family Office
Colorado
$184K -$18.7K -1,621 -9%
ASN
281
Advisory Services Network
Georgia
$182K -$136K -11,776 -43%
JWCA
282
J.W. Cole Advisors
Florida
$182K +$23 +2 +0%
GG
283
GenWealth Group
New Jersey
$174K – – –
BPA
284
Beacon Pointe Advisors
California
$173K -$479K -41,447 -73%
SWA
285
Stratos Wealth Advisors
Ohio
$172K +$25.1K +2,170 +17%
IA
286
IFG Advisory
Georgia
$170K -$6.23K -539 -4%
PWMAG
287
Pinnacle Wealth Management Advisory Group
New Jersey
$168K +$6.46K +559 +4%
HP
288
Hilltop Partners
Indiana
$167K -$43.5K -3,767 -21%
WCG
289
Weaver Consulting Group
California
$166K – – –
LF
290
Lantz Financial
Illinois
$166K – – –
USWIA
291
UP Strategic Wealth Investment Advisors
Pennsylvania
$164K +$26.2K +2,271 +19%
PFGIA
292
Patriot Financial Group Insurance Agency
Massachusetts
$161K +$1.11K +96 +0.7%
GSEP
293
Golden State Equity Partners
California
$161K +$161K +13,903 New
FAG
294
Fortitude Advisory Group
Washington
$160K +$12 +1 +0%
BONH
295
Bank of New Hampshire
New Hampshire
$159K -$11K -950 -6%
WCM
296
Whitener Capital Management
North Carolina
$159K -$28K -2,420 -15%
SSWM
297
Sheets Smith Wealth Management
North Carolina
$158K -$34.7K -3,000 -18%
UCB
298
United Community Bank
South Carolina
$157K +$5.79K +501 +4%
MGIA
299
Matthew Goff Investment Advisor
Texas
$155K – – –
CAP
300
Columbia Advisory Partners
Washington
$155K -$9.91K -858 -6%
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