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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 %
CPL
276
CAP Partners LLC
Tennessee
$214K -$3K -243 -1%
JF
277
Joule Financial
Kentucky
$213K -$5.69K -461 -3%
RJT
278
Raymond James Trust
Florida
$212K -$66.6K -5,396 -24%
EA
279
Eclectic Associates
California
$210K +$3.01K +244 +1%
DAS
280
Diversify Advisory Services
Utah
$210K +$60K +4,867 +40%
IWM
281
IHT Wealth Management
Illinois
$205K -$1.48M -119,996 -88%
CLA
282
Carnegie Lake Advisors
New Jersey
$204K +$204K +16,552 New
BFAG
283
Blackston Financial Advisory Group
Florida
$199K +$199K +16,095 New
CFO
284
CVA Family Office
Colorado
$199K +$2.27K +184 +1%
PFGIA
285
Patriot Financial Group Insurance Agency
Massachusetts
$198K +$25.9K +2,094 +15%
PP
286
Prudential plc
United Kingdom
$198K -$296K -24,000 -60%
TSWM
287
Tyler-Stone Wealth Management
Ohio
$195K +$98.4K +7,967 +101%
SC
288
Sierra Capital
Florida
$189K -$164K -13,300 -46%
PWMAG
289
Pinnacle Wealth Management Advisory Group
New Jersey
$188K +$8.6K +696 +5%
ORC
290
O'Rourke & Company
Massachusetts
$186K -$110K -8,924 -37%
CAP
291
Columbia Advisory Partners
Washington
$186K +$20.7K +1,673 +12%
GG
292
GenWealth Group
New Jersey
$186K – – –
PFP
293
Pinnacle Financial Partners
Tennessee
$185K +$185K +15,000 New
HH
294
Hilltop Holdings
Texas
$185K -$25.2K -2,042 -12%
IA
295
IFG Advisory
Georgia
$182K +$111 +9 +0.1%
ASN
296
Advisory Services Network
Georgia
$182K – – –
LF
297
Lantz Financial
Illinois
$177K – – –
FI
298
Financial Insights
Washington
$175K +$175K +14,200 New
USWIA
299
UP Strategic Wealth Investment Advisors
Pennsylvania
$175K – – –
OPA
300
Old Port Advisors
Maine
$175K -$42.1K -3,410 -19%
10 11
12
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