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Invesco Preferred ETF
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Overview Fund Activity

488 hedge funds and large institutions have $2.1B invested in Invesco Preferred ETF in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 182 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
7.08%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
55
Increased
150
Reduced
182
Closed
44
Calls
$164K
Puts
$42K
Net Calls
+$122K
Net Calls Change
+$84K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$147M
2
OPAM
2
Ocean Park Asset Management
California
$17.6M
3
AA
3
ACT Advisors
North Carolina
$16.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$10.3M
5
UBS Group
5
UBS Group
Switzerland
$61.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$94.6M
2
Bank of America
2
Bank of America
North Carolina
$605M
3
Cohen & Steers
3
Cohen & Steers
New York
$42.4M
4
HNB
4
Huntington National Bank
Ohio
$22.4M
5
Ameriprise
5
Ameriprise
Minnesota
$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
301
MKT Advisors
California
$199K -$23.8K -2,040 -11%
SSWM
302
Sheets Smith Wealth Management
North Carolina
$198K – – –
HCM
303
Highlander Capital Management
New Jersey
$197K – – –
VAS
304
Vestmark Advisory Solutions
Massachusetts
$193K -$1.01K -85 -0.5%
WCM
305
Whitener Capital Management
North Carolina
$192K -$3.48K -293 -2%
SWA
306
Sax Wealth Advisors
New Jersey
$191K – – –
JWCA
307
J.W. Cole Advisors
Florida
$187K +$748 +63 +0.4%
OPWM
308
Oxinas Partners Wealth Management
Indiana
$185K +$570 +48 +0.3%
NSIM
309
North Star Investment Management
Illinois
$184K +$1.02K +86 +0.6%
MC
310
Moors & Cabot
Massachusetts
$184K +$2.03K +171 +1%
IA
311
IFG Advisory
Georgia
$182K +$606 +51 +0.3%
GG
312
GenWealth Group
New Jersey
$179K – – –
NFSG
313
Newbridge Financial Services Group
Florida
$179K -$23.9K -2,015 -12%
ACA
314
Aptus Capital Advisors
Alabama
$179K +$1.46K +123 +0.8%
LFAS
315
Level Four Advisory Services
Texas
$177K – – –
BONH
316
Bank of New Hampshire
New Hampshire
$175K +$20.2K +1,700 +13%
M&T Bank
317
M&T Bank
New York
$175K -$5.94K -500 -3%
WCG
318
Weaver Consulting Group
California
$171K – – –
LF
319
Lantz Financial
Illinois
$171K – – –
CAP
320
Columbia Advisory Partners
Washington
$169K -$14K -1,179 -8%
WA
321
Wambolt & Associates
Colorado
$169K -$294K -24,752 -64%
HGERS
322
Householder Group Estate & Retirement Specialist
Arizona
$168K -$27K -2,274 -14%
PWMAG
323
Pinnacle Wealth Management Advisory Group
New Jersey
$166K -$18.2K -1,530 -10%
FAG
324
Fortitude Advisory Group
Washington
$165K +$165K +13,866 New
PFGIA
325
Patriot Financial Group Insurance Agency
Massachusetts
$165K +$165K +13,857 New
11 12
13
14 15