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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 %
JWCA
301
J.W. Cole Advisors
Florida
$175K -$19.4K -1,574 -10%
FAG
302
Fortitude Advisory Group
Washington
$171K +$25 +2 +0%
SSWM
303
Sheets Smith Wealth Management
North Carolina
$169K – – –
UCB
304
United Community Bank
South Carolina
$168K – – –
WCG
305
Weaver Consulting Group
California
$168K -$10.2K -824 -6%
MGIA
306
Matthew Goff Investment Advisor
Texas
$166K – – –
US Bancorp
307
US Bancorp
Minnesota
$164K – – –
HGERS
308
Householder Group Estate & Retirement Specialist
Arizona
$159K -$3.46K -281 -2%
RL
309
Rogco LP
Oklahoma
$156K – – –
BPA
310
Beacon Pointe Advisors
California
$155K -$30K -2,431 -16%
WSC
311
Wellington Shields & Co
New York
$154K – – –
FF
312
Farrell Financial
New York
$151K +$2.22K +180 +1%
FCA
313
FinTrust Capital Advisors
South Carolina
$151K – – –
FNBT
314
FineMark National Bank & Trust
Florida
$151K -$2.54K -206 -2%
CPC
315
Cookson Peirce & Co
Pennsylvania
$149K – – –
MA
316
MKT Advisors
California
$149K -$50.9K -4,100 -25%
HP
317
Hilltop Partners
Indiana
$149K -$29.5K -2,391 -17%
AWA
318
Arkadios Wealth Advisors
Georgia
$147K +$902 +73 +0.6%
CPP
319
Capasso Planning Partners
South Carolina
$146K -$94.1K -7,622 -39%
UCFA
320
United Capital Financial Advisors
Texas
$146K -$3.45K -279 -2%
HIS
321
Harvest Investment Services
Illinois
$145K +$145K +11,781 New
SOS
322
Silver Oak Securities
Tennessee
$144K – – –
MC
323
Moors & Cabot
Massachusetts
$144K -$2.79K -226 -2%
DAS
324
Dynamic Advisor Solutions
Arizona
$142K -$247 -20 -0.2%
B
325
Bensler
Washington
$141K -$12.1K -977 -8%
11 12
13
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