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Invesco Preferred ETF
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Overview Fund Activity

467 hedge funds and large institutions have $2.58B invested in Invesco Preferred ETF in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 143 increasing their positions, 162 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+6
Holders Change %
+1.3%
% of All Funds
6.22%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
65
Increased
143
Reduced
162
Closed
51
Calls
$633K
Puts
$202K
Net Calls
+$431K
Net Calls Change
-$13K

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$111M
2
Bank of America
Bank of America
North Carolina
+$94.6M
3
Cohen & Steers
Cohen & Steers
New York
+$57.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$27.2M
5
SAMC
Spectrum Asset Management (Connecticut)
Connecticut
+$26.1M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$19.9M
2
AA
ACT Advisors
North Carolina
-$17.4M
3
OPAM
Ocean Park Asset Management
California
-$15.4M
4
AF
Allworth Financial
California
-$12.6M
5
LOIP
Live Oak Investment Partners
Texas
-$7.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
RL
301
Rogco LP
Oklahoma
$145K – – –
BRWA
302
B. Riley Wealth Advisors
Florida
$144K -$93.9K -8,143 -40%
WSC
303
Wellington Shields & Co
New York
$143K – – –
FF
304
Farrell Financial
New York
$142K +$1.04K +90 +0.7%
FNBT
305
FineMark National Bank & Trust
Florida
$141K – – –
CPC
306
Cookson Peirce & Co
Pennsylvania
$140K – – –
KA
307
Kovack Advisors
Florida
$139K +$19.3K +1,672 +16%
EWA
308
EP Wealth Advisors
California
$139K +$139K +12,061 New
SOS
309
Silver Oak Securities
Tennessee
$137K +$3.44K +300 +3%
HP
310
Hilltop Partners
Indiana
$136K -$2.79K -242 -2%
UCFA
311
United Capital Financial Advisors
Texas
$136K +$92 +8 +0.1%
HIS
312
Harvest Investment Services
Illinois
$136K +$104 +9 +0.1%
USWIA
313
UP Strategic Wealth Investment Advisors
Pennsylvania
$136K -$27.8K -2,413 -17%
BRIA
314
Balanced Rock Investment Advisors
Massachusetts
$135K -$70.4K -6,108 -34%
JWCA
315
J.W. Cole Advisors
Florida
$133K -$30.1K -2,608 -18%
DAS
316
Dynamic Advisor Solutions
Arizona
$132K – – –
LF
317
Lantz Financial
Illinois
$131K -$34.6K -3,000 -21%
OPA
318
Old Port Advisors
Maine
$131K -$32.5K -2,823 -20%
EW
319
Elyxium Wealth
California
$130K – – –
CFS
320
Coordinated Financial Services
Colorado
$129K +$129K +11,201 New
PG
321
Prostatis Group
Maryland
$129K +$1.27K +110 +1%
MC
322
Moors & Cabot
Massachusetts
$128K -$6.27K -544 -5%
FAG
323
Fortitude Advisory Group
Washington
$128K -$32.4K -2,807 -20%
RG
324
Rathbones Group
United Kingdom
$127K – – –
BFG
325
Bleakley Financial Group
New Jersey
$126K -$1.02K -88 -0.8%
11 12
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