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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 %
EW
326
Elyxium Wealth
California
$140K +$140K +11,296 New
SF
327
Synovus Financial
Georgia
$138K +$138K +11,195 New
RWIA
328
Roger Wittlin Investment Advisory
California
$137K +$1.98K +160 +1%
QC
329
Quadrature Capital
United Kingdom
$137K +$704 +57 +0.5%
PG
330
Prostatis Group
Maryland
$137K +$12 +1 +0%
NSIM
331
North Star Investment Management
Illinois
$136K +$1.09K +88 +0.8%
RG
332
Rathbones Group
United Kingdom
$136K – – –
DSC
333
Duncker Streett & Co
Missouri
$136K – – –
BFG
334
Bleakley Financial Group
New Jersey
$136K – – –
BONH
335
Bank of New Hampshire
New Hampshire
$133K -$37.1K -3,000 -22%
SWA
336
Stratos Wealth Advisors
Ohio
$131K -$52.2K -4,223 -28%
ACM
337
AlphaStar Capital Management
North Carolina
$130K +$130K +10,529 New
CHJWM
338
Carlton Hofferkamp & Jenks Wealth Management
Texas
$130K – – –
BC
339
Burney Company
Virginia
$129K – – –
KA
340
Kovack Advisors
Florida
$129K -$22K -1,782 -15%
WB
341
WesBanco Bank
West Virginia
$128K – – –
CA
342
Calton & Associates
Florida
$128K +$128K +10,368 New
Vontobel Holding
343
Vontobel Holding
Switzerland
$127K – – –
BEI
344
Benjamin Edwards Inc
Missouri
$127K +$127K +10,242 New
CIA
345
Cladis Investment Advisory
Montana
$126K – – –
EIP
346
Ellis Investment Partners
Pennsylvania
$124K +$124K +10,028 New
CWS
347
Cypress Wealth Services
California
$124K – – –
MWM
348
Mattern Wealth Management
Kansas
$124K – – –
OFS
349
Orrstown Financial Services
Pennsylvania
$124K +$124K +10,000 New
GJIA
350
Glass Jacobson Investment Advisors
Maryland
$118K -$8.4K -680 -7%
12 13
14
15 16