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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
$43.3M
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
$11.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$22.1M

Top Sellers

1
AWM
Apollon Wealth Management
South Carolina
$4.33M
2
HNB
Huntington National Bank
Ohio
$19.9M
3
Bessemer Group
Bessemer Group
New Jersey
$43M
4
Cohen & Steers
Cohen & Steers
New York
$2K
5
LPL Financial
LPL Financial
California
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
351
UMB Bank
Missouri
$103K – – –
SAM
352
S.A. Mason
Michigan
$101K – – –
CWM
353
Consultiva Wealth Management
Puerto Rico
$99.9K – – –
RFA
354
Register Financial Advisors
Georgia
$93.7K +$556 +45 +0.6%
MSG
355
Main Street Group
Virginia
$88.8K +$62 +5 +0.1%
PA
356
Parallel Advisors
California
$85.8K +$753 +61 +0.9%
NB
357
NBT Bank
New York
$85.2K +$85.2K +6,900 New
BAM
358
Bellevue Asset Management
Washington
$83.7K +$62 +5 +0.1%
RF
359
Robbins Farley
New Hampshire
$83.3K +$5.26K +426 +7%
RPCA
360
Running Point Capital Advisors
California
$83K – – –
PCM
361
Palouse Capital Management
Washington
$82.9K -$2.25K -182 -3%
BSB
362
Bangor Savings Bank
Maine
$80.3K – – –
CIAS
363
Capital Investment Advisory Services
North Carolina
$79.1K +$62 +5 +0.1%
CHA
364
Carmichael Hill & Associates
Maryland
$72K – – –
Citigroup
365
Citigroup
New York
$68.9K +$68.8K +5,573 +139,325%
JIP
366
Jaffetilchin Investment Partners
Florida
$56.2K +$56.2K +4,552 New
HI
367
Harbour Investments
Wisconsin
$55.1K -$235 -19 -0.4%
PSB
368
Piscataqua Savings Bank
New Hampshire
$54.7K -$9.72K -787 -15%
CWM
369
Cedar Wealth Management
California
$54.7K – – –
BCM
370
Basso Capital Management
Connecticut
$52.6K -$74.9K -6,061 -59%
PFSC
371
Peoples Financial Services Corp
Pennsylvania
$49.4K – – –
SAM
372
Smartleaf Asset Management
Massachusetts
$49K +$48.9K +3,932 +49,150%
HWA
373
HHM Wealth Advisors
Tennessee
$48.8K +$30.3K +2,454 +164%
AWM
374
Avior Wealth Management
Nebraska
$46.7K -$5.22K -433 -10%
SWM
375
Spire Wealth Management
Virginia
$46K -$1.63K -132 -3%
13 14
15
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