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Invesco Preferred ETF
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Overview Fund Activity

489 hedge funds and large institutions have $2.22B invested in Invesco Preferred ETF in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 117 increasing their positions, 215 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
489
Holders Change
+17
Holders Change %
+3.6%
% of All Funds
7.17%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
73
Increased
117
Reduced
215
Closed
48
Calls
$111K
Puts
$73K
Net Calls
+$38K
Net Calls Change
-$1.18M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$194M
2
Cohen & Steers
Cohen & Steers
New York
$76.9M
3
SAMC
Spectrum Asset Management (Connecticut)
Connecticut
$42.4M
4
GS
GTS Securities
New York
$9.41M
5
TLP
Trinity Legacy Partners
Texas
$8.39M

Top Sellers

1
LPL Financial
LPL Financial
California
$123M
2
HNB
Huntington National Bank
Ohio
$22.7M
3
Bank of America
Bank of America
North Carolina
$653M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$11M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
$5.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
376
Parallel Advisors
California
$109K -$107K -9,313 -50%
UB
377
UMB Bank
Missouri
$104K +$104K +9,033 New
CIAS
378
Capital Investment Advisory Services
North Carolina
$97.1K +$11.5K +1,003 +13%
AWM
379
Avior Wealth Management
Nebraska
$95.4K -$65.7K -5,787 -41%
SAM
380
S.A. Mason
Michigan
$95.3K – – –
WSCM
381
Wellington Shields Capital Management
New York
$93.2K +$401 +35 +0.4%
TRCT
382
Tower Research Capital (TRC)
New York
$90K +$63.5K +5,532 +239%
TSWM
383
Tyler-Stone Wealth Management
Ohio
$89.6K +$746 +65 +0.8%
PSB
384
Piscataqua Savings Bank
New Hampshire
$85.7K -$292K -25,500 -77%
HT
385
Headlands Technologies
Illinois
$83.5K +$73.2K +6,382 +712%
RF
386
Robbins Farley
New Hampshire
$83K – – –
BAM
387
Bellevue Asset Management
Washington
$77.6K -$1.85K -161 -2%
RPCA
388
Running Point Capital Advisors
California
$77.1K -$25.4K -2,212 -25%
BSB
389
Bangor Savings Bank
Maine
$74.6K – – –
BCWM
390
Bartlett & Co Wealth Management
Ohio
$74.4K – – –
BC
391
Bartlett & Co
Ohio
$74K – – –
CFGS
392
Concourse Financial Group Securities
Alabama
$69.7K +$7.46K +650 +12%
TCA
393
Trifecta Capital Advisors
Illinois
$68.5K +$68.5K +5,975 New
CHA
394
Carmichael Hill & Associates
Maryland
$66.9K -$6.37K -555 -9%
TF
395
Tompkins Financial
New York
$65.9K -$75.8K -6,606 -53%
CA
396
Clearstead Advisors
Ohio
$63.9K -$63.9K -5,575 -50%
DSC
397
Duncker Streett & Co
Missouri
$63.1K – – –
DFA
398
DHJJ Financial Advisors
Illinois
$56.7K -$2.87K -250 -5%
CWM
399
Cedar Wealth Management
California
$53.1K – – –
SWM
400
Spire Wealth Management
Virginia
$45.9K -$4.38K -377 -9%
14 15
16
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