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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 %
FPFS
451
First Personal Financial Services
North Carolina
$1.06K – – –
POIA
452
Pin Oak Investment Advisors
Texas
$1K – – –
SSB
453
Sandy Spring Bank
Maryland
$889 – – –
PA
454
PSI Advisors
Florida
$753 – – –
OSAM
455
O'Shaughnessy Asset Management
Connecticut
$733 – – –
HGA
456
Hobbs Group Advisors
South Carolina
$729 – – –
FMII
457
Farmers & Merchants Investments Inc
Nebraska
$618 – – –
CSWM
458
Cassady Schiller Wealth Management
Ohio
$519 – – –
HI
459
Horizon Investments
North Carolina
$418 +$418 +34 New
HIA
460
Harbor Investment Advisory
Maryland
$309 – – –
PFBT
461
Parkside Financial Bank & Trust
Missouri
$260 – – –
GEA
462
Glen Eagle Advisors
New Jersey
$161 – – –
Fidelity Investments
463
Fidelity Investments
Massachusetts
$124 +$87 +7 +233%
SA
464
Stonebridge Advisors
Connecticut
– -$7.61M -658,886 Closed
AP
465
Advisors Preferred
Maryland
– -$6.19M -537,040 Closed
LWM
466
Liberty Wealth Management
California
– -$237K -234,303 Closed
BCM
467
Bluefin Capital Management
New York
– -$1.63M -141,191 Closed
HF
468
HRT Financial
New York
– -$1.51M -130,836 Closed
CFSG
469
Community Financial Services Group
Vermont
– -$841K -72,800 Closed
TSS
470
Two Sigma Securities
New York
– -$754K -65,297 Closed
BJL
471
Brighton Jones LLC
Washington
– -$602K -52,115 Closed
WAM
472
Worth Asset Management
Texas
– -$510K -44,117 Closed
IAIM
473
International Assets Investment Management
Florida
– -$504K -43,634 Closed
Mirae Asset Global Investments
474
Mirae Asset Global Investments
South Korea
– -$481K -41,469 Closed
CB
475
Commerce Bank
Missouri
– -$301K -26,092 Closed
17 18
19
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