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

Top Sellers

1
LPL Financial
1
LPL Financial
California
$123M
2
HNB
2
Huntington National Bank
Ohio
$22.7M
3
Bank of America
3
Bank of America
North Carolina
$653M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$11M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$5.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$9.86M -$298K -25,959 -3%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$9.82M -$1.51M -131,959 -13%
GBWM
28
Granite Bay Wealth Management
New Hampshire
$9.79M -$141K -12,953 -1%
RJA
29
Raymond James & Associates
Florida
$9.46M +$953K +83,095 +11%
GS
30
GTS Securities
New York
$9.41M +$9.41M +820,566 New
TLP
31
Trinity Legacy Partners
Texas
$8.39M +$8.39M +731,578 New
PAG
32
Private Advisor Group
New Jersey
$8.26M -$2.46M -214,153 -23%
GWAG
33
Garrett Wealth Advisory Group
Texas
$7.78M +$1.22M +106,369 +19%
FNBTCON
34
First National Bank & Trust Co of Newtown
Pennsylvania
$7.7M -$59K -5,148 -0.8%
AGA
35
Arkos Global Advisors
Texas
$7.4M -$2.92M -254,325 -28%
ML
36
McAdam LLC
Pennsylvania
$7.13M -$96.5K -8,413 -1%
LOIP
37
Live Oak Investment Partners
Texas
$7.07M -$3.47M – –
Principal Financial Group
38
Principal Financial Group
Iowa
$6.91M +$6.72M +586,058 +3,516%
Truist Financial
39
Truist Financial
North Carolina
$6.63M -$201K -17,532 -3%
TCPWM
40
Traverso Chambers Private Wealth Management
California
$6.62M +$148K +12,902 +2%
MML Investors Services
41
MML Investors Services
Massachusetts
$6.28M -$740K -64,510 -11%
Marshall Wace
42
Marshall Wace
United Kingdom
$5.85M +$5.85M +510,000 New
CTWM
43
Cherry Tree Wealth Management
Minnesota
$5.72M +$476K +41,490 +9%
IWC
44
Integrated Wealth Concepts
Massachusetts
$5.71M -$1.13M -98,227 -16%
PT
45
Plimoth Trust
Massachusetts
$5.56M -$1.04M -91,006 -16%
KIA
46
KCM Investment Advisors
California
$5.37M -$1.27M -110,437 -19%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$5.15M -$12.5M -1,090,196 -71%
Stifel Financial
48
Stifel Financial
Missouri
$5.05M +$336K +29,322 +7%
PC
49
Prairiewood Capital
North Dakota
$5.01M +$1.68M +146,255 +50%
NCM
50
Noesis Capital Mangement
Florida
$4.97M +$4.17M +363,141 +519%
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