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Invesco Preferred ETF
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Overview Fund Activity

488 hedge funds and large institutions have $2.1B invested in Invesco Preferred ETF in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 182 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
7.08%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
55
Increased
150
Reduced
182
Closed
44
Calls
$164K
Puts
$42K
Net Calls
+$122K
Net Calls Change
+$84K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$147M
2
OPAM
2
Ocean Park Asset Management
California
$17.6M
3
AA
3
ACT Advisors
North Carolina
$16.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$10.3M
5
UBS Group
5
UBS Group
Switzerland
$61.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$94.6M
2
Bank of America
2
Bank of America
North Carolina
$605M
3
Cohen & Steers
3
Cohen & Steers
New York
$42.4M
4
HNB
4
Huntington National Bank
Ohio
$22.4M
5
Ameriprise
5
Ameriprise
Minnesota
$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
26
Prudential Financial
New Jersey
$11M +$93.4K +7,858 +0.9%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$10.8M -$402K -33,871 -4%
RJA
28
Raymond James & Associates
Florida
$10.6M +$765K +64,354 +8%
AP
29
Advisors Preferred
Maryland
$10.3M +$6.26M +526,338 +155%
Goldman Sachs
30
Goldman Sachs
New York
$10.3M +$9.81M +825,718 +2,054%
Creative Planning
31
Creative Planning
Kansas
$10.2M -$1.98K -167 -0%
Stifel Financial
32
Stifel Financial
Missouri
$9.6M +$4.37M +367,637 +83%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$8.83M +$4.82M +405,912 +120%
GWAG
34
Garrett Wealth Advisory Group
Texas
$8.22M +$170K +14,280 +2%
ML
35
McAdam LLC
Pennsylvania
$7.97M +$584K +49,128 +8%
FNBTCON
36
First National Bank & Trust Co of Newtown
Pennsylvania
$7.91M -$59.9K -5,040 -0.8%
AGA
37
Arkos Global Advisors
Texas
$7.79M +$126K +10,607 +2%
PAG
38
Private Advisor Group
New Jersey
$7.11M -$1.44M -121,239 -17%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$6.96M -$11.1M -937,880 -62%
Truist Financial
40
Truist Financial
North Carolina
$6.8M -$64.6K -5,440 -0.9%
MML Investors Services
41
MML Investors Services
Massachusetts
$6.37M -$136K -11,431 -2%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$6.35M +$1.02M +85,596 +19%
PT
43
Plimoth Trust
Massachusetts
$5.98M +$218K +18,321 +4%
CTWM
44
Cherry Tree Wealth Management
Minnesota
$5.94M +$15.6K +1,315 +0.3%
PC
45
Prairiewood Capital
North Dakota
$5.7M +$511K +42,994 +10%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$5.68M -$7.48M -629,990 -57%
RA
47
RFG Advisory
Alabama
$5.29M +$1.77M +148,927 +50%
NCM
48
Noesis Capital Mangement
Florida
$5.17M +$25.5K +2,150 +0.5%
CJFS
49
Coulter & Justus Financial Services
Tennessee
$5.17M +$5.17M +435,220 New
KIA
50
KCM Investment Advisors
California
$5.13M -$437K -36,801 -8%
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