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Invesco Preferred ETF
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Overview Fund Activity

467 hedge funds and large institutions have $2.58B invested in Invesco Preferred ETF in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 143 increasing their positions, 162 reducing their positions, and 51 closing their positions.

Holders
467
Holders Change
+6
Holders Change %
+1.3%
% of All Funds
6.22%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
65
Increased
143
Reduced
162
Closed
51
Calls
$633K
Puts
$202K
Net Calls
+$431K
Net Calls Change
-$13K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$111M
2
Bank of America
2
Bank of America
North Carolina
$731M
3
Cohen & Steers
3
Cohen & Steers
New York
$57.6M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$47.8M
5
SAMC
5
Spectrum Asset Management (Connecticut)
Connecticut
$66.5M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$17.8M
2
AA
2
ACT Advisors
North Carolina
$0
3
OPAM
3
Ocean Park Asset Management
California
$0
4
AF
4
Allworth Financial
California
$29.2M
5
LOIP
5
Live Oak Investment Partners
Texas
$7.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$10.6M 918,584 +44,417 +5%
Creative Planning
27
Creative Planning
Kansas
$10.2M 887,506 +52,492 +6%
IFPG
28
Intrepid Financial Planning Group
Indiana
$10.2M 885,583 -193,381 -18%
Marshall Wace
29
Marshall Wace
United Kingdom
$9.97M 864,365 -87,400 -9%
OCM
30
One Capital Management
California
$9M 780,407 +695,449 +819%
CA
31
Clearstead Advisors
Ohio
$8.52M 739,128 +114,445 +18%
Principal Financial Group
32
Principal Financial Group
Iowa
$8.27M 717,581 +622,895 +658%
LOIP
33
Live Oak Investment Partners
Texas
– – – –
FNBTCON
34
First National Bank & Trust Co of Newtown
Pennsylvania
$7.57M 656,529 -6,325 -1%
Stifel Financial
35
Stifel Financial
Missouri
$7.51M 651,076 -300,693 -32%
AGA
36
Arkos Global Advisors
Texas
$7.15M 620,346 -40,330 -6%
MCM
37
MAI Capital Management
Ohio
$7.02M 609,201 +609,201 New
PAG
38
Private Advisor Group
New Jersey
$6.81M 590,956 -646 -0.1%
ML
39
McAdam LLC
Pennsylvania
$6.71M 582,099 -24,466 -4%
SA
40
Sanctuary Advisors
Indiana
$6.68M 573,282 +25,894 +5%
PC
41
Prairiewood Capital
North Dakota
$6.45M 559,176 +30,293 +6%
Truist Financial
42
Truist Financial
North Carolina
$6.16M 534,051 -2,496 -0.5%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$6.04M 524,158 +377,325 +257%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$6M 520,306 +18,133 +4%
GWAG
45
Garrett Wealth Advisory Group
Texas
$5.96M 516,826 -200,590 -28%
AI
46
Atria Investments
North Carolina
$5.94M 515,039 -54,394 -10%
SPIA
47
Steward Partners Investment Advisory
New York
$5.91M 512,213 +119,702 +30%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$5.75M 498,999 +23,860 +5%
MML Investors Services
49
MML Investors Services
Massachusetts
$5.73M 497,337 +14,444 +3%
CTWM
50
Cherry Tree Wealth Management
Minnesota
$5.72M 495,872 +4,135 +0.8%
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