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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 %
MFG
476
MidWestOne Financial Group
Iowa
– -$289K -25,000 Closed
FTS
477
Fifth Third Securities
Ohio
– -$262K -22,716 Closed
MA
478
MONECO Advisors
Connecticut
– -$237K -20,545 Closed
EH
479
Equitable Holdings
New York
– -$224K -19,387 Closed
GSEP
480
Golden State Equity Partners
California
– -$161K -13,903 Closed
WCM
481
Whitener Capital Management
North Carolina
– -$159K -13,751 Closed
CIC
482
Carnegie Investment Counsel
Ohio
– -$139K -12,000 Closed
CCB
483
Cutter & Co Brokerage
Missouri
– -$139K -11,993 Closed
PPWP
484
Proquility Private Wealth Partners
Nevada
– -$137K -11,843 Closed
WA
485
Wambolt & Associates
Colorado
– -$135K -11,715 Closed
TWM
486
Tradition Wealth Management
Minnesota
– -$131K -11,315 Closed
SW
487
Simplicity Wealth
New Jersey
– -$127K -10,995 Closed
FPAS
488
Focus Partners Advisor Solutions
Missouri
– -$125K -10,844 Closed
TLP
489
Trinity Legacy Partners
Texas
– -$123K -10,678 Closed
Fisher Asset Management
490
Fisher Asset Management
Washington
– -$121K -10,517 Closed
SCM
491
Saxony Capital Management
Missouri
– -$121K -10,512 Closed
QIM
492
Quest Investment Management
Oregon
– -$121K -10,440 Closed
NP
493
NorthRock Partners
Minnesota
– -$63K -5,458 Closed
WIA
494
Wetzel Investment Advisors
Indiana
– -$35.6K -2,997 Closed
RCM
495
Raleigh Capital Management
North Carolina
– -$23.2K -2,009 Closed
CCM
496
Chilton Capital Management
Texas
– -$23.1K -2,000 Closed
CB
497
CNB Bank
Pennsylvania
– -$22.5K -1,945 Closed
GI
498
Gradient Investments
Minnesota
– -$15.5K -1,345 Closed
TWP
499
Triad Wealth Partners
Kansas
– -$11.3K -975 Closed
HCM
500
Hollencrest Capital Management
California
– -$8.86K -767 Closed
17 18 19
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