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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
BCI
476
Brinker Capital Investments
Pennsylvania
– -$2.36M -190,834 Closed
Asset Management One
477
Asset Management One
Japan
– -$1.23M -99,523 Closed
SEI Investments
478
SEI Investments
Pennsylvania
– -$1.02M -82,896 Closed
CCM
479
Crabel Capital Management
California
– -$787K -63,719 Closed
NCM
480
Narwhal Capital Management
Georgia
– -$531K -43,000 Closed
Renaissance Technologies
481
Renaissance Technologies
New York
– -$390K -31,600 Closed
MCC
482
Money Concepts Capital
Florida
– -$354K -28,700 Closed
PCA
483
Prosperity Capital Advisors
Ohio
– -$251K -20,363 Closed
CAC
484
Cowen and Company
New York
– -$243K -19,700 Closed
IAG
485
Investmark Advisory Group
Connecticut
– -$226K -18,291 Closed
RW
486
RVW Wealth
California
– -$222K -17,938 Closed
Qube Research & Technologies (QRT)
487
Qube Research & Technologies (QRT)
United Kingdom
– -$220K -17,777 Closed
OMC
488
Old Mission Capital
Illinois
– -$218K -17,663 Closed
DAS
489
Diversify Advisory Services
Utah
– -$210K -17,052 Closed
PP
490
Prudential plc
United Kingdom
– -$198K -16,000 Closed
PWMAG
491
Pinnacle Wealth Management Advisory Group
New Jersey
– -$188K -15,253 Closed
ORC
492
O'Rourke & Company
Massachusetts
– -$186K -15,099 Closed
IA
493
IFG Advisory
Georgia
– -$182K -14,754 Closed
SSWM
494
Sheets Smith Wealth Management
North Carolina
– -$169K -13,650 Closed
MA
495
MKT Advisors
California
– -$149K -12,034 Closed
AWA
496
Arkadios Wealth Advisors
Georgia
– -$147K -11,896 Closed
FAIM
497
Financial Advocates Investment Management
Washington
– -$310K -11,892 Closed
CPP
498
Capasso Planning Partners
South Carolina
– -$146K -11,838 Closed
B
499
Bensler
Washington
– -$141K -11,457 Closed
ACM
500
AlphaStar Capital Management
North Carolina
– -$130K -10,529 Closed
17 18 19
20
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