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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
Raymond James Financial
4
Raymond James Financial
Florida
$29.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$47.8M

Top Sellers

1
AA
1
ACT Advisors
North Carolina
$0
2
OPAM
2
Ocean Park Asset Management
California
$0
3
AF
3
Allworth Financial
California
$29.2M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.32M
5
PCM
5
Price Capital Management
Louisiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CA
501
Calton & Associates
Florida
– – -10,368 Closed
EIP
502
Ellis Investment Partners
Pennsylvania
– – -10,028 Closed
CWS
503
Cypress Wealth Services
California
– – -10,002 Closed
MWM
504
Mattern Wealth Management
Kansas
– – -10,000 Closed
JIP
505
Jaffetilchin Investment Partners
Florida
– – -4,552 Closed
RWA
506
Redmont Wealth Advisors
Illinois
– – -1,861 Closed
DJSG
507
D.J. St. Germain
Massachusetts
– – -1,825 Closed
HNB
508
Hilltop National Bank
Wyoming
– – -1,490 Closed
JPWM
509
Jamison Private Wealth Management
Georgia
– – -1,240 Closed
DFA
510
DHJJ Financial Advisors
Illinois
– – -999 Closed
KOCAA
511
Knights of Columbus Asset Advisors
Connecticut
– – -799 Closed
PCWA
512
Pacific Capital Wealth Advisors
California
– – -785 Closed
BCMLT
513
Beacon Capital Management LLC (Tennessee)
Tennessee
– – -661 Closed
APC
514
Aspire Private Capital
North Carolina
– – -526 Closed
PA
515
Pineridge Advisors
Missouri
– – -308 Closed
SJIM
516
St. Johns Investment Management
Florida
– – -188 Closed
NFA
517
Northwest Financial Advisors
Virginia
– – -165 Closed
OC
518
Oakworth Capital
Alabama
– – -164 Closed
BlackRock
519
BlackRock
New York
– – -163 Closed
HGA
520
Hobbs Group Advisors
South Carolina
– – -59 Closed
CFGS
521
Concourse Financial Group Securities
Alabama
– – – –
HFS
522
Horizon Financial Services
North Carolina
– – – –
17 18 19 20
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