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Invesco Preferred ETF
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Overview Fund Activity

489 hedge funds and large institutions have $2.22B invested in Invesco Preferred ETF in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 117 increasing their positions, 215 reducing their positions, and 48 closing their positions.

Holders
489
Holders Change
+17
Holders Change %
+3.6%
% of All Funds
7.17%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
73
Increased
117
Reduced
215
Closed
48
Calls
$111K
Puts
$73K
Net Calls
+$38K
Net Calls Change
-$1.18M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$194M
2
Cohen & Steers
2
Cohen & Steers
New York
$76.9M
3
SAMC
3
Spectrum Asset Management (Connecticut)
Connecticut
$42.4M
4
GS
4
GTS Securities
New York
$9.41M
5
TLP
5
Trinity Legacy Partners
Texas
$8.39M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$123M
2
HNB
2
Huntington National Bank
Ohio
$22.7M
3
Bank of America
3
Bank of America
North Carolina
$653M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$11M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$5.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCTC
51
Sanibel Captiva Trust Company
Florida
$4.33M +$4.33M +377,360 New
Baird Financial Group
52
Baird Financial Group
Wisconsin
$4.11M +$3.45M +300,837 +526%
SIS
53
Sound Income Strategies
Florida
$4.08M +$208K +18,151 +5%
APP
54
Avantax Planning Partners
Iowa
$4.07M -$8.33M -726,642 -67%
AP
55
Advisors Preferred
Maryland
$3.89M +$3.89M +339,308 New
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$3.87M -$14.2K -1,235 -0.4%
GFS
57
GYL Financial Synergies
Connecticut
$3.76M +$808K +70,457 +27%
JIP
58
Jaffetilchin Investment Partners
Florida
$3.6M +$3.6M +314,205 New
FHB
59
First Hawaiian Bank
Hawaii
$3.55M +$157K +13,730 +5%
William Blair & Company
60
William Blair & Company
Illinois
$3.47M +$29.4K +2,567 +0.9%
IRC
61
Investors Research Corp
Georgia
$3.42M +$167K +14,583 +5%
RA
62
RFG Advisory
Alabama
$3.4M -$1.09M -94,915 -24%
FPB
63
First PREMIER Bank
South Dakota
$3.28M -$66.8K -5,825 -2%
Renaissance Technologies
64
Renaissance Technologies
New York
$3.21M +$3.21M +279,800 New
AI
65
Atria Investments
North Carolina
$3.19M -$374K -32,600 -10%
KC
66
Kades & Cheifetz
Pennsylvania
$3.16M +$1.13M +98,757 +56%
CAN
67
Cetera Advisor Networks
California
$3.02M -$759K -66,209 -20%
SWP
68
Stratos Wealth Partners
Ohio
$2.78M +$1.34M +116,777 +93%
GWM
69
Geneos Wealth Management
Colorado
$2.77M +$76.1K +6,636 +3%
PS
70
Principal Securities
Iowa
$2.77M +$2.77M +241,247 New
KLCM
71
KG&L Capital Management
Louisiana
$2.66M +$420K +36,625 +19%
KAS
72
Kestra Advisory Services
Texas
$2.66M -$2.63M -228,892 -50%
IA
73
IFP Advisors
Florida
$2.65M +$208K +18,123 +9%
CST
74
Charles Schwab Trust
Nevada
$2.64M +$1.05M +91,425 +66%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$2.56M -$2.03M -177,313 -44%
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