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Invesco Preferred ETF
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Overview Fund Activity

488 hedge funds and large institutions have $2.1B invested in Invesco Preferred ETF in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 182 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
7.08%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
55
Increased
150
Reduced
182
Closed
44
Calls
$164K
Puts
$42K
Net Calls
+$122K
Net Calls Change
+$84K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$147M
2
OPAM
2
Ocean Park Asset Management
California
$17.6M
3
AA
3
ACT Advisors
North Carolina
$16.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$10.3M
5
UBS Group
5
UBS Group
Switzerland
$61.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$94.6M
2
Bank of America
2
Bank of America
North Carolina
$605M
3
Cohen & Steers
3
Cohen & Steers
New York
$42.4M
4
HNB
4
Huntington National Bank
Ohio
$22.4M
5
Ameriprise
5
Ameriprise
Minnesota
$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
51
Integrated Wealth Concepts
Massachusetts
$5.06M -$853K -71,785 -14%
GAA
52
Global Assets Advisory
Florida
$5.02M +$5.02M +59,726 New
SIS
53
Sound Income Strategies
Florida
$4.64M +$417K +35,108 +10%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$4.55M +$297K +25,042 +7%
William Blair & Company
55
William Blair & Company
Illinois
$4.22M +$629K +52,947 +18%
SCTC
56
Sanibel Captiva Trust Company
Florida
$4.13M -$351K -29,535 -8%
APP
57
Avantax Planning Partners
Iowa
$4.02M -$193K -16,232 -5%
BCM
58
Bluefin Capital Management
New York
$3.89M +$3.89M +327,270 New
FPB
59
First PREMIER Bank
South Dakota
$3.87M +$475K +39,996 +14%
IRC
60
Investors Research Corp
Georgia
$3.67M +$121K +10,224 +3%
FHB
61
First Hawaiian Bank
Hawaii
$3.49M -$181K -15,273 -5%
KAS
62
Kestra Advisory Services
Texas
$3.47M +$708K +59,628 +26%
AI
63
Atria Investments
North Carolina
$3.36M +$60.3K +5,079 +2%
CAN
64
Cetera Advisor Networks
California
$3.32M +$196K +16,512 +6%
KC
65
Kades & Cheifetz
Pennsylvania
$3.25M -$21.8K -1,835 -0.7%
GWM
66
Geneos Wealth Management
Colorado
$3.22M +$352K +29,599 +12%
FMB
67
Field & Main Bank
Kentucky
$3.2M +$1.92M +161,484 +150%
RL
68
Retireful LLC
Michigan
$2.98M +$2.98M +251,226 New
PS
69
Principal Securities
Iowa
$2.74M -$125K -10,558 -4%
KLCM
70
KG&L Capital Management
Louisiana
$2.67M -$85.1K -7,163 -3%
CST
71
Charles Schwab Trust
Nevada
$2.61M -$125K -10,524 -5%
SI
72
Stephens Inc
Arkansas
$2.61M +$480K +40,423 +23%
BAAM
73
Baker Avenue Asset Management
California
$2.58M +$65.5K +5,511 +3%
GFS
74
GYL Financial Synergies
Connecticut
$2.53M -$1.36M -114,811 -35%
OC
75
Oppenheimer & Co
New York
$2.51M +$354K +29,756 +16%
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3
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