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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.

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
1
Spectrum Asset Management (Connecticut)
Connecticut
$43.3M
2
AA
2
ACT Advisors
North Carolina
$17.4M
3
OPAM
3
Ocean Park Asset Management
California
$15.4M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$11.6M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$22.1M

Top Sellers

1
AWM
1
Apollon Wealth Management
South Carolina
$4.33M
2
HNB
2
Huntington National Bank
Ohio
$19.9M
3
Bessemer Group
3
Bessemer Group
New Jersey
$43M
4
Cohen & Steers
4
Cohen & Steers
New York
$2K
5
LPL Financial
5
LPL Financial
California
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$5.87M +$191K +15,486 +3%
PT
52
Plimoth Trust
Massachusetts
$5.74M -$256K -20,698 -4%
NCM
53
Noesis Capital Mangement
Florida
$5.42M -$44.7K -3,620 -0.8%
SIS
54
Sound Income Strategies
Florida
$5.41M +$187K +15,151 +4%
William Blair & Company
55
William Blair & Company
Illinois
$4.92M +$42.8K +3,464 +0.9%
SPIA
56
Steward Partners Investment Advisory
New York
$4.85M +$2.46M +199,171 +103%
IWC
57
Integrated Wealth Concepts
Massachusetts
$4.78M +$18.8K +1,519 +0.4%
GWM
58
Geneos Wealth Management
Colorado
$4.61M -$29.9K -2,418 -0.6%
IRC
59
Investors Research Corp
Georgia
$4.49M +$360K +29,175 +9%
KIA
60
KCM Investment Advisors
California
$4.43M -$142K -11,502 -3%
AWM
61
Apollon Wealth Management
South Carolina
$4.33M -$25.8M -2,089,688 -86%
SAM
62
Synergy Asset Management
Washington
$3.99M +$3.99M +322,684 New
AIA
63
Acute Investment Advisory
Arizona
$3.98M +$3.98M +322,014 New
FMB
64
Field & Main Bank
Kentucky
$3.9M +$325K +26,311 +9%
FPB
65
First PREMIER Bank
South Dakota
$3.59M -$56K -4,533 -2%
FHB
66
First Hawaiian Bank
Hawaii
$3.58M -$22.2K -1,795 -0.6%
KC
67
Kades & Cheifetz
Pennsylvania
$3.28M +$57.4K +4,649 +2%
Wolverine Trading
68
Wolverine Trading
Illinois
$3.24M +$2.71M +218,132 +514%
APP
69
Avantax Planning Partners
Iowa
$3.17M -$627K -50,789 -16%
SI
70
Stephens Inc
Arkansas
$3.14M +$263K +21,262 +9%
KAS
71
Kestra Advisory Services
Texas
$3.1M -$2.63M -213,007 -46%
CA
72
CoreCap Advisors
Michigan
$2.92M +$2.83M +228,837 +2,865%
BAAM
73
Baker Avenue Asset Management
California
$2.8M +$153K +12,357 +6%
IA
74
IFP Advisors
Florida
$2.78M +$444K +35,954 +19%
SFS
75
Sowell Financial Services
Arkansas
$2.76M +$349K +28,287 +14%
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