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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 %
RA
51
RFG Advisory
Alabama
$5.63M 488,220 -7,660 -2%
KAS
52
Kestra Advisory Services
Texas
$5.24M 454,444 +203,503 +81%
SIS
53
Sound Income Strategies
Florida
$5.22M 452,759 +14,814 +3%
PT
54
Plimoth Trust
Massachusetts
$5.1M 442,634 -22,356 -5%
NCM
55
Noesis Capital Mangement
Florida
$5.01M 434,831 -3,699 -0.8%
BAAM
56
Baker Avenue Asset Management
California
$4.76M 412,585 +185,757 +82%
IRC
57
Investors Research Corp
Georgia
$4.56M 395,862 +32,282 +9%
IWC
58
Integrated Wealth Concepts
Massachusetts
$4.56M 395,118 +8,035 +2%
TLP
59
Trinity Legacy Partners
Texas
$4.54M 393,553 +393,553 New
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$4.5M 389,970 -111,341 -22%
William Blair & Company
61
William Blair & Company
Illinois
$4.43M 384,235 -14,462 -4%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$4.39M 381,138 +224,766 +144%
Focus Partners Wealth
63
Focus Partners Wealth
Massachusetts
$4.38M 379,500 +296,170 +355%
GWM
64
Geneos Wealth Management
Colorado
$4.31M 374,166 +854 +0.2%
FMB
65
Field & Main Bank
Kentucky
$4.22M 365,723 +50,273 +16%
SAM
66
Synergy Asset Management
Washington
$3.99M 322,684 – –
KIA
67
KCM Investment Advisors
California
$3.96M 343,614 -15,467 -4%
AWM
68
Apollon Wealth Management
South Carolina
$3.75M 325,267 -25,007 -7%
FHB
69
First Hawaiian Bank
Hawaii
$3.47M 301,174 +11,463 +4%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$3.32M 288,361 -647,507 -69%
FPB
71
First PREMIER Bank
South Dakota
$3.02M 262,025 -28,673 -10%
APP
72
Avantax Planning Partners
Iowa
$3M 260,598 +3,543 +1%
CA
73
CoreCap Advisors
Michigan
$2.87M 249,073 +12,249 +5%
SI
74
Stephens Inc
Arkansas
$2.79M 241,613 -12,495 -5%
KC
75
Kades & Cheifetz
Pennsylvania
$2.78M 241,109 -24,370 -9%
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