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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 %
FGAM
76
Financial Gravity Asset Management
Texas
$2.48M +$461K +6,644 +23%
First Trust Advisors
77
First Trust Advisors
Illinois
$2.48M – – –
BAAM
78
Baker Avenue Asset Management
California
$2.43M +$2.41M +210,012 +14,905%
IAN
79
Integrated Advisors Network
Texas
$2.39M -$65.2K -5,682 -3%
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$2.32M -$218K -18,999 -9%
OPS
81
Orion Portfolio Solutions
Nebraska
$2.32M -$257K -22,225 -10%
BCI
82
Brinker Capital Investments
Pennsylvania
$2.32M -$257K -22,225 -10%
SPIA
83
Steward Partners Investment Advisory
New York
$2.22M -$199K -17,373 -8%
ORC
84
O'Rourke & Company
Massachusetts
$2.2M -$173K -15,121 -7%
WANY
85
Wealthspire Advisors (New York)
New York
$2.18M +$33.4K +2,908 +2%
DWP
86
Daymark Wealth Partners
Ohio
$2.18M -$616K -53,668 -22%
HSA
87
HBK Sorce Advisory
Pennsylvania
$2.11M -$406K -35,415 -16%
Mariner
88
Mariner
Kansas
$2.1M +$1.22M +106,290 +139%
OC
89
Oppenheimer & Co
New York
$2.08M +$261K +22,773 +14%
CIBC Private Wealth Group
90
CIBC Private Wealth Group
Georgia
$2.06M -$145K -12,634 -7%
SI
91
Stephens Inc
Arkansas
$2.06M -$540K -47,036 -21%
Cerity Partners
92
Cerity Partners
New York
$2.01M -$459K -40,015 -19%
BWG
93
Beta Wealth Group
California
$1.99M -$55.2K -4,810 -3%
ONB
94
Old National Bancorp
Indiana
$1.95M -$37.5K -3,269 -2%
Jane Street
95
Jane Street
New York
$1.91M -$1.85M -161,373 -49%
AA
96
Advisory Alpha
Michigan
$1.91M -$254K -22,167 -12%
HWM
97
Howard Wealth Management
Connecticut
$1.9M -$284K -24,751 -13%
EWA
98
Etesian Wealth Advisors
Oregon
$1.88M -$265K -23,011 -12%
BIG
99
Boothe Investment Group
Delaware
$1.82M +$67.7K +5,900 +4%
SKK
100
Shepherd Kaplan Krochuk
Massachusetts
$1.74M -$166K -14,432 -9%
2 3
4
5 6