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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 %
OPS
76
Orion Portfolio Solutions
Nebraska
$2.46M +$81.5K +6,861 +3%
BCI
77
Brinker Capital Investments
Pennsylvania
$2.46M +$81.5K +6,861 +3%
IAN
78
Integrated Advisors Network
Texas
$2.42M -$51.7K -4,348 -2%
HSA
79
HBK Sorce Advisory
Pennsylvania
$2.32M +$127K +10,697 +6%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$2.27M -$388K -32,667 -15%
SPIA
81
Steward Partners Investment Advisory
New York
$2.26M -$41.7K -3,506 -2%
CIBC Private Wealth Group
82
CIBC Private Wealth Group
Georgia
$2.21M +$77K +6,472 +4%
DWP
83
Daymark Wealth Partners
Ohio
$2.2M -$55.9K -4,709 -2%
IA
84
IFP Advisors
Florida
$2.2M -$545K -45,891 -20%
ORC
85
O'Rourke & Company
Massachusetts
$2.19M -$89.3K -7,515 -4%
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$2.17M -$225K -19,061 -9%
SWM
87
StoneCrest Wealth Management
Arizona
$2.16M +$556K +46,784 +35%
BIG
88
Boothe Investment Group
Delaware
$2.14M +$261K +21,936 +14%
Comerica Bank
89
Comerica Bank
Texas
$2.11M +$465K +39,126 +28%
Mariner
90
Mariner
Kansas
$2.03M -$143K -12,001 -7%
WPC
91
White Pine Capital
Minnesota
$1.99M +$463K +40,865 +30%
EWA
92
Etesian Wealth Advisors
Oregon
$1.88M -$64.5K -5,426 -3%
SKK
93
Shepherd Kaplan Krochuk
Massachusetts
$1.87M +$72.9K +6,139 +4%
HWM
94
Howard Wealth Management
Connecticut
$1.87M -$92.1K -7,751 -5%
HCM
95
Hilton Capital Management
New York
$1.84M +$1.29M +108,325 +231%
Citadel Advisors
96
Citadel Advisors
Florida
$1.83M +$828K +69,730 +83%
AA
97
Advisory Alpha
Michigan
$1.8M -$180K -15,118 -9%
TCA
98
Transcend Capital Advisors
New Jersey
$1.79M +$173K +14,529 +11%
Renaissance Technologies
99
Renaissance Technologies
New York
$1.79M -$1.54M -129,400 -46%
ONB
100
Old National Bancorp
Indiana
$1.73M -$293K -24,669 -14%
2 3
4
5 6