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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 %
HSA
76
HBK Sorce Advisory
Pennsylvania
$2.68M -$2.2K -178 -0.1%
WIA
77
World Investment Advisors
California
$2.64M -$5.36K -434 -0.2%
BIG
78
Boothe Investment Group
Delaware
$2.64M +$193K +15,653 +8%
OC
79
Oppenheimer & Co
New York
$2.61M +$110K +8,886 +4%
SCTC
80
Sanibel Captiva Trust Company
Florida
$2.51M -$348K -28,215 -12%
GFS
81
GYL Financial Synergies
Connecticut
$2.49M -$10.7K -865 -0.4%
Mariner
82
Mariner
Kansas
$2.48M +$164K +13,279 +7%
PS
83
Principal Securities
Iowa
$2.47M -$84.3K -6,829 -3%
DWP
84
Daymark Wealth Partners
Ohio
$2.43M +$60.3K +4,882 +3%
KLCM
85
KG&L Capital Management
Louisiana
$2.41M -$139K -11,222 -5%
IAN
86
Integrated Advisors Network
Texas
$2.4M -$30.8K -2,492 -1%
WPC
87
White Pine Capital
Minnesota
$2.36M -$102K -8,252 -4%
OPS
88
Orion Portfolio Solutions
Nebraska
$2.36M -$64.5K -5,224 -3%
BCI
89
Brinker Capital Investments
Pennsylvania
$2.36M -$64.5K -5,224 -3%
SWM
90
StoneCrest Wealth Management
Arizona
$2.2M +$154K +12,443 +8%
Baird Financial Group
91
Baird Financial Group
Wisconsin
$2.19M -$2.58M -208,700 -54%
CIBC Private Wealth Group
92
CIBC Private Wealth Group
Georgia
$2.18M -$3.68K -298 -0.2%
TCA
93
Transcend Capital Advisors
New Jersey
$2.1M +$155K +12,577 +8%
SKK
94
Shepherd Kaplan Krochuk
Massachusetts
$2.03M -$19.4K -1,569 -0.9%
TF
95
Tudor Financial
Ohio
$2.03M +$2.03M +164,065 New
CST
96
Charles Schwab Trust
Nevada
$1.99M -$759K -61,489 -28%
TPW
97
Transatlantique Private Wealth
New York
$1.99M -$35.7K -2,887 -2%
Comerica Bank
98
Comerica Bank
Texas
$1.97M -$88.3K -7,152 -4%
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
$1.94M -$76.3K -6,156 -4%
AA
100
Advisory Alpha
Michigan
$1.89M +$7.39K +598 +0.4%
2 3
4
5 6