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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 %
Comerica Bank
76
Comerica Bank
Texas
$2.77M 240,307 +80,444 +50%
IA
77
IFP Advisors
Florida
$2.67M 231,643 +6,543 +3%
SFS
78
Sowell Financial Services
Arkansas
$2.67M 231,392 +7,576 +3%
BIG
79
Boothe Investment Group
Delaware
$2.57M 222,420 +8,908 +4%
Prudential Financial
80
Prudential Financial
New Jersey
$2.45M 203,636 -541,852 -73%
WIA
81
World Investment Advisors
California
$2.43M 210,557 -3,545 -2%
OC
82
Oppenheimer & Co
New York
$2.39M 206,856 -4,125 -2%
KLCM
83
KG&L Capital Management
Louisiana
$2.34M 202,843 +7,679 +4%
AWM
84
AE Wealth Management
Kansas
$2.33M 202,354 -291,035 -59%
SCTC
85
Sanibel Captiva Trust Company
Florida
$2.3M 199,155 -4,360 -2%
HSA
86
HBK Sorce Advisory
Pennsylvania
$2.29M 198,334 -18,558 -9%
HighTower Advisors
87
HighTower Advisors
Illinois
$2.23M 193,790 +90,147 +87%
WPC
88
White Pine Capital
Minnesota
$2.19M 190,116 -1,000 -0.5%
SWM
89
StoneCrest Wealth Management
Arizona
$2.16M 187,357 +9,612 +5%
AIA
90
Acute Investment Advisory
Arizona
$2.16M 186,915 -135,099 -42%
Baird Financial Group
91
Baird Financial Group
Wisconsin
$2.1M 181,919 +4,554 +3%
PS
92
Principal Securities
Iowa
$2.09M 181,690 -18,396 -9%
SPC
93
Sigma Planning Corp
Michigan
$2.02M 174,951 +23,472 +15%
Mariner
94
Mariner
Kansas
$1.95M 168,971 -31,539 -16%
TPW
95
Transatlantique Private Wealth
New York
$1.86M 161,032 +216 +0.1%
CIBC Private Wealth Group
96
CIBC Private Wealth Group
Georgia
$1.8M 156,234 -20,664 -12%
TF
97
Tudor Financial
Ohio
$1.8M 156,095 -7,970 -5%
SKK
98
Shepherd Kaplan Krochuk
Massachusetts
$1.74M 151,129 -13,307 -8%
Jane Street
99
Jane Street
New York
$1.72M 149,181 +73,760 +98%
HCM
100
Hilton Capital Management
New York
$1.71M 147,885 – –
2 3
4
5 6