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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 %
WA
101
Waverly Advisors
Alabama
$1.7M +$1.7M +143,211 New
Invesco
102
Invesco
Georgia
$1.66M -$126K -10,600 -7%
SWP
103
Stratos Wealth Partners
Ohio
$1.61M -$1.26M -106,473 -44%
GC
104
Guggenheim Capital
Illinois
$1.59M -$37.6K -3,162 -2%
NW
105
NewEdge Wealth
Pennsylvania
$1.51M -$171K -14,915 -10%
Thrivent Financial for Lutherans
106
Thrivent Financial for Lutherans
Minnesota
$1.51M -$135K -11,339 -8%
WANY
107
Wealthspire Advisors (New York)
New York
$1.39M -$872K -73,368 -39%
Wolverine Trading
108
Wolverine Trading
Illinois
$1.37M +$1.37M +115,382 New
AWM
109
Apollon Wealth Management
South Carolina
$1.36M +$100K +8,447 +8%
AAS
110
Avantax Advisory Services
Texas
$1.31M +$29.6K +2,490 +2%
FTS
111
Fifth Third Securities
Ohio
$1.31M -$55K -4,631 -4%
DLCIG
112
D.L. Carlson Investment Group
New Hampshire
$1.3M -$4.23K -356 -0.3%
CFSG
113
Community Financial Services Group
Vermont
$1.29M +$1.29M +108,804 New
Wealth Enhancement Advisory Services
114
Wealth Enhancement Advisory Services
Minnesota
$1.29M +$226K +19,014 +21%
BWA
115
Beam Wealth Advisors
Louisiana
$1.29M -$10.5K -888 -0.8%
SDAM
116
Shulman DeMeo Asset Management
New York
$1.28M -$594 -50 -0%
MFG
117
Mosaic Financial Group
Illinois
$1.26M +$1.26M +105,871 New
Jane Street
118
Jane Street
New York
$1.23M -$752K -63,338 -38%
Asset Management One
119
Asset Management One
Japan
$1.21M -$94.9K -7,987 -7%
MWP
120
Madison Wealth Partners
Wisconsin
$1.2M -$26.8K -2,259 -2%
SFA
121
Sequoia Financial Advisors
Ohio
$1.19M +$65.9K +5,551 +6%
GRP
122
Global Retirement Partners
California
$1.18M -$168K -14,100 -12%
BWG
123
Balanced Wealth Group
Ohio
$1.18M +$269K +23,345 +30%
NA
124
NewEdge Advisors
Louisiana
$1.16M +$65.2K +5,491 +6%
AFG
125
Albion Financial Group
Utah
$1.14M +$91K +7,662 +9%
3 4
5
6 7