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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 %
SPC
101
Sigma Planning Corp
Michigan
$1.87M +$425K +34,390 +29%
GRP
102
Global Retirement Partners
California
$1.84M -$95.7K -7,749 -5%
HCM
103
Hilton Capital Management
New York
$1.83M -$35K -2,836 -2%
Wealth Enhancement Advisory Services
104
Wealth Enhancement Advisory Services
Minnesota
$1.81M -$104K -8,460 -5%
WA
105
Waverly Advisors
Alabama
$1.81M +$778 +63 +0%
GC
106
Guggenheim Capital
Illinois
$1.71M -$3.89K -315 -0.2%
EWA
107
Etesian Wealth Advisors
Oregon
$1.67M -$211K -17,102 -11%
NA
108
NewEdge Advisors
Louisiana
$1.66M +$38.1K +3,087 +2%
Invesco
109
Invesco
Georgia
$1.58M -$31.1K -2,515 -2%
Cerity Partners
110
Cerity Partners
New York
$1.46M -$127K -10,290 -8%
AFG
111
Albion Financial Group
Utah
$1.46M +$304K +24,590 +26%
WANY
112
Wealthspire Advisors (New York)
New York
$1.45M +$298K +24,123 +26%
GAM
113
Gotham Asset Management
New York
$1.39M +$1.01K +82 +0.1%
SDAM
114
Shulman DeMeo Asset Management
New York
$1.33M +$74 +6 +0%
MFG
115
Mosaic Financial Group
Illinois
$1.3M -$13.6K -1,103 -1%
BWA
116
Beam Wealth Advisors
Louisiana
$1.3M -$46.7K -3,782 -3%
HighTower Advisors
117
HighTower Advisors
Illinois
$1.28M +$931K +75,520 +269%
Asset Management One
118
Asset Management One
Japan
$1.23M +$72.4K +5,859 +6%
SWP
119
Stratos Wealth Partners
Ohio
$1.22M -$61.7K -4,999 -5%
MWP
120
Madison Wealth Partners
Wisconsin
$1.21M -$28.6K -2,314 -2%
Principal Financial Group
121
Principal Financial Group
Iowa
$1.17M +$1.01M +81,764 +633%
KWM
122
Kingsview Wealth Management
Oregon
$1.16M -$17.9K -1,453 -2%
BWG
123
Balanced Wealth Group
Ohio
$1.16M +$66K +5,347 +6%
Jones Financial Companies
124
Jones Financial Companies
Missouri
$1.16M +$394K +31,656 +52%
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$1.09M +$12.2K +991 +1%
3 4
5
6 7