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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 %
WA
101
Waverly Advisors
Alabama
$1.69M 146,989 +542 +0.4%
GC
102
Guggenheim Capital
Illinois
$1.68M 145,771 +6,939 +5%
DWP
103
Daymark Wealth Partners
Ohio
$1.67M 144,433 -52,223 -27%
NA
104
NewEdge Advisors
Louisiana
$1.65M 142,846 +8,679 +6%
FAI
105
Fiduciary Advisors Inc
Missouri
$1.57M 135,935 +135,935 New
AA
106
Advisory Alpha
Michigan
$1.55M 134,515 -18,289 -12%
IWA
107
IBEX Wealth Advisors
New Jersey
$1.55M 134,253 +134,253 New
CST
108
Charles Schwab Trust
Nevada
$1.54M 133,720 -27,236 -17%
CSP
109
Cary Street Partners
Virginia
$1.53M 132,460 +132,460 New
P
110
&Partners
Tennessee
$1.5M 126,974 +64,444 +103%
Cerity Partners
111
Cerity Partners
New York
$1.44M 124,871 +6,469 +5%
Jones Financial Companies
112
Jones Financial Companies
Missouri
$1.44M 124,492 +31,452 +34%
GAM
113
Gotham Asset Management
New York
$1.41M 122,392 +9,773 +9%
GRP
114
Global Retirement Partners
California
$1.4M 121,345 -27,585 -19%
Corient Private Wealth
115
Corient Private Wealth
Florida
$1.39M 114,971 +31,037 +37%
Invesco
116
Invesco
Georgia
$1.38M 119,352 -8,285 -6%
SDAM
117
Shulman DeMeo Asset Management
New York
$1.24M 107,164 -288 -0.3%
BWA
118
Beam Wealth Advisors
Louisiana
$1.23M 106,368 +1,376 +1%
CCM
119
Crew Capital Management
Ohio
$1.22M 105,711 +24,581 +30%
MFG
120
Mosaic Financial Group
Illinois
$1.22M 105,567 +414 +0.4%
AFG
121
Albion Financial Group
Utah
$1.22M 105,493 -12,825 -11%
BCI
122
Blue Capital Inc
Nebraska
$1.15M 100,029 +100,029 New
Tudor Investment Corp
123
Tudor Investment Corp
Connecticut
$1.1M 95,296 +95,296 New
FHA
124
Flagship Harbor Advisors
Massachusetts
$1.07M 93,164 +6,829 +8%
IWN
125
Independent Wealth Network
Iowa
$1.04M 90,434 +5,837 +7%
3 4
5
6 7