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Invesco Preferred ETF
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Overview Fund Activity

489 hedge funds and large institutions have $2.22B invested in Invesco Preferred ETF in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 117 increasing their positions, 215 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
489
Holders Change
+17
Holders Change %
+3.6%
% of All Funds
7.17%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
73
Increased
117
Reduced
215
Closed
48
Calls
$111K
Puts
$73K
Net Calls
+$38K
Net Calls Change
-$1.18M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$194M
2
Cohen & Steers
Cohen & Steers
New York
$76.9M
3
SAMC
Spectrum Asset Management (Connecticut)
Connecticut
$42.4M
4
GS
GTS Securities
New York
$9.41M
5
TLP
Trinity Legacy Partners
Texas
$8.39M

Top Sellers

1
LPL Financial
LPL Financial
California
$123M
2
HNB
Huntington National Bank
Ohio
$22.7M
3
Bank of America
Bank of America
North Carolina
$653M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$11M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
$5.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
126
Guidance Capital
Kentucky
$1.04M -$427K -37,266 -29%
Wealth Enhancement Advisory Services
127
Wealth Enhancement Advisory Services
Minnesota
$1.03M -$354K -30,859 -26%
AFG
128
Albion Financial Group
Utah
$1.01M -$153K -13,300 -13%
FDCDDQ
129
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.01M -$164K -14,310 -14%
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$1.01M -$7.5K -654 -0.7%
BCFS
131
Butensky & Cohen Financial Security
Florida
$1M -$223K -19,412 -18%
Citadel Advisors
132
Citadel Advisors
Florida
$966K +$812K +70,831 +528%
WWM
133
Western Wealth Management
Colorado
$963K +$667K +58,109 +225%
SEI Investments
134
SEI Investments
Pennsylvania
$951K – – –
Citigroup
135
Citigroup
New York
$933K +$497K +43,319 +114%
JGIA
136
Jackson Grant Investment Advisers
Connecticut
$929K -$627K -54,638 -40%
CFB
137
Cullen/Frost Bankers
Texas
$909K +$2.76K +241 +0.3%
BWG
138
Balanced Wealth Group
Ohio
$906K +$906K +78,976 New
AC
139
AlphaCore Capital
California
$898K -$45.9K -4,000 -5%
GAM
140
Gould Asset Management
California
$896K -$12.8K -1,120 -1%
AWM
141
Accel Wealth Management
Iowa
$890K -$88.7K -7,729 -9%
IWN
142
Independent Wealth Network
Iowa
$883K +$37.4K +3,259 +4%
DADC
143
D.A. Davidson & Co
Montana
$867K +$14.5K +1,268 +2%
GC
144
Gratus Capital
Georgia
$860K – – –
GCM
145
Glaxis Capital Management
Florida
$837K +$700K +61,000 +508%
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$834K -$31K -2,700 -4%
CCG
147
Coastwise Capital Group
California
$820K -$163K -14,212 -17%
CTC
148
Central Trust Company
Missouri
$819K -$50.9K -4,435 -6%
NC
149
NewSquare Capital
Pennsylvania
$812K +$48.9K +4,265 +6%
TSS
150
Two Sigma Securities
New York
$798K +$395K +34,461 +98%
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