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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 %
GF
126
Gries Financial
Ohio
$1.14M +$1.14M +95,895 New
KWM
127
Kingsview Wealth Management
Oregon
$1.12M +$8.35K +703 +0.8%
FDCDDQ
128
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.07M +$25.5K +2,150 +2%
SRC
129
Shufro Rose & Co
New York
$1.06M -$199K -16,751 -16%
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$1.05M +$4.38K +369 +0.4%
SEI Investments
131
SEI Investments
Pennsylvania
$985K – – –
BCFS
132
Butensky & Cohen Financial Security
Florida
$971K -$68.8K -5,792 -7%
JGIA
133
Jackson Grant Investment Advisers
Connecticut
$967K +$4.84K +407 +0.5%
BWG
134
Beta Wealth Group
California
$936K -$1.13M -95,158 -55%
IWM
135
IHT Wealth Management
Illinois
$934K +$688K +57,937 +280%
GAM
136
Gould Asset Management
California
$928K -$594 -50 -0.1%
IWN
137
Independent Wealth Network
Iowa
$915K +$594 +50 +0.1%
DADC
138
D.A. Davidson & Co
Montana
$907K +$9.26K +779 +1%
Cerity Partners
139
Cerity Partners
New York
$892K -$3.77M -142,026 -81%
GC
140
Gratus Capital
Georgia
$891K – – –
GCM
141
Glaxis Capital Management
Florida
$891K +$23.8K +2,000 +3%
AWM
142
Accel Wealth Management
Iowa
$863K -$59.4K -4,998 -6%
CCG
143
Coastwise Capital Group
California
$856K +$7.54K +635 +0.9%
SPC
144
Sigma Planning Corp
Michigan
$813K +$399K +33,571 +96%
NC
145
NewSquare Capital
Pennsylvania
$811K -$30.4K -2,555 -4%
IBOK
146
Independence Bank of Kentucky
Kentucky
$787K -$38.6K -3,250 -5%
QC
147
Quadrature Capital
United Kingdom
$777K +$777K +65,331 New
CFB
148
Cullen/Frost Bankers
Texas
$758K -$183K -15,410 -19%
CA
149
CSM Advisors
Pennsylvania
$733K – – –
1IA
150
1620 Investment Advisors
Massachusetts
$730K +$21.5K +1,806 +3%
4 5
6
7 8