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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 %
IBOK
151
Independence Bank of Kentucky
Kentucky
$797K -$99.4K -8,663 -11%
MFG
152
Merit Financial Group
Georgia
$767K -$2.31M -201,408 -75%
SSW
153
Stone Summit Wealth
Florida
$764K -$22.8K -1,989 -3%
WSTAM
154
Wilbanks Smith & Thomas Asset Management
Virginia
$759K +$455K +39,689 +150%
Mirae Asset Global Investments
155
Mirae Asset Global Investments
South Korea
$720K +$720K +62,790 New
ATPW
156
Ashton Thomas Private Wealth
Arizona
$713K – – –
CA
157
CSM Advisors
Pennsylvania
$708K – – –
LWMG
158
Levy Wealth Management Group
Pennsylvania
$698K +$29.2K +2,546 +4%
SWMG
159
Sanchez Wealth Management Group
Florida
$685K +$112K +9,804 +20%
1IA
160
1620 Investment Advisors
Massachusetts
$684K -$93.9K -8,188 -12%
Focus Partners Wealth
161
Focus Partners Wealth
Massachusetts
$648K +$648K +56,500 New
OIA
162
Optimum Investment Advisors
Illinois
$642K -$42.4K -3,700 -6%
BJL
163
Brighton Jones LLC
Washington
$621K +$12.4K +1,077 +2%
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$621K -$412K -35,880 -40%
GWCM
165
Godshalk Welsh Capital Management
Pennsylvania
$608K -$530K -46,208 -47%
AWA
166
Aletheian Wealth Advisors
Washington
$606K -$333K -29,032 -35%
DFA
167
DHK Financial Advisors
New Hampshire
$599K +$10.6K +922 +2%
RG
168
Retirement Group
California
$593K -$13.8K -1,199 -2%
CKAIS
169
Christensen King & Associates Investment Services
Washington
$557K +$557K +48,586 New
AAP
170
Arax Advisory Partners
Colorado
$544K -$92.7K -8,083 -15%
HCM
171
Hilton Capital Management
New York
$537K -$57.4K -5,000 -10%
BRIA
172
Balanced Rock Investment Advisors
Massachusetts
$532K +$532K +46,415 New
NCM
173
Narwhal Capital Management
Georgia
$528K – – –
TPW
174
Transatlantique Private Wealth
New York
$520K -$209K -18,262 -29%
RT
175
Rockland Trust
Massachusetts
$512K +$21.7K +1,890 +4%
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7
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