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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 %
ATPW
151
Ashton Thomas Private Wealth
Arizona
$726K -$13.1K -1,100 -2%
SWMG
152
Sanchez Wealth Management Group
Florida
$698K -$11K -924 -2%
LWMG
153
Levy Wealth Management Group
Pennsylvania
$698K – – –
CTC
154
Central Trust Company
Missouri
$687K -$161K -13,537 -19%
AWS
155
Atria Wealth Solutions
New York
$678K +$158K +13,332 +30%
Focus Partners Wealth
156
Focus Partners Wealth
Massachusetts
$671K – – –
BPA
157
Beacon Pointe Advisors
California
$671K -$425K -35,799 -39%
OIA
158
Optimum Investment Advisors
Illinois
$670K +$5.35K +450 +0.8%
BJL
159
Brighton Jones LLC
Washington
$652K +$8.53K +718 +1%
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$647K +$3.46K +291 +0.5%
TPW
161
Transatlantique Private Wealth
New York
$645K +$107K +9,019 +20%
GWCM
162
Godshalk Welsh Capital Management
Pennsylvania
$642K +$11.9K +1,000 +2%
DFA
163
DHK Financial Advisors
New Hampshire
$629K +$8.95K +753 +1%
AWA
164
Aletheian Wealth Advisors
Washington
$627K -$713 -60 -0.1%
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$625K -$238K -20,046 -28%
RG
166
Retirement Group
California
$614K +$404 +34 +0.1%
SSA
167
Schonfeld Strategic Advisors
New York
$596K +$446K +37,524 +297%
Mirae Asset Global Investments
168
Mirae Asset Global Investments
South Korea
$582K -$163K -13,760 -22%
SF
169
Summit Financial
New Jersey
$574K +$208K +17,498 +57%
WWM
170
Wagner Wealth Management
South Carolina
$572K +$572K +48,181 New
AAS
171
Ameritas Advisory Services
Nebraska
$565K +$396K +33,415 +235%
Lido Advisors
172
Lido Advisors
California
$561K +$42.2K +3,551 +8%
Citigroup
173
Citigroup
New York
$553K -$414K -34,824 -43%
IAIM
174
International Assets Investment Management
Florida
$542K +$80.4K +6,765 +17%
RT
175
Rockland Trust
Massachusetts
$533K +$2.22K +187 +0.4%
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7
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