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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
7.07%
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 %
BA
176
Bristlecone Advisors
Washington
$525K – – –
PPWM
177
Paragon Private Wealth Management
Kentucky
$524K – – –
FHA
178
Flagship Harbor Advisors
Massachusetts
$516K +$16.7K +1,403 +3%
CKAIS
179
Christensen King & Associates Investment Services
Washington
$516K -$61.6K -5,187 -11%
MIA
180
MeadowBrook Investment Advisors
Michigan
$513K -$6.18K -520 -1%
NCM
181
Narwhal Capital Management
Georgia
$511K -$35.6K -3,000 -7%
TSS
182
Two Sigma Securities
New York
$503K -$324K -27,236 -39%
LSA
183
Lion Street Advisors
Texas
$499K – – –
NFG
184
Nations Financial Group
Iowa
$494K -$24.7K -2,075 -5%
GWSG
185
GPS Wealth Strategies Group
Colorado
$489K -$20.1K -1,694 -4%
BCM
186
Brookstone Capital Management
Illinois
$487K +$1.49K +125 +0.3%
AIC
187
Argus Investors Counsel
New York
$479K – – –
CIBC World Market
188
CIBC World Market
Ontario, Canada
$477K +$477K +40,113 New
AAP
189
Arax Advisory Partners
Colorado
$477K -$86.2K -7,254 -15%
LCWP
190
Legacy Capital Wealth Partners
Arkansas
$476K +$476K +40,527 New
PP
191
Prudential plc
United Kingdom
$475K – – –
CFP
192
Cascade Financial Partners
California
$471K +$471K +40,944 New
SCA
193
Snowden Capital Advisors
New York
$466K +$287K +24,170 +161%
AWM
194
AE Wealth Management
Kansas
$449K -$54.1K -4,556 -11%
GLA
195
Good Life Advisors
Pennsylvania
$448K +$38K +3,199 +9%
FF
196
Friedenthal Financial
New Jersey
$441K -$19.5K -1,642 -4%
NAG
197
Northstar Advisory Group
New Jersey
$423K +$19.8K +1,716 +5%
PTC
198
Private Trust Company
Ohio
$421K -$22.3K -1,881 -5%
BSW
199
Buckingham Strategic Wealth
Missouri
$421K +$102K +8,607 +32%
BWS
200
Buck Wealth Strategies
Colorado
$411K +$411K +34,560 New
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