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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.

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

Top Sellers

1
LPL Financial
1
LPL Financial
California
$123M
2
Bank of America
2
Bank of America
North Carolina
$653M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$11M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$5.15M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$21.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$653M 56,905,206 -2,005,803 -3%
Morgan Stanley
2
Morgan Stanley
New York
$194M 16,945,886 +7,478,647 +79%
Wells Fargo
3
Wells Fargo
California
$176M 15,353,490 -78,484 -0.5%
Ameriprise
4
Ameriprise
Minnesota
$123M 10,760,893 -593,426 -5%
LPL Financial
5
LPL Financial
California
$123M 10,724,154 -3,917,474 -27%
Cohen & Steers
6
Cohen & Steers
New York
$76.9M 6,707,643 +6,707,019 +1,074,843%
Bessemer Group
7
Bessemer Group
New Jersey
$58.4M 5,091,215 – –
UBS Group
8
UBS Group
Switzerland
$52.9M 4,608,109 -498,673 -10%
SAMC
9
Spectrum Asset Management (Connecticut)
Connecticut
$42.4M 3,694,150 +857,423 +30%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$39.5M 3,443,616 +28,029 +0.8%
AF
11
Allworth Financial
California
$36.3M 3,160,807 -334,618 -10%
HNB
12
Huntington National Bank
Ohio
– – – –
Osaic Holdings
13
Osaic Holdings
Arizona
$21.1M 1,835,465 -900,881 -33%
SA
14
Stonebridge Advisors
Connecticut
$18.9M 1,650,849 -15,461 -0.9%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$17.5M 1,523,462 -199,912 -12%
ISB
16
Iowa State Bank
Iowa
$16M 1,394,676 -42,206 -3%
IFPG
17
Intrepid Financial Planning Group
Indiana
$13.6M 1,181,755 -130,380 -10%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$13.3M 1,150,405 -359,357 -24%
AMG
19
Advisors Management Group
Wisconsin
$12.8M 1,116,201 -493 -0%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$12.7M 1,108,223 +39,160 +4%
CCA
21
Checchi Capital Advisers
California
$12.1M 1,058,829 +91,845 +9%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$11.8M 1,029,356 -264,854 -20%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$11M 962,239 -1,098,777 -53%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$10.8M 939,158 -38,570 -4%
Prudential Financial
25
Prudential Financial
New Jersey
$10.5M 919,004 +85,935 +10%
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