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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$605M 50,903,342 -6,001,864 -11%
Wells Fargo
2
Wells Fargo
California
$176M 14,795,023 -558,467 -4%
LPL Financial
3
LPL Financial
California
$147M 12,381,622 +1,657,468 +15%
Ameriprise
4
Ameriprise
Minnesota
$111M 9,176,057 -1,584,836 -15%
Morgan Stanley
5
Morgan Stanley
New York
$94.6M 7,959,970 -8,985,916 -53%
UBS Group
6
UBS Group
Switzerland
$61.2M 5,148,526 +540,417 +12%
Bessemer Group
7
Bessemer Group
New Jersey
$60.5M 5,091,215 – –
Cohen & Steers
8
Cohen & Steers
New York
$42.4M 3,570,453 -3,137,190 -47%
SAMC
9
Spectrum Asset Management (Connecticut)
Connecticut
$41.8M 3,518,408 -175,742 -5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$41.3M 3,479,795 +36,179 +1%
AF
11
Allworth Financial
California
$40.2M 3,380,662 +219,855 +7%
Osaic Holdings
12
Osaic Holdings
Arizona
$24.1M 2,027,101 +191,636 +10%
HNB
13
Huntington National Bank
Ohio
– – – –
SA
14
Stonebridge Advisors
Connecticut
$20M 1,682,794 +31,945 +2%
OPAM
15
Ocean Park Asset Management
California
$17.6M 1,479,416 +1,479,416 New
AA
16
ACT Advisors
North Carolina
$16.3M 1,373,724 +1,345,219 +4,719%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$15.7M 1,318,029 +461,692 +54%
ISB
18
Iowa State Bank
Iowa
$15.1M 1,268,750 -125,926 -9%
CCA
19
Checchi Capital Advisers
California
$14M 1,179,185 +120,356 +11%
IFPG
20
Intrepid Financial Planning Group
Indiana
$13.9M 1,169,695 -12,060 -1%
AMG
21
Advisors Management Group
Wisconsin
$13.7M 1,150,641 +34,440 +3%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$12.7M 1,066,841 +37,485 +4%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$12.4M 1,028,733 -121,672 -11%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$11.9M 1,001,104 +38,865 +4%
Marshall Wace
25
Marshall Wace
United Kingdom
$11.1M 937,200 +427,200 +84%
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