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Invesco Preferred ETF
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Overview Fund Activity

462 hedge funds and large institutions have $1.99B invested in Invesco Preferred ETF in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 137 increasing their positions, 188 reducing their positions, and 53 closing their positions.

Holders
462
Holders Change
-26
Holders Change %
-5.33%
% of All Funds
6.72%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
35
Increased
137
Reduced
188
Closed
53
Calls
$166K
Puts
$2K
Net Calls
+$164K
Net Calls Change
+$42K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$635M
2
AWM
2
Apollon Wealth Management
South Carolina
$28.2M
3
LPL Financial
3
LPL Financial
California
$157M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$12M
5
Morgan Stanley
5
Morgan Stanley
New York
$96.2M

Top Sellers

1
SAMC
1
Spectrum Asset Management (Connecticut)
Connecticut
$3.48M
2
Ameriprise
2
Ameriprise
Minnesota
$68.9M
3
Cohen & Steers
3
Cohen & Steers
New York
$10.9M
4
OPAM
4
Ocean Park Asset Management
California
$0
5
AA
5
ACT Advisors
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$635M 54,935,181 +4,031,839 +8%
Wells Fargo
2
Wells Fargo
California
$173M 14,939,540 +144,517 +1%
LPL Financial
3
LPL Financial
California
$157M 13,579,206 +1,197,584 +10%
Morgan Stanley
4
Morgan Stanley
New York
$96.2M 8,332,444 +372,474 +5%
Ameriprise
5
Ameriprise
Minnesota
$68.9M 5,969,947 -3,206,110 -35%
UBS Group
6
UBS Group
Switzerland
$59M 5,109,209 -39,317 -0.8%
Bessemer Group
7
Bessemer Group
New Jersey
$58.8M 5,091,215 – –
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$42.5M 3,676,920 +197,125 +6%
AF
9
Allworth Financial
California
$40.5M 3,439,785 +59,123 +2%
AWM
10
Apollon Wealth Management
South Carolina
$28.2M 2,439,962 +2,325,672 +2,035%
Osaic Holdings
11
Osaic Holdings
Arizona
$24.3M 2,101,370 +74,269 +4%
HNB
12
Huntington National Bank
Ohio
– – – –
RJFSA
13
Raymond James Financial Services Advisors
Florida
$16M 1,382,375 +64,346 +5%
ISB
14
Iowa State Bank
Iowa
$15.2M 1,314,877 +46,127 +4%
CCA
15
Checchi Capital Advisers
California
$14.3M 1,234,217 +55,032 +5%
AMG
16
Advisors Management Group
Wisconsin
$13.9M 1,207,586 +56,945 +5%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$13.8M 1,192,875 +126,034 +12%
IFPG
18
Intrepid Financial Planning Group
Indiana
$13.2M 1,138,961 -30,734 -3%
Goldman Sachs
19
Goldman Sachs
New York
$12.5M 1,085,756 +219,840 +25%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$12M 1,042,453 +456,871 +78%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$11.8M 1,016,278 -12,455 -1%
Marshall Wace
22
Marshall Wace
United Kingdom
$11.1M 960,800 +23,600 +3%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$11.1M 958,584 -42,520 -4%
Cohen & Steers
24
Cohen & Steers
New York
$10.9M 939,439 -2,631,014 -74%
RJA
25
Raymond James & Associates
Florida
$10.7M 925,476 +36,524 +4%
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