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Invesco Preferred ETF
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Overview Fund Activity

461 hedge funds and large institutions have $2.15B invested in Invesco Preferred ETF in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 143 increasing their positions, 164 reducing their positions, and 46 closing their positions.

Holders
461
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
6.67%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
53
Increased
143
Reduced
164
Closed
46
Calls
$445K
Puts
$1K
Net Calls
+$444K
Net Calls Change
+$280K

Top Buyers

1
SAMC
1
Spectrum Asset Management (Connecticut)
Connecticut
$43.3M
2
AA
2
ACT Advisors
North Carolina
$17.4M
3
OPAM
3
Ocean Park Asset Management
California
$15.4M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$11.6M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$22.1M

Top Sellers

1
AWM
1
Apollon Wealth Management
South Carolina
$4.33M
2
Bessemer Group
2
Bessemer Group
New Jersey
$43M
3
Cohen & Steers
3
Cohen & Steers
New York
$2K
4
LPL Financial
4
LPL Financial
California
$158M
5
SA
5
Stonebridge Advisors
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$682M 55,208,800 +273,619 +0.5%
Wells Fargo
2
Wells Fargo
California
$181M 14,689,508 -250,032 -2%
LPL Financial
3
LPL Financial
California
$158M 12,808,968 -770,238 -6%
Morgan Stanley
4
Morgan Stanley
New York
$103M 8,352,346 +19,902 +0.2%
Ameriprise
5
Ameriprise
Minnesota
$70.2M 5,676,902 -293,045 -5%
UBS Group
6
UBS Group
Switzerland
$60.4M 4,887,140 -222,069 -4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$46.1M 3,734,224 +57,304 +2%
AF
8
Allworth Financial
California
$44.3M 3,588,261 +148,476 +4%
SAMC
9
Spectrum Asset Management (Connecticut)
Connecticut
$43.3M 3,505,019 +3,204,023 +1,064%
Bessemer Group
10
Bessemer Group
New Jersey
$43M 3,482,215 -1,609,000 -32%
Osaic Holdings
11
Osaic Holdings
Arizona
$25M 2,025,290 -76,080 -4%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$22.1M 1,789,236 +746,783 +72%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$20M 1,616,028 +233,653 +17%
HNB
14
Huntington National Bank
Ohio
– – – –
AA
15
ACT Advisors
North Carolina
$17.4M 1,406,285 +1,406,285 New
CCA
16
Checchi Capital Advisers
California
$16.4M 1,327,413 +93,196 +8%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$16.1M 1,299,751 +106,876 +9%
OPAM
18
Ocean Park Asset Management
California
$15.4M 1,251,000 +1,251,000 New
AMG
19
Advisors Management Group
Wisconsin
$15.3M 1,240,990 +33,404 +3%
ISB
20
Iowa State Bank
Iowa
$13.8M 1,119,310 -195,567 -15%
IFPG
21
Intrepid Financial Planning Group
Indiana
$13.3M 1,078,964 -59,997 -5%
Goldman Sachs
22
Goldman Sachs
New York
$12.8M 1,035,504 -50,252 -5%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$12.6M 1,024,291 +65,707 +7%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$12.5M 1,007,570 -8,708 -0.9%
Stifel Financial
25
Stifel Financial
Missouri
$11.8M 951,769 +60,601 +7%
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