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Invesco Preferred ETF

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
CAG
226
Csenge Advisory Group
Florida
$332K +$6.91K +602 +2%
VFA
227
Valeo Financial Advisors
Indiana
$328K
AA
228
ACT Advisors
North Carolina
$327K +$327K +28,505 New
OA
229
Oxbow Advisors
Texas
$324K -$1.01K -88 -0.3%
MFS
230
Madrona Financial Services
Washington
$319K -$59K -5,141 -16%
ASN
231
Advisory Services Network
Georgia
$316K -$55.6K -4,849 -15%
MIA
232
MainStreet Investment Advisors
Illinois
$315K +$34.9K +3,045 +12%
US Bancorp
233
US Bancorp
Minnesota
$314K +$31.9K +2,785 +11%
AFP
234
Ausdal Financial Partners
Iowa
$311K +$16K +1,396 +5%
BSW
235
Buckingham Strategic Wealth
Missouri
$308K -$7.25K -632 -2%
PA
236
Pinnacle Associates
New York
$305K +$91.5K +7,981 +43%
CIA
237
Capital Investment Advisors
Georgia
$305K +$46 +4 +0%
CB
238
Commerce Bank
Missouri
$305K -$58.3K -5,082 -16%
KPWS
239
Kestra Private Wealth Services
Texas
$298K -$11.8K -1,025 -4%
OIA
240
OneDigital Investment Advisors
Kansas
$297K +$100K +8,727 +51%
AWM
241
Atticus Wealth Management
Florida
$297K -$293K -25,513 -50%
WBCM
242
Wilson & Boucher Capital Management
California
$289K -$9.18K -800 -3%
FA
243
FF Advisors
California
$289K +$289K +25,200 New
PWM
244
Perigon Wealth Management
California
$289K +$3.96K +345 +1%
WAM
245
Worth Asset Management
Texas
$288K +$104K +9,100 +57%
MFG
246
MidWestOne Financial Group
Iowa
$287K +$287K +25,000 New
MPWT
247
MassMutual Private Wealth & Trust
Connecticut
$284K +$28.5K +2,487 +11%
AWA
248
Amplius Wealth Advisors
Pennsylvania
$284K
WIM
249
WealthPlan Investment Management
Nebraska
$283K +$401 +35 +0.1%
AGP
250
Autumn Glory Partners
Texas
$281K