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Invesco Preferred ETF

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
FFN
226
Focus Financial Network
Minnesota
$347K -$80.7K -7,131 -19%
LC
227
Landaas & Company
Wisconsin
$344K -$57.4K -4,837 -14%
SC
228
Sierra Capital
Florida
$340K -$10K -842 -3%
Corient Private Wealth
229
Corient Private Wealth
Florida
$330K -$29.2K -2,462 -8%
MFS
230
Madrona Financial Services
Washington
$330K
VFA
231
Valeo Financial Advisors
Indiana
$329K
ASN
232
Advisory Services Network
Georgia
$327K +$24 +2 +0%
MIA
233
MainStreet Investment Advisors
Illinois
$326K
RW
234
RVW Wealth
California
$324K -$76.5K -6,439 -19%
CA
235
Cetera Advisors
Colorado
$322K +$175K +14,766 +119%
AFP
236
Ausdal Financial Partners
Iowa
$320K -$2.33K -196 -0.7%
PWM
237
Perigon Wealth Management
California
$316K +$17.4K +1,465 +6%
CIA
238
Capital Investment Advisors
Georgia
$316K +$36 +3 +0%
WSTAM
239
Wilbanks Smith & Thomas Asset Management
Virginia
$311K -$475K -39,986 -60%
CB
240
Commerce Bank
Missouri
$310K -$5.69K -479 -2%
KPWS
241
Kestra Private Wealth Services
Texas
$309K +$606 +51 +0.2%
MA
242
MONECO Advisors
Connecticut
$307K -$1.21M -101,558 -80%
MA
243
Mutual Advisors
Nebraska
$306K +$25K +2,105 +9%
FUBT
244
First United Bank & Trust
Maryland
$303K +$179K +15,091 +145%
SBIA
245
Sheaff Brock Investment Advisors
Indiana
$303K -$70.9K -5,968 -19%
CAG
246
Csenge Advisory Group
Florida
$302K -$42.1K -3,546 -12%
WBCM
247
Wilson & Boucher Capital Management
California
$299K
FA
248
FF Advisors
California
$299K
MFG
249
MidWestOne Financial Group
Iowa
$297K
AWA
250
Amplius Wealth Advisors
Pennsylvania
$294K