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Invesco Preferred ETF

466 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, 139 increasing their positions, 188 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,200% more call options, than puts

Call options by funds: $166K | Put options by funds: $2K

0.39% less ownership

Funds ownership: 46.36%45.97% (-0.39%)

5% less funds holding

Funds holding: 491466 (-25)

5% less capital invested

Capital invested by funds: $2.1B → $1.99B (-$114M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

26% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 188

34% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 53

Holders
466
Holders Change
-25
Holders Change %
-5.09%
% of All Funds
6.73%
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
139
Reduced
188
Closed
53
Calls
$166K
Puts
$2K
Net Calls
+$164K
Net Calls Change
+$42K
Name Holding Trade Value Shares
Change
Change in
Stake
CB
226
Commerce Bank
Missouri
$301K
CA
227
Clearstead Advisors
Ohio
$298K +$233K +20,195 +362%
GIA
228
Gladstone Institutional Advisory
Florida
$296K +$140K +12,149 +90%
KPWS
229
Kestra Private Wealth Services
Texas
$296K -$4.94K -427 -2%
SBIA
230
Sheaff Brock Investment Advisors
Indiana
$294K
FUBT
231
First United Bank & Trust
Maryland
$293K -$2.05K -177 -0.7%
CAG
232
Csenge Advisory Group
Florida
$291K -$2.28K -197 -0.8%
FA
233
FF Advisors
California
$291K
WBCM
234
Wilson & Boucher Capital Management
California
$291K
MFG
235
MidWestOne Financial Group
Iowa
$289K
AWA
236
Amplius Wealth Advisors
Pennsylvania
$286K
AGP
237
Autumn Glory Partners
Texas
$279K
BAM
238
Belpointe Asset Management
Nevada
$278K +$3.4K +294 +1%
ORC
239
O'Rourke & Company
Massachusetts
$277K -$1.85M -160,189 -87%
SSW
240
Stone Summit Wealth
Florida
$275K -$66.5K -5,750 -19%
TW
241
TrinityPoint Wealth
Connecticut
$273K +$2.12K +183 +0.8%
MFG
242
Merit Financial Group
Georgia
$272K -$19.1K -1,655 -7%
AWM
243
Atticus Wealth Management
Florida
$272K -$13K -1,123 -5%
MFS
244
Madrona Financial Services
Washington
$269K -$52.4K -4,533 -16%
FTS
245
Fifth Third Securities
Ohio
$262K -$1.01M -87,134 -79%
RFN
246
RDA Financial Network
Iowa
$261K -$93K -8,045 -26%
RJT
247
Raymond James Trust
Florida
$260K -$4.05K -350 -2%
WIM
248
WealthPlan Investment Management
Nebraska
$260K -$11.3K -979 -4%
OA
249
Oxbow Advisors
Texas
$260K +$13.9K +1,199 +6%
LIA
250
LS Investment Advisors
Michigan
$259K +$51K +4,415 +25%