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Invesco Preferred ETF

467 hedge funds and large institutions have $2.58B invested in Invesco Preferred ETF in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 143 increasing their positions, 162 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+6
Holders Change %
+1.3%
% of All Funds
6.22%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
65
Increased
143
Reduced
162
Closed
51
Calls
$633K
Puts
$202K
Net Calls
+$431K
Net Calls Change
-$13K
Name Holding Trade Value Shares
Change
Shares
Change %
FA
226
FF Advisors
California
$296K +$31.3K +2,667 +12%
WWM
227
Western Wealth Management
Colorado
$295K -$11.4K -991 -4%
BWM
228
BCS Wealth Management
Tennessee
$289K -$31.5K -2,735 -10%
BAM
229
Belpointe Asset Management
Nevada
$289K
KPWS
230
Kestra Private Wealth Services
Texas
$286K +$1.38K +120 +0.5%
AWA
231
Amplius Wealth Advisors
Pennsylvania
$285K
PWM
232
Perigon Wealth Management
California
$285K -$23.5K -2,024 -8%
Envestnet Portfolio Solutions
233
Envestnet Portfolio Solutions
Illinois
$283K +$4.61K +400 +2%
PPWM
234
Paragon Private Wealth Management
Kentucky
$283K -$13.2K -1,141 -4%
WBCM
235
Wilson & Boucher Capital Management
California
$281K
ASN
236
Advisory Services Network
Georgia
$280K +$97.9K +8,490 +54%
AT
237
American Trust
Kentucky
$279K +$279K +24,193 New
AWM
238
Atticus Wealth Management
Florida
$278K +$3.14K +272 +1%
AGP
239
Autumn Glory Partners
Texas
$272K
MHIP
240
Mountain Hill Investment Partners
New Jersey
$264K +$264K +22,905 New
MIA
241
MainStreet Investment Advisors
Illinois
$264K +$18.5K +1,605 +8%
MFS
242
Madrona Financial Services
Washington
$260K -$8.57K -743 -3%
LIA
243
LS Investment Advisors
Michigan
$258K
MWM
244
Modern Wealth Management
Kansas
$257K -$8.11K -703 -3%
TSS
245
Two Sigma Securities
New York
$255K +$255K +22,116 New
SWA
246
Sax Wealth Advisors
New Jersey
$253K +$16.6K +1,440 +7%
VFA
247
Valeo Financial Advisors
Indiana
$252K -$12.5K -1,081 -5%
KeyBank National Association
248
KeyBank National Association
Ohio
$251K
AL
249
ACAS LLC
California
$249K +$1.81K +155 +0.7%
SSW
250
Stone Summit Wealth
Florida
$245K -$16.1K -1,400 -6%