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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 %
SFS
251
Sowell Financial Services
Arkansas
$279K -$649K -56,632 -70%
LA
252
Lifeworks Advisors
Michigan
$279K -$10.5K -919 -4%
SS
253
Simplicity Solutions
Minnesota
$278K -$2.52K -220 -0.9%
BFG
254
Bleakley Financial Group
New Jersey
$278K -$2.52K -220 -0.9%
Envestnet Portfolio Solutions
255
Envestnet Portfolio Solutions
Illinois
$274K -$23K -2,003 -8%
BAM
256
Belpointe Asset Management
Nevada
$271K +$271K +23,661 New
MA
257
Mutual Advisors
Nebraska
$271K -$9.13K -796 -3%
CIC
258
Carnegie Investment Counsel
Ohio
$270K -$30K -2,613 -10%
JF
259
Joule Financial
Kentucky
$265K -$473K -41,245 -64%
AF
260
Advisornet Financial
Minnesota
$259K -$31.3K -2,726 -11%
SA
261
Sunesis Advisors
Kansas
$258K
PA
262
Perennial Advisors
New York
$257K +$257K +22,390 New
TW
263
TrinityPoint Wealth
Connecticut
$257K +$25.8K +2,249 +11%
KWA
264
Kingswood Wealth Advisors
California
$255K +$140K +12,204 +122%
RJT
265
Raymond James Trust
Florida
$250K -$22.4K -1,953 -8%
AL
266
ACAS LLC
California
$244K -$19.2K -1,670 -7%
HP
267
Hilltop Partners
Indiana
$241K -$22.9K -1,995 -9%
CSPIA
268
Cary Street Partners Investment Advisory
Virginia
$240K -$110K -9,550 -31%
BRWA
269
B. Riley Wealth Advisors
Florida
$238K -$54K -4,712 -19%
IWM
270
IHT Wealth Management
Illinois
$238K -$2.96K -258 -1%
PFT
271
Providence First Trust
Arizona
$235K -$14.9K -1,300 -6%
MFGM
272
Marshall Financial Group (Maryland)
Maryland
$226K
WAS
273
Wealth Advisory Solutions
Indiana
$225K -$51.7K -4,510 -19%
DI
274
DFPG Investments
Utah
$225K +$59.5K +5,185 +36%
PAS
275
Park Avenue Securities
New York
$223K +$223K +19,469 New