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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 %
AWM
251
Atticus Wealth Management
Florida
$293K -$14.5K -1,223 -5%
MFG
252
Merit Financial Group
Georgia
$293K -$483K -41,626 -62%
SFS
253
Sowell Financial Services
Arkansas
$292K +$2.15K +181 +0.7%
AGP
254
Autumn Glory Partners
Texas
$287K
CCM
255
Crabel Capital Management
California
$287K +$71.4K +6,015 +33%
BAM
256
Belpointe Asset Management
Nevada
$283K +$1.52K +128 +0.5%
PA
257
Pinnacle Associates
New York
$280K -$36.5K -3,074 -12%
WIM
258
WealthPlan Investment Management
Nebraska
$279K -$13.7K -1,151 -5%
BRWA
259
B. Riley Wealth Advisors
Florida
$279K +$51.6K +4,712 +23%
TW
260
TrinityPoint Wealth
Connecticut
$279K +$12.8K +1,081 +5%
KeyBank National Association
261
KeyBank National Association
Ohio
$279K +$279K +23,450 New
BRIA
262
Balanced Rock Investment Advisors
Massachusetts
$278K -$273K -22,985 -50%
Envestnet Portfolio Solutions
263
Envestnet Portfolio Solutions
Illinois
$272K -$11K -925 -4%
RJT
264
Raymond James Trust
Florida
$272K +$13.5K +1,140 +5%
EH
265
Equitable Holdings
New York
$271K +$110K +9,262 +68%
CIC
266
Carnegie Investment Counsel
Ohio
$268K -$11.9K -1,000 -4%
LA
267
Lifeworks Advisors
Michigan
$267K -$22.1K -1,857 -8%
OPA
268
Old Port Advisors
Maine
$260K -$98.3K -8,278 -27%
GSC
269
Ground Swell Capital
South Carolina
$260K +$260K +21,878 New
OCM
270
One Capital Management
California
$259K +$259K +21,790 New
AF
271
Advisornet Financial
Minnesota
$254K -$14.4K -1,216 -5%
PA
272
Perennial Advisors
New York
$254K -$12.3K -1,038 -5%
OA
273
Oxbow Advisors
Texas
$253K -$82.4K -6,937 -25%
AL
274
ACAS LLC
California
$249K -$3.48K -293 -1%
TLP
275
Trinity Legacy Partners
Texas
$248K -$8.44M -710,732 -97%