PGX icon

Invesco Preferred ETF

462 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, 137 increasing their positions, 188 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
462
Holders Change
-26
Holders Change %
-5.33%
% of All Funds
6.72%
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
137
Reduced
188
Closed
53
Calls
$166K
Puts
$2K
Net Calls
+$164K
Net Calls Change
+$42K
Name Holding Trade Value Shares
Change
Shares
Change %
AL
251
ACAS LLC
California
$245K +$1.68K +145 +0.7%
BRWA
252
B. Riley Wealth Advisors
Florida
$241K -$53.2K -4,605 -18%
Koshinski Asset Management
253
Koshinski Asset Management
Illinois
$241K +$91.6K +7,905 +61%
MA
254
MONECO Advisors
Connecticut
$237K -$61.6K -5,335 -21%
LWM
255
Liberty Wealth Management
California
$237K +$237K +234,303 New
PFT
256
Providence First Trust
Arizona
$237K
MIA
257
MainStreet Investment Advisors
Illinois
$235K -$82.6K -7,150 -26%
LFAS
258
Level Four Advisory Services
Texas
$232K +$53.7K +4,651 +30%
SW
259
SkyOak Wealth
Michigan
$228K +$78.5K +6,798 +52%
CPP
260
Capasso Planning Partners
South Carolina
$225K +$225K +19,460 New
EH
261
Equitable Holdings
New York
$224K -$39.9K -3,456 -15%
PAS
262
Park Avenue Securities
New York
$223K -$4.25K -368 -2%
SAM
263
SignalPoint Asset Management
Missouri
$223K -$2.31K -200 -1%
MFGM
264
Marshall Financial Group (Maryland)
Maryland
$220K -$8.09K -700 -4%
CAM
265
Cresset Asset Management
Illinois
$215K +$2.13K +184 +1%
BRIA
266
Balanced Rock Investment Advisors
Massachusetts
$215K -$55.9K -4,840 -21%
AF
267
Advisornet Financial
Minnesota
$214K -$33K -2,853 -13%
IAG
268
Investmark Advisory Group
Connecticut
$211K +$404 +35 +0.2%
RW
269
RVW Wealth
California
$207K -$108K -9,367 -34%
CIA
270
Capital Investment Advisors
Georgia
$205K -$102K -8,872 -33%
JF
271
Joule Financial
Kentucky
$204K -$578 -50 -0.3%
CPL
272
CAP Partners LLC
Tennessee
$203K +$1.22K +106 +0.6%
SWA
273
Sax Wealth Advisors
New Jersey
$203K +$17.4K +1,510 +9%
OPA
274
Old Port Advisors
Maine
$203K -$49.9K -4,319 -20%
CPRC
275
Consolidated Portfolio Review Corp
New York
$202K