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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
KeyBank National Association
251
KeyBank National Association
Ohio
$253K -$18.3K -1,579 -7%
PA
252
Perennial Advisors
New York
$247K
AL
253
ACAS LLC
California
$245K +$1.68K +145 +0.7%
BRWA
254
B. Riley Wealth Advisors
Florida
$241K -$53.2K -4,605 -18%
Koshinski Asset Management
255
Koshinski Asset Management
Illinois
$241K +$91.4K +7,905 +61%
MA
256
MONECO Advisors
Connecticut
$237K -$61.7K -5,335 -21%
LWM
257
Liberty Wealth Management
California
$237K +$2.71M +234,303 New
PFT
258
Providence First Trust
Arizona
$237K
MIA
259
MainStreet Investment Advisors
Illinois
$235K -$82.6K -7,150 -26%
LFAS
260
Level Four Advisory Services
Texas
$232K +$53.8K +4,651 +30%
SW
261
SkyOak Wealth
Michigan
$228K +$78.6K +6,798 +52%
CPP
262
Capasso Planning Partners
South Carolina
$225K +$225K +19,460 New
EH
263
Equitable Holdings
New York
$224K -$39.9K -3,456 -15%
PAS
264
Park Avenue Securities
New York
$223K -$4.25K -368 -2%
SAM
265
SignalPoint Asset Management
Missouri
$223K -$2.31K -200 -1%
MFGM
266
Marshall Financial Group (Maryland)
Maryland
$220K -$8.09K -700 -4%
CAM
267
Cresset Asset Management
Illinois
$215K +$2.13K +184 +1%
BRIA
268
Balanced Rock Investment Advisors
Massachusetts
$215K -$55.9K -4,840 -21%
AF
269
Advisornet Financial
Minnesota
$214K -$33K -2,853 -13%
IAG
270
Investmark Advisory Group
Connecticut
$211K +$405 +35 +0.2%
RW
271
RVW Wealth
California
$207K -$108K -9,367 -34%
CIA
272
Capital Investment Advisors
Georgia
$205K -$103K -8,872 -33%
JF
273
Joule Financial
Kentucky
$204K -$578 -50 -0.3%
CPL
274
CAP Partners LLC
Tennessee
$203K +$1.23K +106 +0.6%
SWA
275
Sax Wealth Advisors
New Jersey
$203K +$17.5K +1,510 +9%