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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 %
PFT
251
Providence First Trust
Arizona
$242K -$28.8K -2,500 -11%
PA
252
Perennial Advisors
New York
$240K +$240K +20,852 New
MFG
253
Merit Financial Group
Georgia
$239K -$1.34K -116 -0.6%
NFG
254
Nations Financial Group
Iowa
$235K -$243K -21,105 -51%
PA
255
Pinnacle Associates
New York
$235K -$72.4K -6,280 -24%
CFO
256
CVA Family Office
Colorado
$234K +$48.8K +4,232 +26%
RFN
257
RDA Financial Network
Iowa
$232K -$28.8K -2,500 -11%
EW
258
Evoke Wealth
California
$229K
PNC Financial Services Group
259
PNC Financial Services Group
Pennsylvania
$225K -$27.2K -2,363 -11%
TW
260
TrinityPoint Wealth
Connecticut
$223K -$51.9K -4,503 -19%
SAM
261
SignalPoint Asset Management
Missouri
$222K
MFGM
262
Marshall Financial Group (Maryland)
Maryland
$220K
CAM
263
Cresset Asset Management
Illinois
$219K +$2.3K +199 +1%
AC
264
Apella Capital
Connecticut
$217K -$70K -6,069 -24%
BCWM
265
Bartlett & Co Wealth Management
Ohio
$208K +$1.97K +171 +1%
CIA
266
Capital Investment Advisors
Georgia
$205K -$461 -40 -0.2%
JF
267
Joule Financial
Kentucky
$200K +$1.91K +166 +1%
CPL
268
CAP Partners LLC
Tennessee
$199K -$623 -54 -0.3%
EA
269
Eclectic Associates
California
$199K +$2.94K +255 +1%
CPRC
270
Consolidated Portfolio Review Corp
New York
$199K -$2.53K -219 -1%
HWM
271
Howard Wealth Management
Connecticut
$198K -$260K -22,590 -57%
PI
272
PFG Investments
New York
$194K +$194K +16,824 New
CTC
273
Central Trust Company
Missouri
$192K -$257K -22,328 -57%
FTUS
274
Flow Traders U.S.
New York
$192K -$98.7K -8,541 -34%
PWM
275
Purus Wealth Management
California
$192K +$192K +16,630 New