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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 %
GIA
276
Gladstone Institutional Advisory
Florida
$222K +$87.1K +7,593 +65%
MA
277
MKT Advisors
California
$219K -$28.6K -2,500 -12%
BBWP
278
Beacon Bridge Wealth Partners
Pennsylvania
$218K -$56.6K -4,932 -21%
HH
279
Hilltop Holdings
Texas
$215K +$7.51K +655 +4%
CAM
280
Cresset Asset Management
Illinois
$214K +$5.67K +494 +3%
CCM
281
Crabel Capital Management
California
$208K +$208K +18,163 New
IAG
282
Investmark Advisory Group
Connecticut
$207K +$459 +40 +0.2%
LIA
283
LS Investment Advisors
Michigan
$206K +$206K +17,990 New
GCA
284
Greenwood Capital Associates
South Carolina
$205K -$7.24K -631 -3%
CPRC
285
Consolidated Portfolio Review Corp
New York
$204K +$20.8K +1,814 +11%
SAM
286
SignalPoint Asset Management
Missouri
$200K -$7.72K -675 -4%
CPL
287
CAP Partners LLC
Tennessee
$199K +$199K +17,371 New
CFO
288
CVA Family Office
Colorado
$199K +$2.5K +218 +1%
NFSG
289
Newbridge Financial Services Group
Florida
$196K -$35.7K -3,112 -15%
NP
290
NorthRock Partners
Minnesota
$195K +$195K +16,972 New
SSWM
291
Sheets Smith Wealth Management
North Carolina
$191K -$206 -18 -0.1%
Fisher Asset Management
292
Fisher Asset Management
Washington
$191K +$191K +16,630 New
HCM
293
Highlander Capital Management
New Jersey
$190K
WCM
294
Whitener Capital Management
North Carolina
$189K -$138K -12,008 -42%
JPWM
295
Jamison Private Wealth Management
Georgia
$187K -$27.8K -2,420 -13%
HGERS
296
Householder Group Estate & Retirement Specialist
Arizona
$187K -$80.6K -7,055 -30%
VAS
297
Vestmark Advisory Solutions
Massachusetts
$187K +$344 +30 +0.2%
LNC
298
Lincoln National Corp
Pennsylvania
$186K -$1.06K -92 -0.6%
CRWM
299
Castle Rock Wealth Management
California
$186K -$5.33K -465 -3%
SWA
300
Sax Wealth Advisors
New Jersey
$184K -$1.21M -105,206 -87%