PGX icon

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
7.07%
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 %
PFT
276
Providence First Trust
Arizona
$244K
EW
277
Evoke Wealth
California
$236K +$236K +19,848 New
MFGM
278
Marshall Financial Group (Maryland)
Maryland
$235K
PAS
279
Park Avenue Securities
New York
$234K +$2.5K +210 +1%
CW
280
CreativeOne Wealth
Kansas
$232K +$111K +9,290 +91%
SAM
281
SignalPoint Asset Management
Missouri
$232K +$23.8K +2,000 +11%
EWA
282
EP Wealth Advisors
California
$230K +$230K +19,401 New
HH
283
Hilltop Holdings
Texas
$223K
OIA
284
OneDigital Investment Advisors
Kansas
$223K -$84.6K -7,118 -27%
CAM
285
Cresset Asset Management
Illinois
$219K -$2.7K -227 -1%
HP
286
Hilltop Partners
Indiana
$217K -$32.9K -2,770 -13%
IAG
287
Investmark Advisory Group
Connecticut
$216K +$2.04K +172 +1%
LIA
288
LS Investment Advisors
Michigan
$214K
DAS
289
Diversify Advisory Services
Utah
$212K +$212K +17,824 New
JF
290
Joule Financial
Kentucky
$211K -$63.7K -5,358 -23%
CFO
291
CVA Family Office
Colorado
$208K +$2.13K +179 +1%
CPL
292
CAP Partners LLC
Tennessee
$208K +$1.24K +104 +0.6%
CPRC
293
Consolidated Portfolio Review Corp
New York
$207K -$3.68K -310 -2%
PI
294
PFG Investments
New York
$207K +$207K +17,460 New
MPWT
295
MassMutual Private Wealth & Trust
Connecticut
$207K -$87.2K -7,342 -30%
SA
296
Strategic Advocates
Utah
$204K -$160K -13,475 -44%
NP
297
NorthRock Partners
Minnesota
$202K +$166 +14 +0.1%
GCA
298
Greenwood Capital Associates
South Carolina
$200K -$11.9K -1,001 -6%
BFG
299
Bleakley Financial Group
New Jersey
$199K -$89.2K -7,506 -31%
SW
300
Simplicity Wealth
New Jersey
$199K +$199K +16,773 New