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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 %
CLA
276
Carnegie Lake Advisors
New Jersey
$191K
PFGIA
277
Patriot Financial Group Insurance Agency
Massachusetts
$191K +$5.7K +494 +3%
FUBT
278
First United Bank & Trust
Maryland
$190K -$55.3K -4,799 -23%
EFG
279
Ehrlich Financial Group
California
$189K +$189K +16,387 New
WAG
280
Wallace Advisory Group
California
$187K +$187K +15,129 New
TSWM
281
Tyler-Stone Wealth Management
Ohio
$184K +$1.33K +115 +0.7%
BFAG
282
Blackston Financial Advisory Group
Florida
$182K -$3.53K -306 -2%
SC
283
Sierra Capital
Florida
$177K
OA
284
Oxbow Advisors
Texas
$175K -$108K -9,391 -38%
GG
285
GenWealth Group
New Jersey
$174K
WIM
286
WealthPlan Investment Management
Nebraska
$173K -$64.6K -5,605 -27%
PFP
287
Pinnacle Financial Partners
Tennessee
$173K
RDWM
288
Red Door Wealth Management
Tennessee
$173K +$173K +15,000 New
HH
289
Hilltop Holdings
Texas
$173K
CAP
290
Columbia Advisory Partners
Washington
$167K -$6.78K -588 -4%
FI
291
Financial Insights
Washington
$164K
CF
292
Centaurus Financial
California
$158K +$158K +13,716 New
CIA
293
Concurrent Investment Advisors
Florida
$157K -$51K -4,426 -25%
GSEP
294
Golden State Equity Partners
California
$157K +$157K +13,628 New
WCG
295
Weaver Consulting Group
California
$156K
MGIA
296
Matthew Goff Investment Advisor
Texas
$155K
TYCC
297
Texas Yale Capital Corp
Florida
$151K +$151K +13,100 New
UCB
298
United Community Bank
South Carolina
$149K -$7.38K -640 -5%
CWM
299
Collaborative Wealth Management
Florida
$146K +$146K +12,629 New
BPA
300
Beacon Pointe Advisors
California
$146K +$507 +44 +0.3%