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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 %
SS
301
Sunbelt Securities
Texas
$184K -$41.4K -3,606 -18%
JWCA
302
J.W. Cole Advisors
Florida
$180K -$19.9K -1,733 -10%
SF
303
Synovus Financial
Georgia
$179K +$179K +15,622 New
PWMAG
304
Pinnacle Wealth Management Advisory Group
New Jersey
$178K +$178K +15,528 New
OPWM
305
Oxinas Partners Wealth Management
Indiana
$178K -$20K -1,748 -10%
LFAS
306
Level Four Advisory Services
Texas
$177K +$562 +49 +0.3%
NSIM
307
North Star Investment Management
Illinois
$177K +$1.18K +103 +0.7%
CAP
308
Columbia Advisory Partners
Washington
$177K -$45.4K -3,961 -20%
BWFA
309
Baltimore-Washington Financial Advisors
Maryland
$176K +$3.1K +270 +2%
MC
310
Moors & Cabot
Massachusetts
$176K -$72K -6,276 -29%
M&T Bank
311
M&T Bank
New York
$175K -$41.5K -3,620 -19%
B
312
Bensler
Washington
$175K -$53.3K -4,644 -23%
IA
313
IFG Advisory
Georgia
$175K -$291K -25,362 -62%
GG
314
GenWealth Group
New Jersey
$173K
SCA
315
Snowden Capital Advisors
New York
$173K +$173K +15,044 New
AFC
316
AFT Forsyth & Company
Florida
$172K -$17.1K -1,491 -9%
FCA
317
FinTrust Capital Advisors
South Carolina
$171K -$64K -5,583 -27%
ACA
318
Aptus Capital Advisors
Alabama
$171K -$51.4K -4,478 -23%
FF
319
Farrell Financial
New York
$170K +$170K +15,526 New
FAIM
320
Financial Advocates Investment Management
Washington
$169K -$150K -12,876 -47%
PIA
321
Perennial Investment Advisors
California
$169K -$463K -40,326 -73%
WCG
322
Weaver Consulting Group
California
$165K
LF
323
Lantz Financial
Illinois
$165K -$20.9K -1,825 -11%
AAS
324
Ameritas Advisory Services
Nebraska
$164K -$462K -40,165 -74%
PA
325
Paragon Advisors
Texas
$161K +$161K +14,014 New