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Invesco Preferred ETF

462 hedge funds and large institutions have $1.99B invested in Invesco Preferred ETF in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 137 increasing their positions, 188 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
462
Holders Change
-26
Holders Change %
-5.33%
% of All Funds
6.72%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
35
Increased
137
Reduced
188
Closed
53
Calls
$166K
Puts
$2K
Net Calls
+$164K
Net Calls Change
+$42K
Name Holding Trade Value Shares
Change
Shares
Change %
GI
301
GAMMA Investing
California
$154K +$154K +13,321 New
US Bancorp
302
US Bancorp
Minnesota
$154K -$193K -16,710 -56%
CFS
303
Coordinated Financial Services
Colorado
$152K +$139 +12 +0.1%
HGERS
304
Householder Group Estate & Retirement Specialist
Arizona
$152K -$10.4K -904 -6%
Envestnet Portfolio Solutions
305
Envestnet Portfolio Solutions
Illinois
$152K -$113K -9,808 -43%
Principal Financial Group
306
Principal Financial Group
Iowa
$149K +$149K +12,922 New
P
307
&Partners
Tennessee
$149K +$149K +12,867 New
RL
308
Rogco LP
Oklahoma
$146K +$110K +9,552 +313%
WSC
309
Wellington Shields & Co
New York
$144K
B
310
Bensler
Washington
$144K +$1.88K +163 +1%
FNBT
311
FineMark National Bank & Trust
Florida
$143K +$2.38K +206 +2%
DAS
312
Diversify Advisory Services
Utah
$141K -$65.4K -5,639 -32%
FCA
313
FinTrust Capital Advisors
South Carolina
$141K
KA
314
Kovack Advisors
Florida
$141K +$141K +12,203 New
CPC
315
Cookson Peirce & Co
Pennsylvania
$140K +$140K +12,105 New
FF
316
Farrell Financial
New York
$140K -$5.59K -484 -4%
UCFA
317
United Capital Financial Advisors
Texas
$139K +$3.38K +293 +2%
CIC
318
Carnegie Investment Counsel
Ohio
$139K -$122K -10,577 -47%
CCB
319
Cutter & Co Brokerage
Missouri
$139K -$10.6K -916 -7%
MC
320
Moors & Cabot
Massachusetts
$137K -$41.8K -3,622 -23%
PPWP
321
Proquility Private Wealth Partners
Nevada
$137K
AWA
322
Arkadios Wealth Advisors
Georgia
$137K +$7.37K +638 +6%
WA
323
Wambolt & Associates
Colorado
$135K -$28.5K -2,476 -17%
SOS
324
Silver Oak Securities
Tennessee
$134K
DAS
325
Dynamic Advisor Solutions
Arizona
$133K +$133K +11,480 New