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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 %
SGWM
326
Sterling Group Wealth Management
California
$159K +$2.31K +201 +1%
EH
327
Equitable Holdings
New York
$156K +$17.1K +1,490 +12%
GJIA
328
Glass Jacobson Investment Advisors
Maryland
$156K -$57.3K -4,995 -27%
GSEP
329
Golden State Equity Partners
California
$156K
MGIA
330
Matthew Goff Investment Advisor
Texas
$154K
UCB
331
United Community Bank
South Carolina
$152K -$288K -25,130 -65%
YWM
332
Yoder Wealth Management
California
$151K
BONH
333
Bank of New Hampshire
New Hampshire
$150K -$43.2K -3,770 -22%
SWA
334
Stratos Wealth Advisors
Ohio
$149K -$2.9K -253 -2%
SW
335
SkyOak Wealth
Michigan
$149K
KA
336
Kovack Advisors
Florida
$148K -$4.38K -382 -3%
APWA
337
Atlas Private Wealth Advisors
New Jersey
$147K -$81.2K -7,076 -36%
CCB
338
Cutter & Co Brokerage
Missouri
$146K +$1.55K +135 +1%
SSA
339
Schonfeld Strategic Advisors
New York
$145K +$145K +12,638 New
WSC
340
Wellington Shields & Co
New York
$143K
CA
341
Cetera Advisors
Colorado
$142K +$4.73K +412 +3%
ESB
342
Essex Savings Bank
Connecticut
$141K
DAS
343
Dynamic Advisor Solutions
Arizona
$141K -$9.58K -837 -6%
USWIA
344
UP Strategic Wealth Investment Advisors
Pennsylvania
$141K +$141K +12,251 New
CWS
345
Cypress Wealth Services
California
$140K
FNBT
346
FineMark National Bank & Trust
Florida
$140K +$140K +12,190 New
CPIG
347
Chicago Partners Investment Group
Illinois
$135K -$535K -45,912 -80%
RFA
348
Register Financial Advisors
Georgia
$131K +$82K +7,147 +167%
WS
349
Wedbush Securities
California
$131K -$804 -70 -0.6%
AWA
350
Arete Wealth Advisors
Illinois
$131K -$227K -19,755 -63%