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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 %
CRWM
326
Castle Rock Wealth Management
California
$164K -$21.1K -1,845 -11%
GJIA
327
Glass Jacobson Investment Advisors
Maryland
$161K
GIA
328
Gladstone Institutional Advisory
Florida
$161K -$69.1K -5,816 -30%
MGIA
329
Matthew Goff Investment Advisor
Texas
$160K
YWM
330
Yoder Wealth Management
California
$157K
CFS
331
Coordinated Financial Services
Colorado
$156K +$156K +13,165 New
EA
332
Eclectic Associates
California
$156K +$156K +13,119 New
UCB
333
United Community Bank
South Carolina
$155K -$2.03K -171 -1%
Bank of New York Mellon
334
Bank of New York Mellon
New York
$155K +$155K +13,031 New
SW
335
SkyOak Wealth
Michigan
$154K
CCB
336
Cutter & Co Brokerage
Missouri
$153K +$2.19K +184 +1%
Koshinski Asset Management
337
Koshinski Asset Management
Illinois
$153K -$375K -31,557 -71%
SWA
338
Stratos Wealth Advisors
Ohio
$151K -$4.13K -348 -3%
FF
339
Farrell Financial
New York
$149K -$35.1K -2,957 -19%
WSC
340
Wellington Shields & Co
New York
$148K
B
341
Bensler
Washington
$146K -$35.3K -2,974 -20%
FCA
342
FinTrust Capital Advisors
South Carolina
$145K -$32.4K -2,725 -18%
FNBT
343
FineMark National Bank & Trust
Florida
$145K
CWS
344
Cypress Wealth Services
California
$143K -$2.45K -206 -2%
USWIA
345
UP Strategic Wealth Investment Advisors
Pennsylvania
$141K -$4.1K -345 -3%
ESB
346
Essex Savings Bank
Connecticut
$141K
PPWP
347
Proquility Private Wealth Partners
Nevada
$141K +$141K +11,843 New
UCFA
348
United Capital Financial Advisors
Texas
$140K +$140K +11,782 New
SOS
349
Silver Oak Securities
Tennessee
$138K +$138K +11,600 New
PIA
350
Perennial Investment Advisors
California
$134K -$40.6K -3,416 -23%