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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 %
TWM
326
Tradition Wealth Management
Minnesota
$131K
PG
327
Prostatis Group
Maryland
$128K +$23 +2 +0%
QC
328
Quadrature Capital
United Kingdom
$127K -$628K -54,320 -83%
RG
329
Rathbones Group
United Kingdom
$127K
DSC
330
Duncker Streett & Co
Missouri
$127K +$23.1K +2,000 +22%
BFG
331
Bleakley Financial Group
New Jersey
$127K -$66.7K -5,778 -34%
SW
332
Simplicity Wealth
New Jersey
$127K -$66.7K -5,778 -34%
RWIA
333
Roger Wittlin Investment Advisory
California
$127K +$1.79K +155 +1%
NSIM
334
North Star Investment Management
Illinois
$126K -$53.2K -4,606 -30%
FPAS
335
Focus Partners Advisor Solutions
Missouri
$125K +$125K +10,844 New
CHJWM
336
Carlton Hofferkamp & Jenks Wealth Management
Texas
$125K
TLP
337
Trinity Legacy Partners
Texas
$123K -$117K -10,168 -49%
Fisher Asset Management
338
Fisher Asset Management
Washington
$121K +$121K +10,517 New
SCM
339
Saxony Capital Management
Missouri
$121K +$1.01K +87 +0.8%
BC
340
Burney Company
Virginia
$121K
QIM
341
Quest Investment Management
Oregon
$121K
WB
342
WesBanco Bank
West Virginia
$120K
BCM
343
Basso Capital Management
Connecticut
$119K
Vontobel Holding
344
Vontobel Holding
Switzerland
$118K
GJIA
345
Glass Jacobson Investment Advisors
Maryland
$118K -$38.4K -3,325 -25%
BFEC
346
Benjamin F. Edwards & Company
Missouri
$118K +$463 +40 +0.4%
WWP
347
Walden Wealth Partners
Ohio
$118K
CIA
348
Cladis Investment Advisory
Montana
$118K +$118K +10,177 New
CWS
349
Cypress Wealth Services
California
$116K -$23.1K -2,000 -17%
MWM
350
Mattern Wealth Management
Kansas
$116K