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Invesco Preferred ETF

467 hedge funds and large institutions have $2.58B invested in Invesco Preferred ETF in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 143 increasing their positions, 162 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+6
Holders Change %
+1.3%
% of All Funds
6.22%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
65
Increased
143
Reduced
162
Closed
51
Calls
$633K
Puts
$202K
Net Calls
+$431K
Net Calls Change
-$13K
Name Holding Trade Value Shares
Change
Shares
Change %
RWIA
326
Roger Wittlin Investment Advisory
California
$125K -$3.54K -307 -3%
BONH
327
Bank of New Hampshire
New Hampshire
$125K
SWA
328
Stratos Wealth Advisors
Ohio
$123K +$104 +9 +0.1%
CHJWM
329
Carlton Hofferkamp & Jenks Wealth Management
Texas
$121K -$3.79K -325 -3%
BC
330
Burney Company
Virginia
$121K
WB
331
WesBanco Bank
West Virginia
$120K
SF
332
Synovus Financial
Georgia
$119K -$10.4K -900 -8%
BEI
333
Benjamin Edwards Inc
Missouri
$119K +$496 +43 +0.4%
Vontobel Holding
334
Vontobel Holding
Switzerland
$118K
TC
335
TownSquare Capital
Utah
$118K -$139K -12,081 -54%
CIA
336
Cladis Investment Advisory
Montana
$117K
HWA
337
HMV Wealth Advisors
Louisiana
$116K +$116K +10,095 New
WS
338
Wedbush Securities
California
$116K +$116K +10,050 New
OFS
339
Orrstown Financial Services
Pennsylvania
$115K
FIM
340
FWL Investment Management
Texas
$115K +$115K +10,000 New
GJIA
341
Glass Jacobson Investment Advisors
Maryland
$106K -$4.45K -386 -4%
FDW
342
Fourth Dimension Wealth
Ohio
$104K +$104K +9,061 New
UB
343
UMB Bank
Missouri
$96K
VHAM
344
Van Hulzen Asset Management
California
$94.5K +$94.5K +8,200 New
SAM
345
S.A. Mason
Michigan
$94K
CWM
346
Consultiva Wealth Management
Puerto Rico
$93.3K
DSC
347
Duncker Streett & Co
Missouri
$92.2K -$34.6K -3,000 -27%
AG
348
AmeriFlex Group
Nevada
$90.7K +$90.7K +7,850 New
RFA
349
Register Financial Advisors
Georgia
$87.2K -$311 -27 -0.4%
US Bancorp
350
US Bancorp
Minnesota
$87K -$66.4K -5,760 -43%