PGX icon

Invesco Preferred ETF

468 hedge funds and large institutions have $2B invested in Invesco Preferred ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 146 increasing their positions, 192 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less funds holding

Funds holding:

24% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 192

27% less capital invested

Capital invested by funds: $2.76B → $2B (-$760M)

29% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 66

Holders
468
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$835K
Puts
$822K
Net Calls
Net Calls Change

Top Sellers

1 -$59.7M
2 -$20.9M
3 -$10.9M
4
PA
Parkside Advisors
California
-$9.79M
5
Cerity Partners
Cerity Partners
New York
-$8.12M
Name Holding Trade Value Shares
Change
Change in
Stake
351
$133K
352
$132K
353
$132K
354
$131K
355
$130K
356
$130K
357
$129K
358
$127K
359
$127K
360
$127K
361
$126K
362
$126K
363
$124K
364
$122K
365
$121K
366
$120K
367
$118K
368
$117K
369
$115K
370
$112K
371
$109K
372
$95.8K
373
$95.3K
374
$93.1K
375
$91.5K