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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 %
TWM
351
Tradition Wealth Management
Minnesota
$130K -$6.32K -550 -5%
AWA
352
Arkadios Wealth Advisors
Georgia
$128K +$128K +11,185 New
EWP
353
Elevation Wealth Partners
California
$128K +$128K +11,705 New
PG
354
Prostatis Group
Maryland
$127K -$1.89K -165 -1%
IGWM
355
ICA Group Wealth Management
Colorado
$126K +$126K +11,023 New
RG
356
Rathbones Group
United Kingdom
$126K
CHJWM
357
Carlton Hofferkamp & Jenks Wealth Management
Texas
$125K -$40.8K -3,500 -25%
RWIA
358
Roger Wittlin Investment Advisory
California
$122K +$2.16K +188 +2%
BC
359
Burney Company
Virginia
$120K
CWC
360
Carolinas Wealth Consulting
North Carolina
$120K -$768 -67 -0.6%
QIM
361
Quest Investment Management
Oregon
$120K
FUBT
362
First United Bank & Trust
Maryland
$119K +$119K +10,412 New
VVP
363
Venture Visionary Partners
Ohio
$119K -$424 -37 -0.4%
BCM
364
Basso Capital Management
Connecticut
$118K +$118K +10,319 New
PCIA
365
Prime Capital Investment Advisors
Kansas
$118K +$118K +10,278 New
Vontobel Holding
366
Vontobel Holding
Switzerland
$118K
CW
367
CreativeOne Wealth
Kansas
$117K -$48.6K -4,231 -29%
WWP
368
Walden Wealth Partners
Ohio
$117K +$117K +10,200 New
CIA
369
Cladis Investment Advisory
Montana
$117K
WB
370
WesBanco Bank
West Virginia
$116K
BFEC
371
Benjamin F. Edwards & Company
Missouri
$116K +$562 +49 +0.5%
FI
372
Financial Insights
Washington
$116K +$116K +10,100 New
HIC
373
Holderness Investments Company
North Carolina
$115K +$115K +10,050 New
MWM
374
Mattern Wealth Management
Kansas
$115K -$4.59K -400 -4%
FWM
375
Focused Wealth Management
New York
$114K +$229 +20 +0.2%