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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
7.08%
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 %
TWM
351
Tradition Wealth Management
Minnesota
$134K
RFA
352
Register Financial Advisors
Georgia
$134K -$1.77K -149 -1%
WS
353
Wedbush Securities
California
$133K -$2.46K -207 -2%
AWA
354
Arkadios Wealth Advisors
Georgia
$133K
PG
355
Prostatis Group
Maryland
$131K +$12 +1 +0%
RG
356
Rathbones Group
United Kingdom
$131K
HT
357
Headlands Technologies
Illinois
$129K +$42.3K +3,561 +49%
RWIA
358
Roger Wittlin Investment Advisory
California
$128K +$1.85K +156 +1%
PCIA
359
Prime Capital Investment Advisors
Kansas
$128K +$5.52K +465 +5%
LEFP
360
Leading Edge Financial Planning
Tennessee
$127K -$253K -21,303 -67%
BBWP
361
Beacon Bridge Wealth Partners
Pennsylvania
$126K -$99.1K -8,341 -44%
EIP
362
Ellis Investment Partners
Pennsylvania
$125K +$125K +10,549 New
BC
363
Burney Company
Virginia
$124K
QIM
364
Quest Investment Management
Oregon
$124K
SCM
365
Saxony Capital Management
Missouri
$124K +$124K +10,425 New
WB
366
WesBanco Bank
West Virginia
$123K +$2.97K +250 +2%
BCM
367
Basso Capital Management
Connecticut
$123K
CHJWM
368
Carlton Hofferkamp & Jenks Wealth Management
Texas
$122K
Vontobel Holding
369
Vontobel Holding
Switzerland
$122K
WWP
370
Walden Wealth Partners
Ohio
$121K
VVP
371
Venture Visionary Partners
Ohio
$121K -$1.82K -153 -1%
BFEC
372
Benjamin F. Edwards & Company
Missouri
$121K +$476 +40 +0.4%
SS
373
Sunbelt Securities
Texas
$119K -$71.6K -6,025 -38%
HIC
374
Holderness Investments Company
North Carolina
$119K -$594 -50 -0.5%
MWM
375
Mattern Wealth Management
Kansas
$119K