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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
7.07%
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 %
FGAM
376
Financial Gravity Asset Management
Texas
$112K -$303K -26,082 -73%
DSC
377
Duncker Streett & Co
Missouri
$107K +$41.6K +3,500 +64%
MSG
378
Main Street Group
Virginia
$103K +$97.8K +8,230 +1,936%
UB
379
UMB Bank
Missouri
$98.9K -$8.41K -708 -8%
SAM
380
S.A. Mason
Michigan
$96.9K -$1.78K -150 -2%
CWM
381
Consultiva Wealth Management
Puerto Rico
$96.1K +$96.1K +8,093 New
PO
382
Private Ocean
California
$94.1K +$94.1K +7,920 New
IGWM
383
ICA Group Wealth Management
Colorado
$93K -$38K -3,196 -29%
TSWM
384
Tyler-Stone Wealth Management
Ohio
$92.7K -$107 -9 -0.1%
PA
385
Parallel Advisors
California
$90.1K -$22.5K -1,897 -20%
RF
386
Robbins Farley
New Hampshire
$86K
PCM
387
Palouse Capital Management
Washington
$82.6K +$82.6K +6,956 New
BAM
388
Bellevue Asset Management
Washington
$80.4K +$71 +6 +0.1%
RPCA
389
Running Point Capital Advisors
California
$79.8K
CIAS
390
Capital Investment Advisory Services
North Carolina
$77.6K -$23K -1,936 -23%
BSB
391
Bangor Savings Bank
Maine
$77.2K
BCWM
392
Bartlett & Co Wealth Management
Ohio
$76.7K
CHA
393
Carmichael Hill & Associates
Maryland
$69.3K
WSCM
394
Wellington Shields Capital Management
New York
$66.7K -$29.8K -2,511 -31%
HI
395
Harbour Investments
Wisconsin
$65.3K +$24.2K +2,040 +59%
CA
396
Clearstead Advisors
Ohio
$64.3K
PSB
397
Piscataqua Savings Bank
New Hampshire
$62K -$26.8K -2,257 -30%
TF
398
Tompkins Financial
New York
$54.5K -$13.7K -1,156 -20%
CWM
399
Cedar Wealth Management
California
$52.6K -$2.38K -200 -4%
Jones Financial Companies
400
Jones Financial Companies
Missouri
$48.4K +$23.8K +2,000 +96%