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Invesco Preferred ETF

462 hedge funds and large institutions have $1.99B invested in Invesco Preferred ETF in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 137 increasing their positions, 188 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
462
Holders Change
-26
Holders Change %
-5.33%
% of All Funds
6.72%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
35
Increased
137
Reduced
188
Closed
53
Calls
$166K
Puts
$2K
Net Calls
+$164K
Net Calls Change
+$42K
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
376
Spire Wealth Management
Virginia
$44.5K -$774 -67 -2%
ACA
377
Aptus Capital Advisors
Alabama
$42.9K -$131K -11,318 -75%
JEST
378
JTC Employer Solutions Trustee
Jersey
$42K
National Bank of Canada
379
National Bank of Canada
Quebec, Canada
$41.6K
WSCM
380
Wellington Shields Capital Management
New York
$41.5K -$23.4K -2,024 -36%
TCA
381
Trifecta Capital Advisors
Illinois
$40.8K
SA
382
SRH Advisors
Kansas
$40.4K
TAM
383
Townsend Asset Management
North Carolina
$38.6K
BF
384
BOK Financial
Oklahoma
$37.5K
EWA
385
EverSource Wealth Advisors
Alabama
$36K +$4.64K +400 +15%
WIA
386
Wetzel Investment Advisors
Indiana
$35.6K
SIS
387
Strategic Investment Solutions
Illinois
$35.1K +$35.1K +2,816 New
Barclays
388
Barclays
United Kingdom
$35K
TF
389
Tompkins Financial
New York
$34.2K -$18.8K -1,626 -35%
TH
390
TCTC Holdings
Texas
$32.1K
FFA
391
Founders Financial Alliance
North Carolina
$28.7K -$485 -42 -2%
GWANC
392
Guardian Wealth Advisors (North Carolina)
North Carolina
$27.7K
ME
393
McIlrath & Eck
Washington
$27.6K +$8.56K +741 +45%
JFG
394
JDM Financial Group
Texas
$27.4K
FFA
395
Farther Finance Advisors
California
$26.9K -$5.76K -500 -18%
SWA
396
SOA Wealth Advisors
New York
$25.5K -$8.11K -702 -24%
CA
397
Crewe Advisors
Utah
$25.1K -$4.41K -382 -15%
RCM
398
Raleigh Capital Management
North Carolina
$23.2K +$23.2K +2,009 New
Franklin Resources
399
Franklin Resources
California
$23.1K
CCM
400
Chilton Capital Management
Texas
$23.1K +$23.1K +2,000 New