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Invesco Preferred ETF

461 hedge funds and large institutions have $2.15B invested in Invesco Preferred ETF in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 143 increasing their positions, 164 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
6.67%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
53
Increased
143
Reduced
164
Closed
46
Calls
$445K
Puts
$1K
Net Calls
+$444K
Net Calls Change
+$280K
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
376
Aptus Capital Advisors
Alabama
$45.4K -$531 -43 -1%
JEST
377
JTC Employer Solutions Trustee
Jersey
$45K
National Bank of Canada
378
National Bank of Canada
Quebec, Canada
$44.8K
TCA
379
Trifecta Capital Advisors
Illinois
$43.7K
SA
380
SRH Advisors
Kansas
$43.2K
WSCM
381
Wellington Shields Capital Management
New York
$42.1K -$2.29K -185 -5%
TAM
382
Townsend Asset Management
North Carolina
$41.3K
NFSG
383
Newbridge Financial Services Group
Florida
$41.1K -$41.5K -3,358 -50%
BF
384
BOK Financial
Oklahoma
$40.4K
SS
385
Sunbelt Securities
Texas
$39.6K -$38.7K -3,133 -49%
EWA
386
EverSource Wealth Advisors
Alabama
$38.7K +$408 +33 +1%
EB
387
Eastern Bank
Massachusetts
$37.1K +$37.1K +3,000 New
TF
388
Tompkins Financial
New York
$36.6K
SIS
389
Strategic Investment Solutions
Illinois
$35K +$247 +20 +0.7%
TH
390
TCTC Holdings
Texas
$34.3K
TRCT
391
Tower Research Capital (TRC)
New York
$31.9K -$84.7K -6,860 -73%
WSFS
392
Wilmington Savings Fund Society
Delaware
$31.2K +$31.2K +2,525 New
FFA
393
Founders Financial Alliance
North Carolina
$31.1K +$358 +29 +1%
HWA
394
Heritage Wealth Advisors
Virginia
$30.5K +$30.5K +2,467 New
GWANC
395
Guardian Wealth Advisors (North Carolina)
North Carolina
$29.6K
ME
396
McIlrath & Eck
Washington
$29.5K
FFA
397
Farther Finance Advisors
California
$29.4K +$655 +53 +2%
JFG
398
JDM Financial Group
Texas
$29.3K
SWA
399
SOA Wealth Advisors
New York
$27.7K +$395 +32 +1%
CA
400
Crewe Advisors
Utah
$26.8K