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Invesco Preferred ETF

467 hedge funds and large institutions have $2.58B invested in Invesco Preferred ETF in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 143 increasing their positions, 162 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+6
Holders Change %
+1.3%
% of All Funds
6.22%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
65
Increased
143
Reduced
162
Closed
51
Calls
$633K
Puts
$202K
Net Calls
+$431K
Net Calls Change
-$13K
Name Holding Trade Value Shares
Change
Shares
Change %
TCA
376
Trifecta Capital Advisors
Illinois
$40.8K
SA
377
SRH Advisors
Kansas
$40.4K
TAM
378
Townsend Asset Management
North Carolina
$38.6K
NFSG
379
Newbridge Financial Services Group
Florida
$38.3K
Fidelity Investments
380
Fidelity Investments
Massachusetts
$37.9K +$37.7K +3,274 +32,740%
CSPIA
381
Cary Street Partners Investment Advisory
Virginia
$37.8K +$37.8K +3,280 New
WSCM
382
Wellington Shields Capital Management
New York
$37.4K -$1.9K -165 -5%
EWA
383
EverSource Wealth Advisors
Alabama
$35.7K -$380 -33 -1%
KTC
384
Kentucky Trust Company
Kentucky
$35.5K +$35.5K +3,080 New
Barclays
385
Barclays
United Kingdom
$35K -$6.45M -552,900 -99%
EB
386
Eastern Bank
Massachusetts
$34.6K
RMP
387
Richards, Merrill & Peterson
Washington
$34.6K +$34.6K +3,000 New
TF
388
Tompkins Financial
New York
$34.2K
TSMHT
389
Thurston Springer Miller Herd & Titak
Indiana
$32.2K +$24.1K +2,093 +299%
TH
390
TCTC Holdings
Texas
$32K
RPCA
391
Running Point Capital Advisors
California
$29.9K -$47.6K -4,124 -61%
FFA
392
Founders Financial Alliance
North Carolina
$29.4K +$357 +31 +1%
WSFS
393
Wilmington Savings Fund Society
Delaware
$29.1K
HWA
394
Heritage Wealth Advisors
Virginia
$28.4K
GWANC
395
Guardian Wealth Advisors (North Carolina)
North Carolina
$27.7K
ME
396
McIlrath & Eck
Washington
$27.5K
JFG
397
JDM Financial Group
Texas
$27.3K
AWM
398
Avior Wealth Management
Nebraska
$27.1K -$15.9K -1,432 -37%
SWA
399
SOA Wealth Advisors
New York
$26.2K +$381 +33 +1%
CA
400
Crewe Advisors
Utah
$25.1K