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Invesco Preferred ETF

489 hedge funds and large institutions have $2.22B invested in Invesco Preferred ETF in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 117 increasing their positions, 215 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
489
Holders Change
+17
Holders Change %
+3.6%
% of All Funds
7.17%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
73
Increased
117
Reduced
215
Closed
48
Calls
$111K
Puts
$73K
Net Calls
+$38K
Net Calls Change
-$1.18M
Name Holding Trade Value Shares
Change
Shares
Change %
PFSC
401
Peoples Financial Services Corp
Pennsylvania
$45.9K
SIS
402
Strategic Investment Solutions
Illinois
$44.8K -$2.94M -256,337 -98%
JEST
403
JTC Employer Solutions Trustee
Jersey
$42K
HBW
404
Hazlett, Burt & Watson
West Virginia
$42K +$332 +29 +0.8%
National Bank of Canada
405
National Bank of Canada
Quebec, Canada
$41.5K
SA
406
SRH Advisors
Kansas
$40.1K
CAL
407
Capital Analysts LLC
Pennsylvania
$40K +$19.1K +1,655 +91%
HI
408
Harbour Investments
Wisconsin
$39.7K -$23.5K -2,049 -37%
TAM
409
Townsend Asset Management
North Carolina
$38.4K
BF
410
BOK Financial
Oklahoma
$37.2K +$33.8K +2,943 +968%
EWA
411
EverSource Wealth Advisors
Alabama
$36K +$5.07K +442 +16%
RL
412
Rogco LP
Oklahoma
$35K
CT
413
Cambridge Trust
Massachusetts
$34.4K -$10.3K -897 -23%
WIA
414
Wetzel Investment Advisors
Indiana
$34K +$34K +2,997 New
DWMG
415
DB Wealth Management Group
California
$33.1K
FFA
416
Founders Financial Alliance
North Carolina
$33.1K +$493 +43 +2%
SWA
417
SOA Wealth Advisors
New York
$32.9K +$206 +18 +0.6%
CP
418
Castleview Partners
Texas
$32.9K +$32.9K +2,869 New
FFA
419
Farther Finance Advisors
California
$32.5K -$1.54K -134 -5%
TH
420
TCTC Holdings
Texas
$31.8K
FFO
421
Fortitude Family Office
Arizona
$31.7K +$31.7K +2,760 New
GI
422
Gradient Investments
Minnesota
$31.6K +$16K +1,397 +103%
Franklin Resources
423
Franklin Resources
California
$31.4K -$3.04K -265 -9%
WCM
424
Winthrop Capital Management
Indiana
$28.3K +$28.3K +2,471 New
GWANC
425
Guardian Wealth Advisors (North Carolina)
North Carolina
$27.5K