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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 %
PFSC
401
Peoples Financial Services Corp
Pennsylvania
$47.5K
SWM
402
Spire Wealth Management
Virginia
$46.6K -$321 -27 -0.7%
CPBTD
403
Central Pacific Bank - Trust Division
Hawaii
$45.7K +$45.7K +3,840 New
HBW
404
Hazlett, Burt & Watson
West Virginia
$44K +$286 +24 +0.7%
JEST
405
JTC Employer Solutions Trustee
Jersey
$43K
TRCT
406
Tower Research Capital (TRC)
New York
$42.9K -$50.4K -4,240 -54%
TCA
407
Trifecta Capital Advisors
Illinois
$42K -$29K -2,440 -41%
National Bank of Canada
408
National Bank of Canada
Quebec, Canada
$41.7K
SA
409
SRH Advisors
Kansas
$41.6K
TAM
410
Townsend Asset Management
North Carolina
$39.7K
CFGS
411
Concourse Financial Group Securities
Alabama
$39.2K -$33K -2,775 -46%
BF
412
BOK Financial
Oklahoma
$38.6K
RL
413
Rogco LP
Oklahoma
$36.3K
Barclays
414
Barclays
United Kingdom
$36K +$36K +3,000 New
CT
415
Cambridge Trust
Massachusetts
$35.6K
SWA
416
SOA Wealth Advisors
New York
$34.6K +$487 +41 +1%
CP
417
Castleview Partners
Texas
$34.2K +$83 +7 +0.2%
WIA
418
Wetzel Investment Advisors
Indiana
$33.9K
FFA
419
Farther Finance Advisors
California
$33.7K
TH
420
TCTC Holdings
Texas
$33K
EWA
421
EverSource Wealth Advisors
Alabama
$30.6K -$5K -442 -14%
CA
422
Crewe Advisors
Utah
$30.4K +$4.54K +382 +18%
FFA
423
Founders Financial Alliance
North Carolina
$30.1K -$4.24K -357 -12%
GWANC
424
Guardian Wealth Advisors (North Carolina)
North Carolina
$28.5K
JFG
425
JDM Financial Group
Texas
$28.2K