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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 %
CB
401
CNB Bank
Pennsylvania
$22.5K
HBW
402
Hazlett, Burt & Watson
West Virginia
$22K -$19.6K -1,742 -47%
RWA
403
Redmont Wealth Advisors
Illinois
$21.5K
BTI
404
Blue Trust Inc
Georgia
$21.2K
DJSG
405
D.J. St. Germain
Massachusetts
$21.1K
Deutsche Bank
406
Deutsche Bank
Germany
$18.1K
CAL
407
Capital Analysts LLC
Pennsylvania
$18K
LFG
408
Larson Financial Group
Missouri
$17.6K +$17.6K +1,521 New
FGAM
409
Financial Gravity Asset Management
Texas
$17.3K -$93.8K -8,125 -84%
HWA
410
HHM Wealth Advisors
Tennessee
$17.3K
HNB
411
Hilltop National Bank
Wyoming
$17.2K +$17.2K +1,490 New
CFD
412
Creative Financial Designs
Indiana
$17.1K
GI
413
Gradient Investments
Minnesota
$15.5K
VWWMG
414
Vermillion & White Wealth Management Group
Pennsylvania
$15.4K
JPWM
415
Jamison Private Wealth Management
Georgia
$14.3K
ATC
416
Adirondack Trust Company
New York
$13.3K
SL
417
Salomon & Ludwin
Virginia
$13.2K
WB
418
Webster Bank
Connecticut
$12.2K +$10.7K +923 +716%
FRA
419
Front Row Advisors
California
$11.6K
DFA
420
DHJJ Financial Advisors
Illinois
$11.5K -$15K -1,301 -57%
TWP
421
Triad Wealth Partners
Kansas
$11.3K +$11.3K +975 New
AA
422
AlphaMark Advisors
Kentucky
$10K -$1.11K -100 -10%
MRCM
423
M&R Capital Management
New Jersey
$9.23K
PCWA
424
Pacific Capital Wealth Advisors
California
$9.07K
HCM
425
Hollencrest Capital Management
California
$8.86K +$8.86K +767 New