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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 %
BTI
401
Blue Trust Inc
Georgia
$24.1K +$6.12K +531 +34%
SWM
402
Spire Wealth Management
Virginia
$24.1K -$18.9K -1,638 -44%
Franklin Resources
403
Franklin Resources
California
$23.1K
LFASL
404
Lugano Financial Advisors SA (LFA)
Switzerland
$22.8K +$22.8K +1,975 New
WCM
405
Winthrop Capital Management
Indiana
$22K +$22K +1,938 New
HGERS
406
Householder Group Estate & Retirement Specialist
Arizona
$21K -$126K -11,075 -86%
BWM
407
Bernard Wealth Management
Michigan
$20.2K +$20.2K +1,752 New
HBW
408
Hazlett, Burt & Watson
West Virginia
$20K +$290 +25 +1%
CAL
409
Capital Analysts LLC
Pennsylvania
$20K +$387 +34 +2%
Deutsche Bank
410
Deutsche Bank
Germany
$18.1K
LFG
411
Larson Financial Group
Missouri
$18.1K +$265 +23 +1%
FGC
412
Financial Gravity Companies
Texas
$17.3K
CFD
413
Creative Financial Designs
Indiana
$17.1K
FFA
414
Farther Finance Advisors
California
$16.9K -$10.6K -920 -39%
VWWMG
415
Vermillion & White Wealth Management Group
Pennsylvania
$15.4K
MAS
416
MPWM Advisory Solutions
Georgia
$14.7K +$14.7K +1,273 New
FFO
417
Fortitude Family Office
Arizona
$14.4K
PGAM
418
Princeton Global Asset Management
New Jersey
$13.9K
SL
419
Salomon & Ludwin
Virginia
$13.2K
RWM
420
Rialto Wealth Management
New York
$12.8K +$12.8K +1,108 New
WB
421
Webster Bank
Connecticut
$12.1K
FRA
422
Front Row Advisors
California
$11.5K
SS
423
Sunbelt Securities
Texas
$11.2K -$25.7K -2,237 -70%
FW
424
Fairway Wealth
Ohio
$10K +$10K +868 New
AA
425
AlphaMark Advisors
Kentucky
$10K