PGX icon

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 %
JFG
426
JDM Financial Group
Texas
$27.2K
CA
427
Crewe Advisors
Utah
$24.9K
Jones Financial Companies
428
Jones Financial Companies
Missouri
$23.8K +$23.8K +2,078 New
CB
429
CNB Bank
Pennsylvania
$22.3K
ME
430
McIlrath & Eck
Washington
$21.2K
DJSG
431
D.J. St. Germain
Massachusetts
$20.9K
BWM
432
Baystate Wealth Management
Massachusetts
$20.5K +$367 +32 +2%
LFA
433
LGT Financial Advisors
Texas
$18.7K
Deutsche Bank
434
Deutsche Bank
Germany
$18K -$1.06K -92 -6%
HWA
435
HHM Wealth Advisors
Tennessee
$17.2K -$2.87K -250 -14%
CFD
436
Creative Financial Designs
Indiana
$17K +$17K +1,479 New
BTI
437
Blue Trust Inc
Georgia
$16K +$1.89K +181 +13%
WP
438
WealthShield Partners
North Carolina
$15.6K
B
439
Birchbrook
Maine
$15.3K +$15.3K +1,333 New
PP
440
PFS Partners
New Jersey
$13.7K +$241 +21 +2%
ATC
441
Adirondack Trust Company
New York
$13.7K
CT
442
Colonial Trust
South Carolina
$13K
SL
443
Salomon & Ludwin
Virginia
$12.5K
FRA
444
Front Row Advisors
California
$11.5K
GGI
445
Godsey & Gibb Inc
Virginia
$11.5K +$6.19K +540 +117%
TC
446
Truvestments Capital
Florida
$11.5K +$11.5K +1,000 New
AA
447
AlphaMark Advisors
Kentucky
$11K
MA
448
Montag & Associates
Georgia
$10.8K
PWMG
449
Provence Wealth Management Group
California
$9.29K
MRCM
450
M&R Capital Management
New Jersey
$9.17K -$1.04K -91 -10%