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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 %
DFA
426
DHJJ Financial Advisors
Illinois
$27.3K -$31.4K -2,645 -53%
Franklin Resources
427
Franklin Resources
California
$23.8K -$8.73K -735 -27%
CB
428
CNB Bank
Pennsylvania
$23.1K
RWA
429
Redmont Wealth Advisors
Illinois
$22.1K +$22.1K +1,861 New
DJSG
430
D.J. St. Germain
Massachusetts
$21.7K
BTI
431
Blue Trust Inc
Georgia
$21.2K +$3.02K +254 +17%
ME
432
McIlrath & Eck
Washington
$19.5K -$2.38K -200 -11%
LFA
433
LGT Financial Advisors
Texas
$19.4K
FFWM
434
Future Financial Wealth Management
Ohio
$19.2K +$19.2K +1,618 New
CAL
435
Capital Analysts LLC
Pennsylvania
$19K -$23.2K -1,905 -55%
Deutsche Bank
436
Deutsche Bank
Germany
$18.7K
CT
437
Colonial Trust
South Carolina
$18.2K +$4.75K +400 +35%
HWA
438
HHM Wealth Advisors
Tennessee
$17.8K
CFD
439
Creative Financial Designs
Indiana
$17.6K
GI
440
Gradient Investments
Minnesota
$16K -$16.8K -1,410 -51%
VWWMG
441
Vermillion & White Wealth Management Group
Pennsylvania
$15.9K +$15.9K +1,337 New
B
442
Birchbrook
Maine
$15.8K
JPWM
443
Jamison Private Wealth Management
Georgia
$14.7K -$179K -15,087 -92%
PP
444
PFS Partners
New Jersey
$13.9K -$333 -28 -2%
ATC
445
Adirondack Trust Company
New York
$13.7K
SL
446
Salomon & Ludwin
Virginia
$13.6K
AA
447
AlphaMark Advisors
Kentucky
$12K
FRA
448
Front Row Advisors
California
$11.9K
MRCM
449
M&R Capital Management
New Jersey
$9.49K
PCWA
450
Pacific Capital Wealth Advisors
California
$9.33K