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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 %
RIA
426
Realta Investment Advisors
Delaware
$8.58K
WIM
427
Westside Investment Management
California
$8.13K
TSMHT
428
Thurston Springer Miller Herd & Titak
Indiana
$8.09K +$8.09K +700 New
CP
429
Castleview Partners
Texas
$7.62K -$25.6K -2,216 -77%
Fifth Third Bancorp
430
Fifth Third Bancorp
Ohio
$7.6K +$7.6K +658 New
RIL
431
Rothschild Investment LLC
Illinois
$7.47K
FFA
432
Frazier Financial Advisors
Ohio
$6.51K +$92 +8 +1%
APC
433
Aspire Private Capital
North Carolina
$6.08K -$370 -32 -6%
LIA
434
Lynx Investment Advisory
District of Columbia
$5.84K +$5.84K +506 New
RFS
435
Richardson Financial Services
Massachusetts
$5.78K
WWM
436
Wolff Wiese Magana
California
$5.23K
MA
437
Montag & Associates
Georgia
$4.84K
PFA
438
Pathway Financial Advisers
Indiana
$4.82K
WP
439
WealthShield Partners
North Carolina
$3.55K -$5.01K -434 -59%
CFGS
440
Concourse Financial Group Securities
Alabama
$3.47K -$34.7K -3,000 -91%
ANBT
441
American National Bank & Trust
Texas
$2.67K +$2.67K +231 New
CWP
442
Concord Wealth Partners
Virginia
$2.17K
CAS
443
Coppell Advisory Solutions
Texas
$1.93K +$1.93K +167 New
DAM
444
Delta Asset Management
Tennessee
$1.85K
AP
445
Aspect Partners
Virginia
$1.16K +$289 +25 +33%
LCM
446
Logan Capital Management
Pennsylvania
$1.04K +$12 +1 +1%
OC
447
Oakworth Capital
Alabama
$1.03K
VWM
448
Venturi Wealth Management
Texas
$1.02K
POIA
449
Pin Oak Investment Advisors
Texas
$1K
FPFS
450
First Personal Financial Services
North Carolina
$994