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Invesco Preferred ETF

461 hedge funds and large institutions have $2.15B invested in Invesco Preferred ETF in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 143 increasing their positions, 164 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
6.67%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
53
Increased
143
Reduced
164
Closed
46
Calls
$445K
Puts
$1K
Net Calls
+$444K
Net Calls Change
+$280K
Name Holding Trade Value Shares
Change
Shares
Change %
VWM
426
Venturi Wealth Management
Texas
$9.43K +$8.34K +675 +767%
WIM
427
Westside Investment Management
California
$8.69K
TSMHT
428
Thurston Springer Miller Herd & Titak
Indiana
$8.65K
BCMLT
429
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.16K +$8.16K +661 New
RIL
430
Rothschild Investment LLC
Illinois
$7.99K
APC
431
Aspire Private Capital
North Carolina
$6.5K
WWM
432
Wolff Wiese Magana
California
$5.6K
Citadel Advisors
433
Citadel Advisors
Florida
$5.21K -$1.74M -141,078 -100%
MA
434
Montag & Associates
Georgia
$5.18K
PFA
435
Pathway Financial Advisers
Indiana
$5.15K
PA
436
Pineridge Advisors
Missouri
$3.81K +$3.81K +308 New
WP
437
WealthShield Partners
North Carolina
$3.79K
GM
438
GeoWealth Management
Illinois
$3.42K +$3.42K +277 New
TCM
439
Tradewinds Capital Management
Washington
$2.78K +$2.78K +225 New
NL
440
NVWM LLC
Pennsylvania
$2.58K +$2.58K +209 New
SJIM
441
St. Johns Investment Management
Florida
$2.32K +$2.32K +188 New
CWP
442
Concord Wealth Partners
Virginia
$2.12K -$198 -16 -9%
CAS
443
Coppell Advisory Solutions
Texas
$2.08K
NFA
444
Northwest Financial Advisors
Virginia
$2.04K +$2.04K +165 New
OC
445
Oakworth Capital
Alabama
$2.03K +$926 +75 +84%
BlackRock
446
BlackRock
New York
$2.01K +$2.01K +163 New
Cohen & Steers
447
Cohen & Steers
New York
$2K -$9.94M -939,250 -100%
DAM
448
Delta Asset Management
Tennessee
$1.98K
AP
449
Aspect Partners
Virginia
$1.54K +$309 +25 +25%
LCM
450
Logan Capital Management
Pennsylvania
$1.13K +$12 +1 +1%