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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 %
ATC
426
Adirondack Trust Company
New York
$9.22K
VWM
427
Venturi Wealth Management
Texas
$8.8K
WIM
428
Westside Investment Management
California
$8.12K
RIL
429
Rothschild Investment LLC
Illinois
$7.46K
RFS
430
Richardson Financial Services
Massachusetts
$5.77K -$5.77K -500 -50%
WWM
431
Wolff Wiese Magana
California
$5.22K
CAWM
432
Capital A Wealth Management
Pennsylvania
$5.18K +$5.18K +449 New
MA
433
Montag & Associates
Georgia
$4.83K
PFA
434
Pathway Financial Advisers
Indiana
$4.81K
PMFA
435
Plante Moran Financial Advisors
Michigan
$4.55K +$4.55K +395 New
OPTFSNA
436
Old Point Trust & Financial Services N A
Virginia
$4.05K +$4.05K +351 New
WP
437
WealthShield Partners
North Carolina
$3.54K
IA
438
IFS Advisors
Kansas
$3.46K +$3.46K +300 New
BF
439
BOK Financial
Oklahoma
$3.45K -$33.4K -2,943 -91%
T
440
Transce3nd
Texas
$3.17K +$3.17K +275 New
BBHC
441
Brown Brothers Harriman & Co
New York
$3.13K +$3.13K +271 New
Fifth Third Bancorp
442
Fifth Third Bancorp
Ohio
$3.09K +$3.09K +268 New
NL
443
NVWM LLC
Pennsylvania
$2.41K
RCA
444
Runnymede Capital Advisors
Ohio
$2.31K +$2.31K +200 New
Group One Trading
445
Group One Trading
Illinois
$2.31K +$2.31K +200 New
RDIA
446
RE Dickinson Investment Advisors
Iowa
$2K +$2K +13 New
GM
447
GeoWealth Management
Illinois
$1.98K -$1.21K -105 -38%
CWP
448
Concord Wealth Partners
Virginia
$1.98K
CAS
449
Coppell Advisory Solutions
Texas
$1.92K
DAM
450
Delta Asset Management
Tennessee
$1.85K