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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 %
PCWA
451
Pacific Capital Wealth Advisors
California
$9K +$9K +785 New
WIM
452
Westside Investment Management
California
$8.08K
FA
453
Faithward Advisors
Pennsylvania
$6.92K
APC
454
Aspire Private Capital
North Carolina
$6.03K
HIA
455
Harbor Investment Advisory
Maryland
$5.2K
WWM
456
Wolff Wiese Magana
California
$5.2K
MSG
457
Main Street Group
Virginia
$4.88K +$4.88K +425 New
PFA
458
Pathway Financial Advisers
Indiana
$4.78K
T
459
Tidemark
California
$4.76K +$4.76K +415 New
BI
460
Bramshill Investments
Florida
$3.58K +$3.58K +310 New
CAS
461
Coppell Advisory Solutions
Texas
$2.78K -$4.96K -432 -64%
CSC
462
Caldwell Sutter Capital
California
$2.29K
PP
463
Pacifica Partners
Canada
$2.25K
CWP
464
Concord Wealth Partners
Virginia
$2.16K -$2.28K -199 -51%
TFGT
465
TS Financial Group (TSFG)
Illinois
$2K
LF
466
Lee Financial
Texas
$1.84K
DAM
467
Delta Asset Management
Tennessee
$1.84K
WB
468
Webster Bank
Connecticut
$1.48K
CB
469
Centennial Bank
Arkansas
$1.46K -$38.6K -3,367 -96%
RAM
470
Riggs Asset Management
Pennsylvania
$1.41K +$1.41K +123 New
TVAMP
471
Tennessee Valley Asset Management Partners
Tennessee
$1.27K +$1.27K +111 New
AssetMark Inc
472
AssetMark Inc
California
$1.03K +$1.03K +90 New
OC
473
Oakworth Capital
Alabama
$1.02K
VWM
474
Venturi Wealth Management
Texas
$1.01K -$415 -36 -29%
LCM
475
Logan Capital Management
Pennsylvania
$1K +$1K +88 New