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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 %
RIA
451
Realta Investment Advisors
Delaware
$8.83K +$8.83K +743 New
WP
452
WealthShield Partners
North Carolina
$8.8K -$7.31K -615 -45%
WIM
453
Westside Investment Management
California
$8.36K
RIL
454
Rothschild Investment LLC
Illinois
$7.69K +$7.69K +647 New
APC
455
Aspire Private Capital
North Carolina
$6.63K +$380 +32 +6%
FFA
456
Frazier Financial Advisors
Ohio
$6.6K +$6.6K +556 New
SIC
457
SJS Investment Consulting
Ohio
$5.94K +$5.94K +500 New
RFS
458
Richardson Financial Services
Massachusetts
$5.94K +$5.94K +500 New
HIA
459
Harbor Investment Advisory
Maryland
$5.38K
WWM
460
Wolff Wiese Magana
California
$5.38K
MA
461
Montag & Associates
Georgia
$4.98K -$6.24K -525 -56%
PFA
462
Pathway Financial Advisers
Indiana
$4.95K
M
463
MOTCO
Texas
$4.28K +$4.28K +360 New
FSWA
464
Financial Synergies Wealth Advisors
Texas
$3.95K +$3.95K +332 New
PP
465
Pacifica Partners
Canada
$2.38K
CSC
466
Caldwell Sutter Capital
California
$2.38K
CWP
467
Concord Wealth Partners
Virginia
$2.23K
DAM
468
Delta Asset Management
Tennessee
$1.9K
MIM
469
MTM Investment Management
South Carolina
$1.73K +$1.73K +146 New
WB
470
Webster Bank
Connecticut
$1.53K
CB
471
Centennial Bank
Arkansas
$1.51K
CTA
472
Colonial Trust Advisors
South Carolina
$1.39K +$356 +30 +34%
AA
473
Ancora Advisors
Ohio
$1.28K +$594 +50 +86%
OC
474
Oakworth Capital
Alabama
$1.06K
LCM
475
Logan Capital Management
Pennsylvania
$1.06K +$12 +1 +1%