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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 %
SSB
451
Sandy Spring Bank
Maryland
$832
PA
452
PSI Advisors
Florida
$705
HGA
453
Hobbs Group Advisors
South Carolina
$681 +$681 +59 New
OSAM
454
O'Shaughnessy Asset Management
Connecticut
$681 +$681 +59 New
FMII
455
Farmers & Merchants Investments Inc
Nebraska
$578 -$162 -14 -22%
CSWM
456
Cassady Schiller Wealth Management
Ohio
$485
BC
457
Barrett & Company
Rhode Island
$401
HIA
458
Harbor Investment Advisory
Maryland
$289 -$4.95K -428 -94%
PFBT
459
Parkside Financial Bank & Trust
Missouri
$243
GEA
460
Glen Eagle Advisors
New Jersey
$150
SAM
461
Smartleaf Asset Management
Massachusetts
$98
Citigroup
462
Citigroup
New York
$46 -$535K -46,537 -100%
Fidelity Investments
463
Fidelity Investments
Massachusetts
$35 +$23 +2 +200%
GA
464
GoalVest Advisory
New York
$12
OPAM
465
Ocean Park Asset Management
California
-$17.6M -1,479,416 Closed
AA
466
ACT Advisors
North Carolina
-$16.3M -1,373,724 Closed
RL
467
Retireful LLC
Michigan
-$2.98M -251,226 Closed
DLCIG
468
D.L. Carlson Investment Group
New Hampshire
-$1.3M -109,532 Closed
GAA
469
Global Assets Advisory
Florida
-$5.02M -59,726 Closed
DFA
470
DHK Financial Advisors
New Hampshire
-$629K -52,942 Closed
SSA
471
Schonfeld Strategic Advisors
New York
-$596K -50,162 Closed
LCWP
472
Legacy Capital Wealth Partners
Arkansas
-$476K -40,527 Closed
SCA
473
Snowden Capital Advisors
New York
-$466K -39,214 Closed
BWS
474
Buck Wealth Strategies
Colorado
-$411K -34,560 Closed
Qube Research & Technologies (QRT)
475
Qube Research & Technologies (QRT)
United Kingdom
-$355K -29,851 Closed