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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 %
PA
451
PSI Advisors
Florida
$1.67K +$969 +84 +138%
GSWM
452
Golden State Wealth Management
California
$1.49K +$1.49K +129 New
AP
453
Aspect Partners
Virginia
$1.44K
RFA
454
Reyes Financial Architecture
California
$1.25K +$1.25K +108 New
LCM
455
Logan Capital Management
Pennsylvania
$1.07K +$23 +2 +2%
AssetMark Inc
456
AssetMark Inc
California
$1.06K +$1.06K +92 New
POIA
457
Pin Oak Investment Advisors
Texas
$1K
MCM
458
Mainstream Capital Management
California
$842 +$842 +73 New
SSB
459
Sandy Spring Bank
Maryland
$830
BC
460
Barrett & Company
Rhode Island
$761 +$761 +66 New
OSAM
461
O'Shaughnessy Asset Management
Connecticut
$680
FMII
462
Farmers & Merchants Investments Inc
Nebraska
$577
CSWM
463
Cassady Schiller Wealth Management
Ohio
$484
HI
464
Horizon Investments
North Carolina
$390
NS
465
NBC Securities
Alabama
$378 -$406K -34,344 -100%
HIA
466
Harbor Investment Advisory
Maryland
$288
PFBT
467
Parkside Financial Bank & Trust
Missouri
$243
GEA
468
Glen Eagle Advisors
New Jersey
$150
SAM
469
Smartleaf Asset Management
Massachusetts
$71 -$46.6K -3,934 -100%
AA
470
ACT Advisors
North Carolina
-$17.4M -1,406,285 Closed
OPAM
471
Ocean Park Asset Management
California
-$15.4M -1,251,000 Closed
PCM
472
Price Capital Management
Louisiana
-$6.83M -552,900 Closed
Wolverine Trading
473
Wolverine Trading
Illinois
-$3.24M -260,602 Closed
IAN
474
Integrated Advisors Network
Texas
-$2.4M -193,965 Closed
BCI
475
Brinker Capital Investments
Pennsylvania
-$2.36M -190,834 Closed