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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.

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 %
Stifel Financial
26
Stifel Financial
Missouri
$10.3M +$959K +83,051 +10%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$10.1M -$378K -32,739 -4%
Creative Planning
28
Creative Planning
Kansas
$9.66M -$275K -23,783 -3%
Prudential Financial
29
Prudential Financial
New Jersey
$9.34M -$1.37M -118,442 -13%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$8.88M +$304K +26,343 +4%
ML
31
McAdam LLC
Pennsylvania
$8.08M +$332K +28,718 +4%
GWAG
32
Garrett Wealth Advisory Group
Texas
$8.05M +$56.3K +4,874 +0.7%
FNBTCON
33
First National Bank & Trust Co of Newtown
Pennsylvania
$7.74M +$49.3K +4,270 +0.6%
SA
34
Stonebridge Advisors
Connecticut
$7.61M -$11.8M -1,023,908 -61%
AGA
35
Arkos Global Advisors
Texas
$7.59M +$21K +1,815 +0.3%
LOIP
36
Live Oak Investment Partners
Texas
$7.41M
PAG
37
Private Advisor Group
New Jersey
$6.93M +$11K +949 +0.2%
AI
38
Atria Investments
North Carolina
$6.31M +$3.04M +262,981 +93%
AP
39
Advisors Preferred
Maryland
$6.19M -$3.79M -328,606 -38%
Truist Financial
40
Truist Financial
North Carolina
$6.1M -$514K -44,540 -8%
MML Investors Services
41
MML Investors Services
Massachusetts
$6.05M -$140K -12,118 -2%
PC
42
Prairiewood Capital
North Dakota
$5.72M +$174K +15,064 +3%
CTWM
43
Cherry Tree Wealth Management
Minnesota
$5.63M -$139K -12,046 -2%
PT
44
Plimoth Trust
Massachusetts
$5.61M -$205K -17,790 -4%
RA
45
RFG Advisory
Alabama
$5.59M +$439K +38,027 +9%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$5.57M -$596K -51,608 -10%
KAS
47
Kestra Advisory Services
Texas
$5.36M +$1.99M +172,096 +59%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$5.31M -$215K -18,580 -4%
NCM
49
Noesis Capital Mangement
Florida
$5.11M +$80K +6,930 +2%
SIS
50
Sound Income Strategies
Florida
$4.88M +$369K +31,969 +8%