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Invesco Preferred ETF

464 hedge funds and large institutions have $2.16B invested in Invesco Preferred ETF in 2024 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 144 increasing their positions, 165 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

44,400% more call options, than puts

Call options by funds: $445K | Put options by funds: $1K

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

13% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 46

8% more capital invested

Capital invested by funds: $1.99B → $2.16B (+$168M)

1.69% more ownership

Funds ownership: 45.97%47.66% (+1.7%)

0% less funds holding

Funds holding: 466464 (-2)

13% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 165

Holders
464
Holders Change
-2
Holders Change %
-0.43%
% of All Funds
6.66%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
52
Increased
144
Reduced
165
Closed
46
Calls
$445K
Puts
$1K
Net Calls
+$444K
Net Calls Change
+$280K
Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
26
Marshall Wace
United Kingdom
$11.8M -$108K -9,035 -0.9%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$11.6M +$10.4M +869,414 +1,308%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$10.8M +$19.3K +1,619 +0.2%
Creative Planning
29
Creative Planning
Kansas
$10.3M -$13K -1,089 -0.1%
Prudential Financial
30
Prudential Financial
New Jersey
$9.21M -$751K -62,932 -8%
GWAG
31
Garrett Wealth Advisory Group
Texas
$8.86M +$243K +20,383 +3%
RJA
32
Raymond James & Associates
Florida
$8.24M -$3.08M -258,203 -28%
FNBTCON
33
First National Bank & Trust Co of Newtown
Pennsylvania
$8.19M -$91.5K -7,665 -1%
AGA
34
Arkos Global Advisors
Texas
$8.16M +$41.7K +3,491 +0.5%
LOIP
35
Live Oak Investment Partners
Texas
$7.99M
CA
36
Clearstead Advisors
Ohio
$7.71M +$7.15M +598,913 +2,324%
ML
37
McAdam LLC
Pennsylvania
$7.49M -$1.11M -92,946 -13%
PAG
38
Private Advisor Group
New Jersey
$7.31M -$95.8K -8,024 -1%
AI
39
Atria Investments
North Carolina
$7.03M +$280K +23,462 +4%
Barclays
40
Barclays
United Kingdom
$6.87M +$6.6M +552,900 +18,430%
PCM
41
Price Capital Management
Louisiana
$6.83M +$6.6M +552,900 New
Truist Financial
42
Truist Financial
North Carolina
$6.63M +$103K +8,599 +2%
SA
43
Sanctuary Advisors
Indiana
$6.54M +$2.43M +203,752 +59%
PC
44
Prairiewood Capital
North Dakota
$6.53M +$403K +33,739 +7%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$6.2M +$234K +19,592 +4%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$6.19M -$3.2M -267,915 -35%
RA
47
RFG Advisory
Alabama
$6.12M +$146K +12,249 +3%
AWM
48
AE Wealth Management
Kansas
$6.09M +$5.5M +461,005 +1,424%
CTWM
49
Cherry Tree Wealth Management
Minnesota
$6.07M +$47.2K +3,959 +0.8%
MML Investors Services
50
MML Investors Services
Massachusetts
$5.96M -$491K -41,178 -8%