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Invesco Preferred ETF

489 hedge funds and large institutions have $2.22B invested in Invesco Preferred ETF in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 117 increasing their positions, 215 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
489
Holders Change
+17
Holders Change %
+3.6%
% of All Funds
7.17%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
73
Increased
117
Reduced
215
Closed
48
Calls
$111K
Puts
$73K
Net Calls
+$38K
Net Calls Change
-$1.18M
Name Holding Trade Value Shares
Change
Shares
Change %
POIA
476
Pin Oak Investment Advisors
Texas
$1K
CTA
477
Colonial Trust Advisors
South Carolina
$998 +$998 +87 New
SSB
478
Sandy Spring Bank
Maryland
$826
IPW
479
Impact Partnership Wealth
Georgia
$803
FMII
480
Farmers & Merchants Investments Inc
Nebraska
$734
PA
481
PSI Advisors
Florida
$700
HGA
482
Hobbs Group Advisors
South Carolina
$677 +$677 +59 New
AA
483
Ancora Advisors
Ohio
$665 +$665 +58 New
BC
484
Barrett & Company
Rhode Island
$299
BWM
485
BKM Wealth Management
Wisconsin
$252 +$252 +22 New
PFBT
486
Parkside Financial Bank & Trust
Missouri
$241
AWM
487
Able Wealth Management
New Jersey
$211 +$211 +18 New
Fidelity Investments
488
Fidelity Investments
Massachusetts
$184 -$28.4K -2,473 -99%
GEA
489
Glen Eagle Advisors
New Jersey
$149 -$298 -26 -67%
SAM
490
Smartleaf Asset Management
Massachusetts
$98 +$98 +7 New
GA
491
GoalVest Advisory
New York
$23 +$23 +2 New
HWP
492
Hibernia Wealth Partners
Louisiana
-$5.47M -499,090 Closed
LFPWM
493
Leicht Financial Planning & Wealth Management
New Jersey
-$3.51M -320,588 Closed
BFC
494
Blue Fin Capital
Rhode Island
-$2.5M -228,496 Closed
OMC
495
Old Mission Capital
Illinois
-$1.07M -97,377 Closed
PSIWM
496
Paradigm Strategies in Wealth Management
Minnesota
-$568K -51,874 Closed
PPWP
497
Proquility Private Wealth Partners
Nevada
-$428K -39,122 Closed
PWLP
498
Prio Wealth Limited Partnership
Massachusetts
-$422K -38,560 Closed
DI
499
Disciplined Investments
Oklahoma
-$406K -37,111 Closed
AT
500
American Trust
Kentucky
-$379K -34,596 Closed