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Invesco Preferred ETF

488 hedge funds and large institutions have $2.1B invested in Invesco Preferred ETF in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 182 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
7.07%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
55
Increased
150
Reduced
182
Closed
44
Calls
$164K
Puts
$42K
Net Calls
+$122K
Net Calls Change
+$84K
Name Holding Trade Value Shares
Change
Shares
Change %
VWM
476
Venturi Wealth Management
Texas
$1.05K
FPFS
477
First Personal Financial Services
North Carolina
$1.02K +$1.02K +86 New
POIA
478
Pin Oak Investment Advisors
Texas
$1K
AP
479
Aspect Partners
Virginia
$891 +$891 +75 New
SSB
480
Sandy Spring Bank
Maryland
$855
FMII
481
Farmers & Merchants Investments Inc
Nebraska
$760
PA
482
PSI Advisors
Florida
$725
CSWM
483
Cassady Schiller Wealth Management
Ohio
$499 +$499 +42 New
BC
484
Barrett & Company
Rhode Island
$413
PFBT
485
Parkside Financial Bank & Trust
Missouri
$250
GEA
486
Glen Eagle Advisors
New Jersey
$154
SAM
487
Smartleaf Asset Management
Massachusetts
$101 +$13 +1 +14%
Fidelity Investments
488
Fidelity Investments
Massachusetts
$12 -$180 -15 -94%
GA
489
GoalVest Advisory
New York
$12 -$12 -1 -50%
OSAM
490
O'Shaughnessy Asset Management
Connecticut
$1
GBWM
491
Granite Bay Wealth Management
New Hampshire
-$9.79M -897,163 Closed
GS
492
GTS Securities
New York
-$9.41M -820,566 Closed
Principal Financial Group
493
Principal Financial Group
Iowa
-$6.91M -602,725 Closed
JIP
494
Jaffetilchin Investment Partners
Florida
-$3.6M -314,205 Closed
First Trust Advisors
495
First Trust Advisors
Illinois
-$2.48M -215,969 Closed
GC
496
Guidance Capital
Kentucky
-$1.04M -90,989 Closed
AC
497
AlphaCore Capital
California
-$898K -78,283 Closed
N
498
Natixis
France
-$485K -42,049 Closed
SA
499
Sunesis Advisors
Kansas
-$258K -22,492 Closed
KWA
500
Kingswood Wealth Advisors
California
-$255K -22,204 Closed