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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.

New
Increased
Maintained
Reduced
Closed
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 %
CCM
476
Crabel Capital Management
California
-$287K -24,178 Closed
LA
477
Lifeworks Advisors
Michigan
-$267K -22,460 Closed
GSC
478
Ground Swell Capital
South Carolina
-$260K -21,878 Closed
EW
479
Evoke Wealth
California
-$236K -19,848 Closed
CW
480
CreativeOne Wealth
Kansas
-$232K -19,485 Closed
EWA
481
EP Wealth Advisors
California
-$230K -19,401 Closed
OIA
482
OneDigital Investment Advisors
Kansas
-$223K -18,776 Closed
PI
483
PFG Investments
New York
-$207K -17,460 Closed
SA
484
Strategic Advocates
Utah
-$204K -17,180 Closed
GCA
485
Greenwood Capital Associates
South Carolina
-$200K -16,865 Closed
VAS
486
Vestmark Advisory Solutions
Massachusetts
-$193K -16,214 Closed
OPWM
487
Oxinas Partners Wealth Management
Indiana
-$185K -15,565 Closed
M&T Bank
488
M&T Bank
New York
-$175K -14,749 Closed
CRWM
489
Castle Rock Wealth Management
California
-$164K -14,386 Closed
YWM
490
Yoder Wealth Management
California
-$157K -13,200 Closed
Bank of New York Mellon
491
Bank of New York Mellon
New York
-$155K -13,031 Closed
ESB
492
Essex Savings Bank
Connecticut
-$141K -12,325 Closed
WS
493
Wedbush Securities
California
-$133K -11,198 Closed
HT
494
Headlands Technologies
Illinois
-$129K -10,839 Closed
PCIA
495
Prime Capital Investment Advisors
Kansas
-$128K -10,743 Closed
LEFP
496
Leading Edge Financial Planning
Tennessee
-$127K -10,669 Closed
BBWP
497
Beacon Bridge Wealth Partners
Pennsylvania
-$126K -10,630 Closed
EIP
498
Ellis Investment Partners
Pennsylvania
-$125K -10,549 Closed
VVP
499
Venture Visionary Partners
Ohio
-$121K -10,213 Closed
HIC
500
Holderness Investments Company
North Carolina
-$119K -10,000 Closed