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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 %
CSPIA
501
Cary Street Partners Investment Advisory
Virginia
-$240K -20,965 Closed
Fisher Asset Management
502
Fisher Asset Management
Washington
-$191K -16,630 Closed
LNC
503
Lincoln National Corp
Pennsylvania
-$186K -16,256 Closed
SF
504
Synovus Financial
Georgia
-$179K -15,622 Closed
BWFA
505
Baltimore-Washington Financial Advisors
Maryland
-$176K -15,328 Closed
AFC
506
AFT Forsyth & Company
Florida
-$172K -15,038 Closed
FAIM
507
Financial Advocates Investment Management
Washington
-$169K -14,559 Closed
PA
508
Paragon Advisors
Texas
-$161K -14,014 Closed
SGWM
509
Sterling Group Wealth Management
California
-$159K -13,896 Closed
KA
510
Kovack Advisors
Florida
-$148K -12,929 Closed
APWA
511
Atlas Private Wealth Advisors
New Jersey
-$147K -12,780 Closed
DAS
512
Dynamic Advisor Solutions
Arizona
-$141K -12,315 Closed
EWP
513
Elevation Wealth Partners
California
-$128K -11,705 Closed
CPIG
514
Chicago Partners Investment Group
Illinois
-$135K -11,607 Closed
AWA
515
Arete Wealth Advisors
Illinois
-$131K -11,382 Closed
CWC
516
Carolinas Wealth Consulting
North Carolina
-$120K -10,460 Closed
CIA
517
Cladis Investment Advisory
Montana
-$117K -10,177 Closed
FI
518
Financial Insights
Washington
-$116K -10,100 Closed
FWM
519
Focused Wealth Management
New York
-$114K -9,927 Closed
FFO
520
Fortitude Family Office
Arizona
-$31.7K -2,760 Closed
WCM
521
Winthrop Capital Management
Indiana
-$28.3K -2,471 Closed
GGI
522
Godsey & Gibb Inc
Virginia
-$11.5K -1,000 Closed
TC
523
Truvestments Capital
Florida
-$11.5K -1,000 Closed
FA
524
Faithward Advisors
Pennsylvania
-$6.92K -590 Closed
T
525
Tidemark
California
-$4.76K -415 Closed