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Invesco Preferred ETF

466 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, 139 increasing their positions, 188 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,200% more call options, than puts

Call options by funds: $166K | Put options by funds: $2K

0.39% less ownership

Funds ownership: 46.36%45.97% (-0.39%)

5% less funds holding

Funds holding: 491466 (-25)

5% less capital invested

Capital invested by funds: $2.1B → $1.99B (-$114M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

26% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 188

34% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 53

Holders
466
Holders Change
-25
Holders Change %
-5.09%
% of All Funds
6.73%
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
139
Reduced
188
Closed
53
Calls
$166K
Puts
$2K
Net Calls
+$164K
Net Calls Change
+$42K
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
51
William Blair & Company
Illinois
$4.56M +$462K +39,993 +11%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$4.46M +$34K +2,942 +0.8%
IWC
53
Integrated Wealth Concepts
Massachusetts
$4.45M -$470K -40,663 -10%
GWM
54
Geneos Wealth Management
Colorado
$4.34M +$1.21M +104,668 +39%
KIA
55
KCM Investment Advisors
California
$4.28M -$705K -60,971 -14%
OCM
56
One Capital Management
California
$4.08M +$3.83M +331,226 +1,520%
SA
57
Sanctuary Advisors
Indiana
$3.92M +$3.97M +343,636 New
IRC
58
Investors Research Corp
Georgia
$3.86M +$297K +25,705 +8%
APP
59
Avantax Planning Partners
Iowa
$3.56M -$353K -30,550 -9%
SAMC
60
Spectrum Asset Management (Connecticut)
Connecticut
$3.48M -$37.2M -3,217,412 -91%
FPB
61
First PREMIER Bank
South Dakota
$3.41M -$354K -30,650 -9%
FHB
62
First Hawaiian Bank
Hawaii
$3.37M -$30.5K -2,642 -0.9%
FMB
63
Field & Main Bank
Kentucky
$3.34M +$227K +19,664 +7%
KC
64
Kades & Cheifetz
Pennsylvania
$3.01M -$150K -13,016 -5%
SI
65
Stephens Inc
Arkansas
$2.69M +$153K +13,240 +6%
SCTC
66
Sanibel Captiva Trust Company
Florida
$2.68M -$1.34M -116,095 -33%
CST
67
Charles Schwab Trust
Nevada
$2.57M +$31.4K +2,720 +1%
HSA
68
HBK Sorce Advisory
Pennsylvania
$2.51M +$254K +22,000 +11%
WIA
69
World Investment Advisors
California
$2.48M +$2.48M +214,536 New
BAAM
70
Baker Avenue Asset Management
California
$2.48M -$28.4K -2,461 -1%
PS
71
Principal Securities
Iowa
$2.39M -$275K -23,774 -10%
KLCM
72
KG&L Capital Management
Louisiana
$2.38M -$216K -18,680 -8%
GFS
73
GYL Financial Synergies
Connecticut
$2.34M -$116K -10,067 -5%
OC
74
Oppenheimer & Co
New York
$2.33M -$103K -8,925 -4%
WPC
75
White Pine Capital
Minnesota
$2.3M +$268K +23,214 +13%