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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
BIG
76
Boothe Investment Group
Delaware
$2.28M +$203K +17,561 +10%
IAN
77
Integrated Advisors Network
Texas
$2.27M -$87.2K -7,545 -4%
BCI
78
Brinker Capital Investments
Pennsylvania
$2.26M -$129K -11,130 -5%
OPS
79
Orion Portfolio Solutions
Nebraska
$2.26M -$129K -11,130 -5%
SFS
80
Sowell Financial Services
Arkansas
$2.26M +$1.98M +170,989 +697%
SPIA
81
Steward Partners Investment Advisory
New York
$2.23M +$38.3K +3,317 +2%
DWP
82
Daymark Wealth Partners
Ohio
$2.21M +$72.5K +6,270 +3%
IA
83
IFP Advisors
Florida
$2.18M +$46.1K +3,986 +2%
Mariner
84
Mariner
Kansas
$2.16M +$188K +16,275 +10%
CIBC Private Wealth Group
85
CIBC Private Wealth Group
Georgia
$2.07M -$99.3K -8,591 -5%
Comerica Bank
86
Comerica Bank
Texas
$1.93M -$122K -10,515 -6%
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$1.92M -$240K -20,766 -11%
SKK
88
Shepherd Kaplan Krochuk
Massachusetts
$1.92M +$96.7K +8,363 +5%
SWM
89
StoneCrest Wealth Management
Arizona
$1.91M -$196K -16,933 -9%
TPW
90
Transatlantique Private Wealth
New York
$1.89M +$1.26M +109,382 +201%
TCA
91
Transcend Capital Advisors
New Jersey
$1.82M +$78.5K +6,788 +5%
GRP
92
Global Retirement Partners
California
$1.81M +$661K +57,165 +57%
Wealth Enhancement Advisory Services
93
Wealth Enhancement Advisory Services
Minnesota
$1.79M +$541K +46,828 +43%
EWA
94
Etesian Wealth Advisors
Oregon
$1.76M -$64.7K -5,600 -4%
AA
95
Advisory Alpha
Michigan
$1.76M +$10.6K +914 +0.6%
IFG
96
Independent Financial Group
California
$1.75M +$31.9K +2,764 +2%
HCM
97
Hilton Capital Management
New York
$1.74M -$51.5K -4,454 -3%
WA
98
Waverly Advisors
Alabama
$1.69M +$36.7K +3,173 +2%
Citadel Advisors
99
Citadel Advisors
Florida
$1.63M -$144K -12,480 -8%
BCM
100
Bluefin Capital Management
New York
$1.63M -$2.15M -186,079 -57%