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Invesco Preferred ETF

464 hedge funds and large institutions have $2.16B invested in Invesco Preferred ETF in 2024 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 144 increasing their positions, 165 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

44,400% more call options, than puts

Call options by funds: $445K | Put options by funds: $1K

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

13% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 46

8% more capital invested

Capital invested by funds: $1.99B → $2.16B (+$168M)

1.69% more ownership

Funds ownership: 45.97%47.66% (+1.7%)

0% less funds holding

Funds holding: 466464 (-2)

13% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 165

Holders
464
Holders Change
-2
Holders Change %
-0.43%
% of All Funds
6.66%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
52
Increased
144
Reduced
165
Closed
46
Calls
$445K
Puts
$1K
Net Calls
+$444K
Net Calls Change
+$280K
Name Holding Trade Value Shares
Change
Change in
Stake
HSA
76
HBK Sorce Advisory
Pennsylvania
$2.68M -$2.12K -178 -0.1%
WIA
77
World Investment Advisors
California
$2.64M -$5.18K -434 -0.2%
BIG
78
Boothe Investment Group
Delaware
$2.64M +$187K +15,653 +8%
OC
79
Oppenheimer & Co
New York
$2.61M +$106K +8,886 +4%
SCTC
80
Sanibel Captiva Trust Company
Florida
$2.51M -$337K -28,215 -12%
GFS
81
GYL Financial Synergies
Connecticut
$2.49M -$10.3K -865 -0.4%
Mariner
82
Mariner
Kansas
$2.48M +$158K +13,279 +7%
PS
83
Principal Securities
Iowa
$2.47M -$81.5K -6,829 -3%
DWP
84
Daymark Wealth Partners
Ohio
$2.43M +$58.3K +4,882 +3%
KLCM
85
KG&L Capital Management
Louisiana
$2.41M -$134K -11,222 -5%
IAN
86
Integrated Advisors Network
Texas
$2.4M -$29.7K -2,492 -1%
WPC
87
White Pine Capital
Minnesota
$2.36M -$98.5K -8,252 -4%
BCI
88
Brinker Capital Investments
Pennsylvania
$2.36M -$62.3K -5,224 -3%
OPS
89
Orion Portfolio Solutions
Nebraska
$2.36M -$62.3K -5,224 -3%
SWM
90
StoneCrest Wealth Management
Arizona
$2.2M +$148K +12,443 +8%
Baird Financial Group
91
Baird Financial Group
Wisconsin
$2.19M -$2.49M -208,700 -54%
CIBC Private Wealth Group
92
CIBC Private Wealth Group
Georgia
$2.18M -$3.56K -298 -0.2%
TCA
93
Transcend Capital Advisors
New Jersey
$2.1M +$150K +12,577 +8%
SKK
94
Shepherd Kaplan Krochuk
Massachusetts
$2.03M -$18.7K -1,569 -0.9%
TF
95
Tudor Financial
Ohio
$2.03M +$1.96M +164,065 New
CST
96
Charles Schwab Trust
Nevada
$1.99M -$734K -61,489 -28%
TPW
97
Transatlantique Private Wealth
New York
$1.99M -$34.5K -2,887 -2%
Comerica Bank
98
Comerica Bank
Texas
$1.97M -$85.4K -7,152 -4%
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
$1.94M -$73.5K -6,156 -4%
AA
100
Advisory Alpha
Michigan
$1.89M +$7.14K +598 +0.4%