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Invesco Preferred ETF

489 hedge funds and large institutions have $2.22B invested in Invesco Preferred ETF in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 117 increasing their positions, 215 reducing their positions, and 48 closing their positions.

Holders
489
Holders Change
+17
Holders Change %
+3.6%
% of All Funds
7.17%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
73
Increased
117
Reduced
215
Closed
48
Calls
$111K
Puts
$73K
Net Calls
+$38K
Net Calls Change
-$1.18M
Name Holding Trade Value Shares
Change
Shares
Change %
Invesco
101
Invesco
Georgia
$1.73M -$48.2K -4,200 -3%
NW
102
NewEdge Wealth
Pennsylvania
$1.68M +$45.9K +4,002 +3%
Comerica Bank
103
Comerica Bank
Texas
$1.59M -$420K -36,613 -21%
Thrivent Financial for Lutherans
104
Thrivent Financial for Lutherans
Minnesota
$1.59M +$9.14K +797 +0.6%
GC
105
Guggenheim Capital
Illinois
$1.58M +$84.4K +7,360 +6%
TCA
106
Transcend Capital Advisors
New Jersey
$1.56M -$410K -35,712 -21%
SWM
107
StoneCrest Wealth Management
Arizona
$1.55M +$1.55M +135,451 New
WPC
108
White Pine Capital
Minnesota
$1.55M +$497K +43,352 +47%
SFG
109
StrategIQ Financial Group
Indiana
$1.48M +$620K +54,081 +72%
MA
110
MONECO Advisors
Connecticut
$1.46M -$11.7K -1,018 -0.8%
GRP
111
Global Retirement Partners
California
$1.32M -$427K -36,788 -24%
FTS
112
Fifth Third Securities
Ohio
$1.31M +$22.1K +1,925 +2%
DLCIG
113
D.L. Carlson Investment Group
New Hampshire
$1.3M -$3.08M -260,863 -70%
Asset Management One
114
Asset Management One
Japan
$1.26M -$33K -2,866 -3%
BWA
115
Beam Wealth Advisors
Louisiana
$1.25M -$97.7K -8,516 -7%
FMB
116
Field & Main Bank
Kentucky
$1.24M +$211K +18,390 +21%
SDAM
117
Shulman DeMeo Asset Management
New York
$1.23M -$3.12K -272 -0.3%
AAS
118
Avantax Advisory Services
Texas
$1.23M +$69K +6,019 +6%
AWM
119
Apollon Wealth Management
South Carolina
$1.21M +$46 +4 +0%
MWP
120
Madison Wealth Partners
Wisconsin
$1.18M +$1.18M +103,070 New
SRC
121
Shufro Rose & Co
New York
$1.16M
SFA
122
Sequoia Financial Advisors
Ohio
$1.09M -$448K -39,077 -29%
KWM
123
Kingsview Wealth Management
Oregon
$1.07M -$1.54M -133,888 -59%
NA
124
NewEdge Advisors
Louisiana
$1.06M
BPA
125
Beacon Pointe Advisors
California
$1.06M -$329K -28,726 -24%