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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
GC
101
Guggenheim Capital
Illinois
$1.61M +$56.6K +4,895 +4%
IWM
102
IHT Wealth Management
Illinois
$1.58M +$670K +57,945 +74%
NA
103
NewEdge Advisors
Louisiana
$1.51M +$385K +33,307 +34%
HF
104
HRT Financial
New York
$1.51M +$1.51M +130,836 New
Invesco
105
Invesco
Georgia
$1.5M -$112K -9,700 -7%
Cerity Partners
106
Cerity Partners
New York
$1.49M +$1.1M +95,101 +283%
SPC
107
Sigma Planning Corp
Michigan
$1.35M +$562K +48,657 +71%
GAM
108
Gotham Asset Management
New York
$1.3M +$1.3M +112,537 New
Renaissance Technologies
109
Renaissance Technologies
New York
$1.27M -$469K -40,600 -27%
Thrivent Financial for Lutherans
110
Thrivent Financial for Lutherans
Minnesota
$1.27M -$197K -17,053 -13%
BWA
111
Beam Wealth Advisors
Louisiana
$1.26M +$4.5K +389 +0.4%
SDAM
112
Shulman DeMeo Asset Management
New York
$1.24M -$1.63K -141 -0.1%
MFG
113
Mosaic Financial Group
Illinois
$1.23M +$4.45K +385 +0.4%
SWP
114
Stratos Wealth Partners
Ohio
$1.2M -$368K -31,864 -23%
NW
115
NewEdge Wealth
Pennsylvania
$1.19M -$334K -28,905 -22%
MWP
116
Madison Wealth Partners
Wisconsin
$1.16M -$1.76K -152 -0.2%
AAS
117
Avantax Advisory Services
Texas
$1.15M -$121K -10,467 -10%
KWM
118
Kingsview Wealth Management
Oregon
$1.1M +$15K +1,300 +1%
AFG
119
Albion Financial Group
Utah
$1.08M -$26.5K -2,296 -2%
WANY
120
Wealthspire Advisors (New York)
New York
$1.08M -$271K -23,436 -20%
Asset Management One
121
Asset Management One
Japan
$1.08M -$90.4K -7,823 -8%
FDCDDQ
122
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.07M +$24.9K +2,150 +2%
HWM
123
Howard Wealth Management
Connecticut
$1.04M -$778K -67,298 -43%
Corient Private Wealth
124
Corient Private Wealth
Florida
$1.04M +$715K +61,841 +222%
BWG
125
Balanced Wealth Group
Ohio
$1.02M -$159K -13,770 -13%