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Invesco Preferred ETF

462 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, 137 increasing their positions, 188 reducing their positions, and 53 closing their positions.

Holders
462
Holders Change
-26
Holders Change %
-5.33%
% of All Funds
6.72%
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
137
Reduced
188
Closed
53
Calls
$166K
Puts
$2K
Net Calls
+$164K
Net Calls Change
+$42K
Name Holding Trade Value Shares
Change
Shares
Change %
IWM
101
IHT Wealth Management
Illinois
$1.58M +$669K +57,945 +74%
NA
102
NewEdge Advisors
Louisiana
$1.51M +$385K +33,307 +34%
HF
103
HRT Financial
New York
$1.51M +$1.51M +130,836 New
Invesco
104
Invesco
Georgia
$1.5M -$112K -9,700 -7%
Cerity Partners
105
Cerity Partners
New York
$1.49M +$1.1M +95,101 +283%
SPC
106
Sigma Planning Corp
Michigan
$1.35M +$562K +48,657 +71%
GAM
107
Gotham Asset Management
New York
$1.3M +$1.3M +112,537 New
Renaissance Technologies
108
Renaissance Technologies
New York
$1.27M -$469K -40,600 -27%
Thrivent Financial for Lutherans
109
Thrivent Financial for Lutherans
Minnesota
$1.27M -$197K -17,053 -13%
BWA
110
Beam Wealth Advisors
Louisiana
$1.26M +$4.49K +389 +0.4%
SDAM
111
Shulman DeMeo Asset Management
New York
$1.24M -$1.63K -141 -0.1%
MFG
112
Mosaic Financial Group
Illinois
$1.23M +$4.45K +385 +0.4%
SWP
113
Stratos Wealth Partners
Ohio
$1.2M -$368K -31,864 -23%
NW
114
NewEdge Wealth
Pennsylvania
$1.19M -$334K -28,905 -22%
MWP
115
Madison Wealth Partners
Wisconsin
$1.16M -$1.76K -152 -0.2%
AAS
116
Avantax Advisory Services
Texas
$1.15M -$121K -10,467 -10%
KWM
117
Kingsview Wealth Management
Oregon
$1.1M +$15K +1,300 +1%
AFG
118
Albion Financial Group
Utah
$1.08M -$26.5K -2,296 -2%
WANY
119
Wealthspire Advisors (New York)
New York
$1.08M -$271K -23,436 -20%
Asset Management One
120
Asset Management One
Japan
$1.08M -$90.4K -7,823 -8%
FDCDDQ
121
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.07M +$24.8K +2,150 +2%
HWM
122
Howard Wealth Management
Connecticut
$1.04M -$777K -67,298 -43%
Corient Private Wealth
123
Corient Private Wealth
Florida
$1.04M +$715K +61,841 +222%
BWG
124
Balanced Wealth Group
Ohio
$1.02M -$159K -13,770 -13%
SFA
125
Sequoia Financial Advisors
Ohio
$1.02M -$144K -12,465 -12%