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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
SPC
101
Sigma Planning Corp
Michigan
$1.87M +$410K +34,390 +29%
IFG
102
Independent Financial Group
California
$1.84M -$23.8K -1,995 -1%
GRP
103
Global Retirement Partners
California
$1.84M -$92.5K -7,749 -5%
HCM
104
Hilton Capital Management
New York
$1.83M -$33.8K -2,836 -2%
Wealth Enhancement Advisory Services
105
Wealth Enhancement Advisory Services
Minnesota
$1.81M -$101K -8,460 -5%
WA
106
Waverly Advisors
Alabama
$1.81M +$752 +63 +0%
GC
107
Guggenheim Capital
Illinois
$1.71M -$3.76K -315 -0.2%
EWA
108
Etesian Wealth Advisors
Oregon
$1.67M -$204K -17,102 -11%
NA
109
NewEdge Advisors
Louisiana
$1.66M +$36.8K +3,087 +2%
Invesco
110
Invesco
Georgia
$1.58M -$30K -2,515 -2%
Cerity Partners
111
Cerity Partners
New York
$1.46M -$123K -10,290 -8%
AFG
112
Albion Financial Group
Utah
$1.46M +$293K +24,590 +26%
WANY
113
Wealthspire Advisors (New York)
New York
$1.45M +$288K +24,123 +26%
GAM
114
Gotham Asset Management
New York
$1.39M +$979 +82 +0.1%
SDAM
115
Shulman DeMeo Asset Management
New York
$1.33M +$72 +6 +0%
MFG
116
Mosaic Financial Group
Illinois
$1.3M -$13.2K -1,103 -1%
BWA
117
Beam Wealth Advisors
Louisiana
$1.3M -$45.1K -3,782 -3%
HighTower Advisors
118
HighTower Advisors
Illinois
$1.28M +$901K +75,520 +269%
Asset Management One
119
Asset Management One
Japan
$1.23M +$69.9K +5,859 +6%
SWP
120
Stratos Wealth Partners
Ohio
$1.22M -$59.7K -4,999 -5%
MWP
121
Madison Wealth Partners
Wisconsin
$1.21M -$27.6K -2,314 -2%
Principal Financial Group
122
Principal Financial Group
Iowa
$1.17M +$976K +81,764 +633%
KWM
123
Kingsview Wealth Management
Oregon
$1.16M -$17.3K -1,453 -2%
BWG
124
Balanced Wealth Group
Ohio
$1.16M +$63.8K +5,347 +6%
Jones Financial Companies
125
Jones Financial Companies
Missouri
$1.16M +$378K +31,656 +52%