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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
SFA
126
Sequoia Financial Advisors
Ohio
$1.02M -$144K -12,465 -12%
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$1M -$15.4K -1,330 -2%
SRC
128
Shufro Rose & Co
New York
$960K -$68.8K -5,950 -7%
SEI Investments
129
SEI Investments
Pennsylvania
$957K
IWN
130
Independent Wealth Network
Iowa
$946K +$56.4K +4,882 +6%
JGIA
131
Jackson Grant Investment Advisers
Connecticut
$940K +$474 +41 +0.1%
GCM
132
Glaxis Capital Management
Florida
$924K +$57.8K +5,000 +7%
GAM
133
Gould Asset Management
California
$916K +$13.8K +1,190 +2%
NC
134
NewSquare Capital
Pennsylvania
$911K +$123K +10,630 +16%
BWG
135
Beta Wealth Group
California
$904K -$5.88K -509 -0.6%
BCFS
136
Butensky & Cohen Financial Security
Florida
$902K -$42K -3,637 -4%
DADC
137
D.A. Davidson & Co
Montana
$871K -$11K -955 -1%
GC
138
Gratus Capital
Georgia
$866K
CCM
139
Crew Capital Management
Ohio
$842K +$469K +40,589 +125%
CFSG
140
Community Financial Services Group
Vermont
$841K -$416K -36,004 -33%
CFB
141
Cullen/Frost Bankers
Texas
$797K +$59.7K +5,163 +8%
ONB
142
Old National Bancorp
Indiana
$779K -$903K -78,130 -54%
AWM
143
Accel Wealth Management
Iowa
$775K -$63.8K -5,516 -8%
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$768K -$1.44M -124,415 -65%
CCG
145
Coastwise Capital Group
California
$759K -$73.2K -6,333 -9%
TSS
146
Two Sigma Securities
New York
$754K +$265K +22,926 +54%
1IA
147
1620 Investment Advisors
Massachusetts
$730K +$20.4K +1,761 +3%
IBOK
148
Independence Bank of Kentucky
Kentucky
$730K -$35.3K -3,050 -5%
CA
149
CSM Advisors
Pennsylvania
$713K
Jones Financial Companies
150
Jones Financial Companies
Missouri
$709K +$662K +57,306 +1,405%