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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.

New
Increased
Maintained
Reduced
Closed
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 %
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$1M -$15.4K -1,330 -2%
SRC
127
Shufro Rose & Co
New York
$960K -$68.7K -5,950 -7%
SEI Investments
128
SEI Investments
Pennsylvania
$957K
IWN
129
Independent Wealth Network
Iowa
$946K +$56.4K +4,882 +6%
JGIA
130
Jackson Grant Investment Advisers
Connecticut
$940K +$474 +41 +0.1%
GCM
131
Glaxis Capital Management
Florida
$924K +$57.8K +5,000 +7%
GAM
132
Gould Asset Management
California
$916K +$13.7K +1,190 +2%
NC
133
NewSquare Capital
Pennsylvania
$911K +$123K +10,630 +16%
BWG
134
Beta Wealth Group
California
$904K -$5.88K -509 -0.6%
BCFS
135
Butensky & Cohen Financial Security
Florida
$902K -$42K -3,637 -4%
DADC
136
D.A. Davidson & Co
Montana
$871K -$11K -955 -1%
GC
137
Gratus Capital
Georgia
$866K
CCM
138
Crew Capital Management
Ohio
$842K +$469K +40,589 +125%
CFSG
139
Community Financial Services Group
Vermont
$841K -$416K -36,004 -33%
CFB
140
Cullen/Frost Bankers
Texas
$797K +$59.6K +5,163 +8%
ONB
141
Old National Bancorp
Indiana
$779K -$902K -78,130 -54%
AWM
142
Accel Wealth Management
Iowa
$775K -$63.7K -5,516 -8%
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
$768K -$1.44M -124,415 -65%
CCG
144
Coastwise Capital Group
California
$759K -$73.1K -6,333 -9%
TSS
145
Two Sigma Securities
New York
$754K +$265K +22,926 +54%
1IA
146
1620 Investment Advisors
Massachusetts
$730K +$20.3K +1,761 +3%
IBOK
147
Independence Bank of Kentucky
Kentucky
$730K -$35.2K -3,050 -5%
CA
148
CSM Advisors
Pennsylvania
$713K
Jones Financial Companies
149
Jones Financial Companies
Missouri
$709K +$662K +57,306 +1,405%
LWMG
150
Levy Wealth Management Group
Pennsylvania
$699K -$3.48K -301 -0.5%