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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
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$1.09M +$11.8K +991 +1%
FHA
127
Flagship Harbor Advisors
Massachusetts
$1.07M +$472K +39,576 +85%
OCM
128
One Capital Management
California
$1.05M -$3.2M -268,058 -76%
IWN
129
Independent Wealth Network
Iowa
$1.04M +$32.5K +2,724 +3%
SFA
130
Sequoia Financial Advisors
Ohio
$1.04M -$45.1K -3,781 -4%
Corient Private Wealth
131
Corient Private Wealth
Florida
$1.04M -$68.3K -5,722 -6%
Focus Partners Wealth
132
Focus Partners Wealth
Massachusetts
$1.03M +$320K +26,830 +47%
SEI Investments
133
SEI Investments
Pennsylvania
$1.02M
JGIA
134
Jackson Grant Investment Advisers
Connecticut
$1.01M +$5.31K +445 +0.5%
FDCDDQ
135
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.01M -$128K -10,750 -12%
CCM
136
Crew Capital Management
Ohio
$1M +$97.8K +8,192 +11%
NC
137
NewSquare Capital
Pennsylvania
$1M +$25.4K +2,130 +3%
GCM
138
Glaxis Capital Management
Florida
$988K
GF
139
Gries Financial
Ohio
$982K +$279K +23,350 +42%
GAM
140
Gould Asset Management
California
$964K -$14.3K -1,198 -2%
SRC
141
Shufro Rose & Co
New York
$960K
PCG
142
Prosperity Consulting Group
Maryland
$960K +$927K +77,696 New
Jane Street
143
Jane Street
New York
$931K +$415K +34,804 +86%
BCFS
144
Butensky & Cohen Financial Security
Florida
$918K -$44.4K -3,717 -5%
DADC
145
D.A. Davidson & Co
Montana
$916K -$15.1K -1,268 -2%
GLA
146
Good Life Advisors
Pennsylvania
$872K +$402K +33,680 +91%
NW
147
NewEdge Wealth
Pennsylvania
$868K -$387K -32,387 -32%
CFB
148
Cullen/Frost Bankers
Texas
$854K +$1.73K +145 +0.2%
ONB
149
Old National Bancorp
Indiana
$833K
CCG
150
Coastwise Capital Group
California
$807K -$4.73K -396 -0.6%