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Invesco Preferred ETF

461 hedge funds and large institutions have $2.15B invested in Invesco Preferred ETF in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 143 increasing their positions, 164 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
6.67%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
53
Increased
143
Reduced
164
Closed
46
Calls
$445K
Puts
$1K
Net Calls
+$444K
Net Calls Change
+$280K
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
126
Flagship Harbor Advisors
Massachusetts
$1.07M +$1.07M +86,335 New
OCM
127
One Capital Management
California
$1.05M -$3.31M -268,058 -76%
IWN
128
Independent Wealth Network
Iowa
$1.04M +$33.6K +2,724 +3%
SFA
129
Sequoia Financial Advisors
Ohio
$1.04M -$46.7K -3,781 -4%
Corient Private Wealth
130
Corient Private Wealth
Florida
$1.04M -$70.7K -5,722 -6%
Focus Partners Wealth
131
Focus Partners Wealth
Massachusetts
$1.03M +$331K +26,830 +47%
SEI Investments
132
SEI Investments
Pennsylvania
$1.02M
JGIA
133
Jackson Grant Investment Advisers
Connecticut
$1.01M +$5.5K +445 +0.5%
FDCDDQ
134
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.01M -$133K -10,750 -12%
CCM
135
Crew Capital Management
Ohio
$1M +$101K +8,192 +11%
NC
136
NewSquare Capital
Pennsylvania
$1M +$26.3K +2,130 +3%
GCM
137
Glaxis Capital Management
Florida
$988K
GF
138
Gries Financial
Ohio
$982K +$288K +23,350 +42%
GAM
139
Gould Asset Management
California
$964K -$14.8K -1,198 -2%
SRC
140
Shufro Rose & Co
New York
$960K
PCG
141
Prosperity Consulting Group
Maryland
$960K +$960K +77,696 New
Jane Street
142
Jane Street
New York
$931K +$430K +34,804 +86%
BCFS
143
Butensky & Cohen Financial Security
Florida
$918K -$45.9K -3,717 -5%
DADC
144
D.A. Davidson & Co
Montana
$916K -$15.7K -1,268 -2%
GLA
145
Good Life Advisors
Pennsylvania
$872K +$416K +33,680 +91%
NW
146
NewEdge Wealth
Pennsylvania
$868K -$400K -32,387 -32%
CFB
147
Cullen/Frost Bankers
Texas
$854K +$1.79K +145 +0.2%
ONB
148
Old National Bancorp
Indiana
$833K
CCG
149
Coastwise Capital Group
California
$807K -$4.89K -396 -0.6%
CCM
150
Crabel Capital Management
California
$787K +$787K +63,719 New