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Invesco Preferred ETF

467 hedge funds and large institutions have $2.58B invested in Invesco Preferred ETF in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 143 increasing their positions, 162 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+6
Holders Change %
+1.3%
% of All Funds
6.22%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
65
Increased
143
Reduced
162
Closed
51
Calls
$633K
Puts
$202K
Net Calls
+$431K
Net Calls Change
-$13K
Name Holding Trade Value Shares
Change
Shares
Change %
MWP
126
Madison Wealth Partners
Wisconsin
$1.04M -$95.1K -8,245 -8%
SWP
127
Stratos Wealth Partners
Ohio
$1.04M -$100K -8,709 -9%
CFP
128
Cascade Financial Partners
California
$1.03M +$392K +34,014 +62%
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$1,000K -$14.1K -1,226 -1%
SFA
130
Sequoia Financial Advisors
Ohio
$998K +$27.7K +2,399 +3%
PCG
131
Prosperity Consulting Group
Maryland
$996K +$101K +8,724 +11%
KWM
132
Kingsview Wealth Management
Oregon
$989K -$94.9K -8,229 -9%
NC
133
NewSquare Capital
Pennsylvania
$966K +$31.4K +2,725 +3%
GCM
134
Glaxis Capital Management
Florida
$922K
WANY
135
Wealthspire Advisors (New York)
New York
$921K -$437K -37,905 -32%
GF
136
Gries Financial
Ohio
$907K -$10.2K -888 -1%
DADC
137
D.A. Davidson & Co
Montana
$875K +$19.9K +1,722 +2%
EWA
138
Etesian Wealth Advisors
Oregon
$873K -$686K -59,494 -44%
GAM
139
Gould Asset Management
California
$868K -$32.6K -2,825 -4%
IAA
140
Independent Advisor Alliance
North Carolina
$839K +$839K +72,744 New
FA
141
Flagstar Advisors
New York
$805K +$222K +19,254 +38%
BCFS
142
Butensky & Cohen Financial Security
Florida
$803K -$54K -4,683 -6%
BWG
143
Beta Wealth Group
California
$798K +$251K +21,791 +46%
FDCDDQ
144
Federation des caisses Desjardins du Quebec
Quebec, Canada
$784K -$157K -13,610 -17%
GSWM
145
Greenup Street Wealth Management
Michigan
$774K +$158K +13,728 +26%
FIA
146
Foundations Investment Advisors
Arizona
$745K +$181K +15,723 +32%
WWM
147
Wagner Wealth Management
South Carolina
$730K +$40.1K +3,476 +6%
CA
148
CSM Advisors
Pennsylvania
$711K
GWP
149
Gateway Wealth Partners
Wisconsin
$699K +$61.8K +5,360 +10%
CIBC World Market
150
CIBC World Market
Ontario, Canada
$696K +$233K +20,172 +50%