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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
LWMG
151
Levy Wealth Management Group
Pennsylvania
$699K -$3.48K -301 -0.5%
ATPW
152
Ashton Thomas Private Wealth
Arizona
$695K -$10.6K -916 -1%
WWMSC
153
Wagner Wealth Management (South Carolina)
South Carolina
$677K +$120K +10,397 +22%
Focus Partners Wealth
154
Focus Partners Wealth
Massachusetts
$653K
GF
155
Gries Financial
Ohio
$649K -$459K -39,696 -41%
SWMG
156
Sanchez Wealth Management Group
Florida
$648K -$30.8K -2,664 -5%
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$647K +$18.8K +1,630 +3%
SF
158
Summit Financial
New Jersey
$641K +$82.7K +7,157 +15%
GWCM
159
Godshalk Welsh Capital Management
Pennsylvania
$617K -$6.93K -600 -1%
BJL
160
Brighton Jones LLC
Washington
$602K -$31.7K -2,742 -5%
OIA
161
Optimum Investment Advisors
Illinois
$601K -$51.1K -4,420 -8%
GWP
162
Gateway Wealth Partners
Wisconsin
$598K +$598K +51,770 New
AWA
163
Aletheian Wealth Advisors
Washington
$596K -$13.4K -1,162 -2%
CTC
164
Central Trust Company
Missouri
$566K -$103K -8,875 -15%
FHA
165
Flagship Harbor Advisors
Massachusetts
$540K +$38.3K +3,316 +8%
Lido Advisors
166
Lido Advisors
California
$540K -$6.12K -529 -1%
RT
167
Rockland Trust
Massachusetts
$518K
BA
168
Bristlecone Advisors
Washington
$510K
WAM
169
Worth Asset Management
Texas
$510K +$152K +13,171 +43%
IAIM
170
International Assets Investment Management
Florida
$504K -$22.8K -1,975 -4%
NCM
171
Narwhal Capital Management
Georgia
$497K
CKAIS
172
Christensen King & Associates Investment Services
Washington
$497K -$4.69K -406 -0.9%
MIA
173
MeadowBrook Investment Advisors
Michigan
$491K -$8.09K -700 -2%
Wolverine Trading
174
Wolverine Trading
Illinois
$491K -$843K -72,912 -63%
NFG
175
Nations Financial Group
Iowa
$488K +$7.88K +682 +2%