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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 %
ATPW
151
Ashton Thomas Private Wealth
Arizona
$695K -$10.6K -916 -1%
WWM
152
Wagner Wealth Management
South Carolina
$677K +$120K +10,397 +22%
Focus Partners Wealth
153
Focus Partners Wealth
Massachusetts
$653K
GF
154
Gries Financial
Ohio
$649K -$458K -39,696 -41%
SWMG
155
Sanchez Wealth Management Group
Florida
$648K -$30.8K -2,664 -5%
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$647K +$18.8K +1,630 +3%
SF
157
Summit Financial
New Jersey
$641K +$82.7K +7,157 +15%
GWCM
158
Godshalk Welsh Capital Management
Pennsylvania
$617K -$6.93K -600 -1%
BJL
159
Brighton Jones LLC
Washington
$602K -$31.7K -2,742 -5%
OIA
160
Optimum Investment Advisors
Illinois
$601K -$51.1K -4,420 -8%
GWP
161
Gateway Wealth Partners
Wisconsin
$598K +$598K +51,770 New
AWA
162
Aletheian Wealth Advisors
Washington
$596K -$13.4K -1,162 -2%
CTC
163
Central Trust Company
Missouri
$566K -$103K -8,875 -15%
Lido Advisors
164
Lido Advisors
California
$540K -$6.11K -529 -1%
RT
165
Rockland Trust
Massachusetts
$518K
BA
166
Bristlecone Advisors
Washington
$510K
WAM
167
Worth Asset Management
Texas
$510K +$152K +13,171 +43%
IAIM
168
International Assets Investment Management
Florida
$504K -$22.8K -1,975 -4%
NCM
169
Narwhal Capital Management
Georgia
$497K
CKAIS
170
Christensen King & Associates Investment Services
Washington
$497K -$4.69K -406 -0.9%
MIA
171
MeadowBrook Investment Advisors
Michigan
$491K -$8.09K -700 -2%
Wolverine Trading
172
Wolverine Trading
Illinois
$491K -$842K -72,912 -63%
NFG
173
Nations Financial Group
Iowa
$488K +$7.88K +682 +2%
Mirae Asset Global Investments
174
Mirae Asset Global Investments
South Korea
$481K -$87.7K -7,561 -15%
AIC
175
Argus Investors Counsel
New York
$480K +$14.3K +1,237 +3%