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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
CCM
151
Crabel Capital Management
California
$787K +$760K +63,719 New
P
152
&Partners
Tennessee
$772K +$593K +49,663 +386%
1IA
153
1620 Investment Advisors
Massachusetts
$770K -$9.64K -808 -1%
CA
154
CSM Advisors
Pennsylvania
$762K
BCM
155
Brookstone Capital Management
Illinois
$750K +$248K +20,765 +52%
ATPW
156
Ashton Thomas Private Wealth
Arizona
$742K -$668 -56 -0.1%
WWMSC
157
Wagner Wealth Management (South Carolina)
South Carolina
$739K +$14.8K +1,239 +2%
AWM
158
Accel Wealth Management
Iowa
$719K -$106K -8,865 -13%
IBOK
159
Independence Bank of Kentucky
Kentucky
$696K -$81K -6,785 -11%
SWMG
160
Sanchez Wealth Management Group
Florida
$684K -$8.95K -750 -1%
GWP
161
Gateway Wealth Partners
Wisconsin
$683K +$42.1K +3,530 +7%
CFP
162
Cascade Financial Partners
California
$679K +$168K +14,105 +34%
GWCM
163
Godshalk Welsh Capital Management
Pennsylvania
$659K
GSWM
164
Greenup Street Wealth Management
Michigan
$659K +$637K +53,368 New
WAS
165
Wealth Advisory Solutions
Indiana
$649K +$220K +18,410 +54%
SF
166
Summit Financial
New Jersey
$648K -$35.8K -2,997 -5%
Lido Advisors
167
Lido Advisors
California
$640K +$61.2K +5,128 +11%
FA
168
Flagstar Advisors
New York
$625K +$604K +50,570 New
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
$609K -$80.5K -6,747 -12%
OIA
170
Optimum Investment Advisors
Illinois
$605K -$35.8K -3,000 -6%
FIA
171
Foundations Investment Advisors
Arizona
$604K +$583K +48,891 New
RT
172
Rockland Trust
Massachusetts
$597K +$41.1K +3,444 +8%
AWA
173
Aletheian Wealth Advisors
Washington
$591K -$44.3K -3,716 -7%
BWG
174
Beta Wealth Group
California
$586K -$368K -30,823 -39%
Thrivent Financial for Lutherans
175
Thrivent Financial for Lutherans
Minnesota
$554K -$775K -64,953 -59%