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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 %
P
151
&Partners
Tennessee
$772K +$613K +49,663 +386%
1IA
152
1620 Investment Advisors
Massachusetts
$770K -$9.98K -808 -1%
CA
153
CSM Advisors
Pennsylvania
$762K
BCM
154
Brookstone Capital Management
Illinois
$750K +$256K +20,765 +52%
ATPW
155
Ashton Thomas Private Wealth
Arizona
$742K -$692 -56 -0.1%
WWM
156
Wagner Wealth Management
South Carolina
$739K +$15.3K +1,239 +2%
AWM
157
Accel Wealth Management
Iowa
$719K -$109K -8,865 -13%
IBOK
158
Independence Bank of Kentucky
Kentucky
$696K -$83.8K -6,785 -11%
SWMG
159
Sanchez Wealth Management Group
Florida
$684K -$9.26K -750 -1%
GWP
160
Gateway Wealth Partners
Wisconsin
$683K +$43.6K +3,530 +7%
CFP
161
Cascade Financial Partners
California
$679K +$174K +14,105 +34%
GWCM
162
Godshalk Welsh Capital Management
Pennsylvania
$659K
GSWM
163
Greenup Street Wealth Management
Michigan
$659K +$659K +53,368 New
WAS
164
Wealth Advisory Solutions
Indiana
$649K +$227K +18,410 +54%
SF
165
Summit Financial
New Jersey
$648K -$37K -2,997 -5%
Lido Advisors
166
Lido Advisors
California
$640K +$63.3K +5,128 +11%
FA
167
Flagstar Advisors
New York
$625K +$625K +50,570 New
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$609K -$83.3K -6,747 -12%
OIA
169
Optimum Investment Advisors
Illinois
$605K -$37.1K -3,000 -6%
FIA
170
Foundations Investment Advisors
Arizona
$604K +$604K +48,891 New
RT
171
Rockland Trust
Massachusetts
$597K +$42.5K +3,444 +8%
AWA
172
Aletheian Wealth Advisors
Washington
$591K -$45.9K -3,716 -7%
BWG
173
Beta Wealth Group
California
$586K -$381K -30,823 -39%
Thrivent Financial for Lutherans
174
Thrivent Financial for Lutherans
Minnesota
$554K -$803K -64,953 -59%
BA
175
Bristlecone Advisors
Washington
$546K