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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 %
ATPW
151
Ashton Thomas Private Wealth
Arizona
$692K -$899 -78 -0.1%
1IA
152
1620 Investment Advisors
Massachusetts
$689K -$30.5K -2,642 -4%
SRC
153
Shufro Rose & Co
New York
$686K -$272K -23,628 -28%
CCG
154
Coastwise Capital Group
California
$672K -$81.5K -7,067 -11%
ONB
155
Old National Bancorp
Indiana
$641K -$136K -11,815 -18%
AWM
156
Accel Wealth Management
Iowa
$635K -$37K -3,206 -6%
SF
157
Summit Financial
New Jersey
$635K +$29.5K +2,555 +5%
SWMG
158
Sanchez Wealth Management Group
Florida
$631K -$7.59K -658 -1%
BJL
159
Brighton Jones LLC
Washington
$626K +$626K +54,328 New
Lido Advisors
160
Lido Advisors
California
$615K +$17.2K +1,490 +3%
DL
161
DOHJ LLC
Washington
$608K +$199K +17,250 +49%
WAS
162
Wealth Advisory Solutions
Indiana
$600K -$6.33K -549 -1%
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$571K +$2.61K +226 +0.5%
GWCM
164
Godshalk Welsh Capital Management
Pennsylvania
$570K -$46.1K -4,000 -7%
BCM
165
Brookstone Capital Management
Illinois
$567K -$133K -11,576 -19%
RT
166
Rockland Trust
Massachusetts
$565K +$8.34K +723 +1%
OIA
167
Optimum Investment Advisors
Illinois
$560K -$5.19K -450 -0.9%
AWA
168
Aletheian Wealth Advisors
Washington
$542K -$10.3K -889 -2%
MMCM
169
Murphy & Mullick Capital Management
New York
$529K +$529K +45,845 New
IBOK
170
Independence Bank of Kentucky
Kentucky
$528K -$123K -10,632 -19%
Thrivent Financial for Lutherans
171
Thrivent Financial for Lutherans
Minnesota
$513K -$25.3K -2,110 -5%
Citadel Advisors
172
Citadel Advisors
Florida
$512K +$507K +43,985 +10,423%
CKAIS
173
Christensen King & Associates Investment Services
Washington
$512K +$35.2K +3,058 +7%
BA
174
Bristlecone Advisors
Washington
$509K
MPWT
175
MassMutual Private Wealth & Trust
Connecticut
$492K +$251K +21,729 +104%