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Invesco Preferred ETF

489 hedge funds and large institutions have $2.22B invested in Invesco Preferred ETF in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 117 increasing their positions, 215 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
489
Holders Change
+17
Holders Change %
+3.6%
% of All Funds
7.17%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
73
Increased
117
Reduced
215
Closed
48
Calls
$111K
Puts
$73K
Net Calls
+$38K
Net Calls Change
-$1.18M
Name Holding Trade Value Shares
Change
Shares
Change %
Koshinski Asset Management
176
Koshinski Asset Management
Illinois
$510K -$226K -19,705 -31%
BA
177
Bristlecone Advisors
Washington
$507K
PPWM
178
Paragon Private Wealth Management
Kentucky
$506K -$36.8K -3,209 -7%
AWS
179
Atria Wealth Solutions
New York
$502K -$76.3K -6,650 -13%
Lido Advisors
180
Lido Advisors
California
$501K -$5M -436,241 -91%
MIA
181
MeadowBrook Investment Advisors
Michigan
$501K +$501K +43,697 New
NFG
182
Nations Financial Group
Iowa
$500K +$50.8K +4,428 +11%
AWM
183
AE Wealth Management
Kansas
$500K -$184K -15,615 -27%
LSA
184
Lion Street Advisors
Texas
$499K +$11.5K +1,005 +2%
GWSG
185
GPS Wealth Strategies Group
Colorado
$492K -$595K -51,894 -55%
N
186
Natixis
France
$485K -$7.62K -660 -2%
FHA
187
Flagship Harbor Advisors
Massachusetts
$482K -$988K -86,149 -67%
BCM
188
Brookstone Capital Management
Illinois
$469K -$4.03K -351 -0.9%
AIC
189
Argus Investors Counsel
New York
$462K +$5.15K +449 +1%
HighTower Advisors
190
HighTower Advisors
Illinois
$462K -$224K -19,530 -33%
Goldman Sachs
191
Goldman Sachs
New York
$461K -$1.47M -128,165 -76%
PP
192
Prudential plc
United Kingdom
$459K
EWM
193
Edge Wealth Management
New York
$455K -$133K -11,597 -23%
WA
194
Wambolt & Associates
Colorado
$447K -$683K -59,576 -60%
IAIM
195
International Assets Investment Management
Florida
$446K +$446K +38,844 New
FF
196
Friedenthal Financial
New Jersey
$445K +$1.35K +118 +0.3%
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$439K +$54.5K +4,757 +14%
FFN
198
Focus Financial Network
Minnesota
$433K -$11.5K -1,003 -3%
PTC
199
Private Trust Company
Ohio
$428K -$165K -14,345 -28%
JWCA
200
J.W. Coons Advisors
Ohio
$421K -$280K -24,455 -40%