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Invesco Preferred ETF

466 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, 139 increasing their positions, 188 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,200% more call options, than puts

Call options by funds: $166K | Put options by funds: $2K

0.39% less ownership

Funds ownership: 46.36%45.97% (-0.39%)

5% less funds holding

Funds holding: 491466 (-25)

5% less capital invested

Capital invested by funds: $2.1B → $1.99B (-$114M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

26% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 188

34% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 53

Holders
466
Holders Change
-25
Holders Change %
-5.09%
% of All Funds
6.73%
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
139
Reduced
188
Closed
53
Calls
$166K
Puts
$2K
Net Calls
+$164K
Net Calls Change
+$42K
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global Investments
176
Mirae Asset Global Investments
South Korea
$481K -$87.4K -7,561 -15%
AIC
177
Argus Investors Counsel
New York
$480K +$14.3K +1,237 +3%
CFP
178
Cascade Financial Partners
California
$473K
AWS
179
Atria Wealth Solutions
New York
$473K -$187K -16,139 -28%
BCM
180
Brookstone Capital Management
Illinois
$471K -$12.1K -1,050 -3%
Jane Street
181
Jane Street
New York
$469K -$726K -62,767 -61%
AAP
182
Arax Advisory Partners
Colorado
$467K +$3.5K +303 +0.8%
LSA
183
Lion Street Advisors
Texas
$466K -$35.8K -3,095 -7%
PP
184
Prudential plc
United Kingdom
$462K
PTC
185
Private Trust Company
Ohio
$462K +$52K +4,497 +13%
FF
186
Friedenthal Financial
New Jersey
$453K +$23.5K +2,031 +5%
CIBC World Market
187
CIBC World Market
Ontario, Canada
$449K -$14.3K -1,236 -3%
PFS
188
Prospera Financial Services
Texas
$446K +$104K +8,989 +30%
PNC Financial Services Group
189
PNC Financial Services Group
Pennsylvania
$431K -$177K -15,344 -29%
GLA
190
Good Life Advisors
Pennsylvania
$426K -$9.14K -791 -2%
NAG
191
Northstar Advisory Group
New Jersey
$424K
PIA
192
Perennial Investment Advisors
California
$419K +$289K +24,983 +221%
BSW
193
Buckingham Strategic Wealth
Missouri
$407K -$1.94K -168 -0.5%
AAS
194
Ameritas Advisory Services
Nebraska
$404K -$146K -12,673 -27%
CP
195
Creekside Partners
California
$403K +$404K +34,925 New
GWSG
196
GPS Wealth Strategies Group
Colorado
$399K -$76.8K -6,641 -16%
WAP
197
Wealthcare Advisory Partners
Pennsylvania
$395K -$1.9K -164 -0.5%
WAS
198
Wealth Advisory Solutions
Indiana
$395K +$42.8K +3,699 +12%
NS
199
NBC Securities
Alabama
$386K +$6.36K +550 +2%
AWM
200
AE Wealth Management
Kansas
$374K -$62.8K -5,432 -14%