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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
BA
176
Bristlecone Advisors
Washington
$546K
NCM
177
Narwhal Capital Management
Georgia
$531K
EAM
178
Everstar Asset Management
North Carolina
$524K +$506K +42,392 New
MIA
179
MeadowBrook Investment Advisors
Michigan
$520K -$4.77K -400 -0.9%
NFG
180
Nations Financial Group
Iowa
$513K -$8.39K -703 -2%
CKAIS
181
Christensen King & Associates Investment Services
Washington
$512K -$18.4K -1,546 -4%
LSA
182
Lion Street Advisors
Texas
$499K
CIBC World Market
183
CIBC World Market
Ontario, Canada
$496K +$15.5K +1,295 +3%
PTC
184
Private Trust Company
Ohio
$494K
HWM
185
Howard Wealth Management
Connecticut
$491K -$603K -50,491 -56%
FF
186
Friedenthal Financial
New Jersey
$482K -$1.55K -130 -0.3%
CTC
187
Central Trust Company
Missouri
$482K -$119K -10,000 -20%
AWS
188
Atria Wealth Solutions
New York
$476K -$28.7K -2,403 -6%
LFAS
189
Level Four Advisory Services
Texas
$473K +$227K +19,040 +95%
PFS
190
Prospera Financial Services
Texas
$466K -$10.8K -903 -2%
AIC
191
Argus Investors Counsel
New York
$465K -$45.8K -3,837 -9%
PAS
192
Park Avenue Securities
New York
$450K +$204K +17,131 +89%
AAS
193
Avantax Advisory Services
Texas
$448K -$755K -63,263 -64%
NAG
194
Northstar Advisory Group
New Jersey
$444K -$8.89K -745 -2%
DL
195
DOHJ LLC
Washington
$440K +$423K +35,457 New
AAP
196
Arax Advisory Partners
Colorado
$438K -$59.4K -4,977 -12%
CP
197
Creekside Partners
California
$432K +$740 +62 +0.2%
NS
198
NBC Securities
Alabama
$424K +$11.3K +950 +3%
GWSG
199
GPS Wealth Strategies Group
Colorado
$417K -$9.63K -807 -2%
PIA
200
Perennial Investment Advisors
California
$416K -$31.7K -2,658 -7%