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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 %
NCM
176
Narwhal Capital Management
Georgia
$531K
EAM
177
Everstar Asset Management
North Carolina
$524K +$524K +42,392 New
MIA
178
MeadowBrook Investment Advisors
Michigan
$520K -$4.94K -400 -0.9%
NFG
179
Nations Financial Group
Iowa
$513K -$8.68K -703 -2%
CKAIS
180
Christensen King & Associates Investment Services
Washington
$512K -$19.1K -1,546 -4%
LSA
181
Lion Street Advisors
Texas
$499K
CIBC World Market
182
CIBC World Market
Ontario, Canada
$496K +$16K +1,295 +3%
PTC
183
Private Trust Company
Ohio
$494K
HWM
184
Howard Wealth Management
Connecticut
$491K -$624K -50,491 -56%
FF
185
Friedenthal Financial
New Jersey
$482K -$1.61K -130 -0.3%
CTC
186
Central Trust Company
Missouri
$482K -$124K -10,000 -20%
AWS
187
Atria Wealth Solutions
New York
$476K -$29.7K -2,403 -6%
LFAS
188
Level Four Advisory Services
Texas
$473K +$230K +19,040 +95%
PFS
189
Prospera Financial Services
Texas
$466K -$11.2K -903 -2%
AIC
190
Argus Investors Counsel
New York
$465K -$47.4K -3,837 -9%
PAS
191
Park Avenue Securities
New York
$450K +$212K +17,131 +89%
AAS
192
Avantax Advisory Services
Texas
$448K -$781K -63,263 -64%
NAG
193
Northstar Advisory Group
New Jersey
$444K -$9.2K -745 -2%
DL
194
DOHJ LLC
Washington
$440K +$440K +35,457 New
AAP
195
Arax Advisory Partners
Colorado
$438K -$61.5K -4,977 -12%
CP
196
Creekside Partners
California
$432K +$766 +62 +0.2%
NS
197
NBC Securities
Alabama
$424K +$11.7K +950 +3%
GWSG
198
GPS Wealth Strategies Group
Colorado
$417K -$9.97K -807 -2%
PIA
199
Perennial Investment Advisors
California
$416K -$32.8K -2,658 -7%
AAS
200
Ameritas Advisory Services
Nebraska
$399K -$32.9K -2,665 -8%