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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 %
EAM
176
Everstar Asset Management
North Carolina
$489K
AIC
177
Argus Investors Counsel
New York
$485K +$50.7K +4,400 +12%
PTC
178
Private Trust Company
Ohio
$483K +$22.8K +1,974 +5%
MIA
179
MeadowBrook Investment Advisors
Michigan
$482K -$2.71K -235 -0.6%
BWG
180
Balanced Wealth Group
Ohio
$472K -$613K -53,044 -56%
NA
181
Nautilus Advisors
California
$469K +$469K +40,693 New
LSA
182
Lion Street Advisors
Texas
$463K -$2.77K -240 -0.6%
NW
183
NewEdge Wealth
Pennsylvania
$458K -$353K -30,599 -44%
CBT
184
Crews Bank & Trust
Florida
$456K +$456K +39,580 New
LFAS
185
Level Four Advisory Services
Texas
$451K +$23 +2 +0%
PAS
186
Park Avenue Securities
New York
$446K +$26.2K +2,272 +6%
PFS
187
Prospera Financial Services
Texas
$436K +$1.04K +90 +0.2%
AWS
188
Atria Wealth Solutions
New York
$433K -$10.9K -944 -2%
PIA
189
Perennial Investment Advisors
California
$419K +$31.2K +2,710 +8%
AFP
190
Ausdal Financial Partners
Iowa
$409K +$89.9K +7,795 +28%
AAP
191
Arax Advisory Partners
Colorado
$407K -$1.7K -147 -0.4%
AAS
192
Avantax Advisory Services
Texas
$406K -$12.1K -1,052 -3%
TCM
193
Tradewinds Capital Management
Washington
$396K +$393K +34,079 +15,146%
CP
194
Creekside Partners
California
$395K -$8.64K -749 -2%
JGIA
195
Jackson Grant Investment Advisers
Connecticut
$387K -$556K -48,241 -59%
WAP
196
Wealthcare Advisory Partners
Pennsylvania
$385K +$29.7K +2,576 +8%
PFA
197
Portland Financial Advisors
New York
$377K +$377K +32,688 New
AWM
198
Ariadne Wealth Management
California
$374K
GWSG
199
GPS Wealth Strategies Group
Colorado
$372K -$17.3K -1,500 -4%
GLA
200
Good Life Advisors
Pennsylvania
$368K -$446K -38,647 -55%