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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 %
RFN
201
RDA Financial Network
Iowa
$420K -$9.75K -850 -2%
NAG
202
Northstar Advisory Group
New Jersey
$401K -$11.5K -1,005 -3%
SPC
203
Sigma Planning Corp
Michigan
$400K -$439K -38,259 -52%
GLA
204
Good Life Advisors
Pennsylvania
$396K -$22.4K -1,953 -5%
WAP
205
Wealthcare Advisory Partners
Pennsylvania
$390K +$390K +33,983 New
LC
206
Landaas & Company
Wisconsin
$388K -$360K -31,353 -48%
RW
207
RVW Wealth
California
$387K -$106K -9,254 -22%
LEFP
208
Leading Edge Financial Planning
Tennessee
$367K +$79.9K +6,967 +28%
FHA
209
First Horizon Advisors
Tennessee
$366K +$5.94K +518 +2%
PFS
210
Prospera Financial Services
Texas
$365K +$3.45K +301 +1%
WAG
211
Wiser Advisor Group
Arizona
$361K +$361K +31,510 New
SBIA
212
Sheaff Brock Investment Advisors
Indiana
$361K +$68.5K +5,968 +23%
NS
213
NBC Securities
Alabama
$358K +$45.5K +3,970 +15%
BWM
214
BCS Wealth Management
Tennessee
$357K -$13.3K -1,161 -4%
AC
215
Apella Capital
Connecticut
$356K -$26.9K -2,343 -7%
MCC
216
Money Concepts Capital
Florida
$356K -$80K -6,975 -18%
PIMG
217
Patriot Investment Management Group
Tennessee
$354K -$73.6K -6,415 -17%
SF
218
Summit Financial
New Jersey
$354K +$354K +30,822 New
SA
219
Strategic Advocates
Utah
$352K -$188K -16,407 -35%
Corient Private Wealth
220
Corient Private Wealth
Florida
$347K +$216K +18,797 +164%
OPA
221
Old Port Advisors
Maine
$346K -$122K -10,661 -26%
ACA
222
Atlas Capital Advisors
Wyoming
$344K
Qube Research & Technologies (QRT)
223
Qube Research & Technologies (QRT)
United Kingdom
$342K -$433K -37,720 -56%
SC
224
Sierra Capital
Florida
$338K
Bank Julius Baer & Co
225
Bank Julius Baer & Co
Switzerland
$335K -$4.12K -359 -1%