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Invesco Preferred ETF

488 hedge funds and large institutions have $2.1B invested in Invesco Preferred ETF in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 182 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
7.08%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
55
Increased
150
Reduced
182
Closed
44
Calls
$164K
Puts
$42K
Net Calls
+$122K
Net Calls Change
+$84K
Name Holding Trade Value Shares
Change
Shares
Change %
WAP
201
Wealthcare Advisory Partners
Pennsylvania
$409K +$4.79K +403 +1%
JWCA
202
J.W. Coons Advisors
Ohio
$391K -$44.4K -3,740 -10%
NS
203
NBC Securities
Alabama
$391K +$19.6K +1,650 +5%
HighTower Advisors
204
HighTower Advisors
Illinois
$389K -$92.3K -7,725 -19%
FHA
205
First Horizon Advisors
Tennessee
$386K +$7.46K +628 +2%
CCM
206
Crew Capital Management
Ohio
$384K +$384K +32,349 New
WAG
207
Wiser Advisor Group
Arizona
$375K +$440 +37 +0.1%
AWM
208
Avior Wealth Management
Nebraska
$372K +$272K +22,995 +273%
WAM
209
Worth Asset Management
Texas
$368K +$69.8K +5,875 +23%
PIMG
210
Patriot Investment Management Group
Tennessee
$365K -$2.47K -208 -0.7%
RFN
211
RDA Financial Network
Iowa
$364K -$71.3K -6,000 -16%
AC
212
Apella Capital
Connecticut
$362K -$6.33K -534 -2%
WAS
213
Wealth Advisory Solutions
Indiana
$362K +$129K +10,833 +55%
EWM
214
Edge Wealth Management
New York
$358K -$113K -9,540 -24%
US Bancorp
215
US Bancorp
Minnesota
$357K +$31.7K +2,672 +10%
ACA
216
Atlas Capital Advisors
Wyoming
$356K
Qube Research & Technologies (QRT)
217
Qube Research & Technologies (QRT)
United Kingdom
$355K
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$353K -$102K -8,574 -22%
WWM
219
Western Wealth Management
Colorado
$353K -$645K -54,252 -65%
PFS
220
Prospera Financial Services
Texas
$352K -$25.7K -2,167 -7%
SSW
221
Stone Summit Wealth
Florida
$351K -$441K -37,123 -56%
BWM
222
BCS Wealth Management
Tennessee
$350K -$19.9K -1,679 -5%
CA
223
CoreCap Advisors
Michigan
$349K +$349K +29,415 New
MCC
224
Money Concepts Capital
Florida
$348K -$21.2K -1,787 -6%
Bank Julius Baer & Co
225
Bank Julius Baer & Co
Switzerland
$347K