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Invesco Preferred ETF

466 hedge funds and large institutions have $1.99B invested in Invesco Preferred ETF in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 139 increasing their positions, 188 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,200% more call options, than puts

Call options by funds: $166K | Put options by funds: $2K

0.39% less ownership

Funds ownership: 46.36%45.97% (-0.39%)

5% less funds holding

Funds holding: 491466 (-25)

5% less capital invested

Capital invested by funds: $2.1B → $1.99B (-$114M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

26% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 188

34% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 53

Holders
466
Holders Change
-25
Holders Change %
-5.09%
% of All Funds
6.73%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
35
Increased
139
Reduced
188
Closed
53
Calls
$166K
Puts
$2K
Net Calls
+$164K
Net Calls Change
+$42K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
Ariadne Wealth Management
California
$373K +$373K +32,271 New
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$370K +$26.9K +2,324 +8%
WAG
203
Wiser Advisor Group
Arizona
$365K +$451 +39 +0.1%
FHA
204
First Horizon Advisors
Tennessee
$364K -$11.5K -994 -3%
PIMG
205
Patriot Investment Management Group
Tennessee
$355K +$578 +50 +0.2%
FTUS
206
Flow Traders U.S.
New York
$348K +$348K +30,126 New
ACA
207
Atlas Capital Advisors
Wyoming
$347K
EWM
208
Edge Wealth Management
New York
$344K -$4.05K -350 -1%
Bank Julius Baer & Co
209
Bank Julius Baer & Co
Switzerland
$338K -$34.3K -2,967 -10%
LC
210
Landaas & Company
Wisconsin
$335K
VFA
211
Valeo Financial Advisors
Indiana
$333K +$2.96K +256 +0.9%
SC
212
Sierra Capital
Florida
$331K
MCC
213
Money Concepts Capital
Florida
$331K -$7.46K -645 -2%
BWM
214
BCS Wealth Management
Tennessee
$330K -$9.89K -856 -3%
MA
215
Mutual Advisors
Nebraska
$327K +$27.6K +2,386 +9%
AC
216
Apella Capital
Connecticut
$326K -$27.7K -2,393 -8%
HighTower Advisors
217
HighTower Advisors
Illinois
$325K -$51.4K -4,446 -14%
PA
218
Pinnacle Associates
New York
$321K +$49.5K +4,285 +18%
FFN
219
Focus Financial Network
Minnesota
$321K -$39.4K -3,410 -11%
AFP
220
Ausdal Financial Partners
Iowa
$316K +$5.39K +466 +2%
WWM
221
Western Wealth Management
Colorado
$312K -$31K -2,681 -9%
PWM
222
Perigon Wealth Management
California
$311K +$3.29K +285 +1%
KWA
223
Kingswood Wealth Advisors
California
$306K +$306K +26,499 New
JWCA
224
J.W. Coons Advisors
Ohio
$305K -$75.4K -6,520 -20%
PPWM
225
Paragon Private Wealth Management
Kentucky
$303K -$207K -17,918 -41%