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Invesco Preferred ETF

464 hedge funds and large institutions have $2.16B invested in Invesco Preferred ETF in 2024 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 144 increasing their positions, 165 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

44,400% more call options, than puts

Call options by funds: $445K | Put options by funds: $1K

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

13% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 46

8% more capital invested

Capital invested by funds: $1.99B → $2.16B (+$168M)

1.69% more ownership

Funds ownership: 45.97%47.66% (+1.7%)

0% less funds holding

Funds holding: 466464 (-2)

13% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 165

Holders
464
Holders Change
-2
Holders Change %
-0.43%
% of All Funds
6.66%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
52
Increased
144
Reduced
165
Closed
46
Calls
$445K
Puts
$1K
Net Calls
+$444K
Net Calls Change
+$280K
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
201
Ameritas Advisory Services
Nebraska
$399K -$31.8K -2,665 -8%
AWM
202
Ariadne Wealth Management
California
$393K
Renaissance Technologies
203
Renaissance Technologies
New York
$390K -$933K -78,200 -71%
FHA
204
First Horizon Advisors
Tennessee
$389K -$286 -24 -0.1%
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$385K -$10.5K -880 -3%
WAP
206
Wealthcare Advisory Partners
Pennsylvania
$381K -$40.3K -3,376 -10%
PIMG
207
Patriot Investment Management Group
Tennessee
$380K +$609 +51 +0.2%
EWM
208
Edge Wealth Management
New York
$371K +$3.07K +257 +0.9%
ACA
209
Atlas Capital Advisors
Wyoming
$371K
WAG
210
Wiser Advisor Group
Arizona
$361K -$27.9K -2,334 -7%
Bank Julius Baer & Co
211
Bank Julius Baer & Co
Switzerland
$361K -$19.2K -1,609 -6%
MCC
212
Money Concepts Capital
Florida
$354K +$907 +76 +0.3%
SBIA
213
Sheaff Brock Investment Advisors
Indiana
$351K +$35.2K +2,946 +12%
JWCA
214
J.W. Coons Advisors
Ohio
$347K +$20.3K +1,700 +6%
BWM
215
BCS Wealth Management
Tennessee
$343K -$9.55K -800 -3%
AFP
216
Ausdal Financial Partners
Iowa
$342K +$3.75K +314 +1%
MA
217
Mutual Advisors
Nebraska
$340K -$4.12K -345 -1%
FFN
218
Focus Financial Network
Minnesota
$338K +$1.31K +110 +0.4%
GIA
219
Gladstone Institutional Advisory
Florida
$335K +$17K +1,422 +6%
PWM
220
Perigon Wealth Management
California
$328K -$4.17K -349 -1%
WWM
221
Western Wealth Management
Colorado
$328K -$5.2K -436 -2%
CAG
222
Csenge Advisory Group
Florida
$327K +$14.1K +1,184 +5%
LC
223
Landaas & Company
Wisconsin
$321K -$35.8K -3,000 -10%
PPWM
224
Paragon Private Wealth Management
Kentucky
$317K -$6.63K -556 -2%
FTUS
225
Flow Traders U.S.
New York
$311K -$59.3K -4,969 -16%