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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 %
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$368K +$8.48K +735 +2%
IAIM
202
International Assets Investment Management
Florida
$366K +$366K +31,319 New
FF
203
Friedenthal Financial
New Jersey
$365K -$85.8K -7,442 -19%
NAG
204
Northstar Advisory Group
New Jersey
$361K -$54.2K -4,702 -13%
IWM
205
IHT Wealth Management
Illinois
$359K +$168K +14,557 +88%
PIMG
206
Patriot Investment Management Group
Tennessee
$356K +$623 +54 +0.2%
TCA
207
Transcend Capital Advisors
New Jersey
$355K -$1.61M -139,236 -82%
ACA
208
Atlas Capital Advisors
Wyoming
$346K
PWM
209
Pines Wealth Management
North Carolina
$344K +$344K +30,320 New
AAS
210
Ameritas Advisory Services
Nebraska
$339K -$33.5K -2,904 -9%
Bank Julius Baer & Co
211
Bank Julius Baer & Co
Switzerland
$337K +$23.3K +1,831 +7%
SW
212
SkyOak Wealth
Michigan
$332K +$104K +9,000 +46%
SBIA
213
Sheaff Brock Investment Advisors
Indiana
$328K
KWA
214
Kingswood Wealth Advisors
California
$326K +$75.3K +6,535 +30%
MA
215
Mutual Advisors
Nebraska
$324K +$871 +75 +0.3%
EWM
216
Edge Wealth Management
New York
$322K -$24.5K -2,125 -7%
GI
217
GAMMA Investing
California
$319K +$60.4K +5,238 +23%
WAG
218
Wiser Advisor Group
Arizona
$314K -$22.8K -1,976 -7%
CFB
219
Cullen/Frost Bankers
Texas
$313K -$484K -41,953 -61%
FFN
220
Focus Financial Network
Minnesota
$313K -$2.54K -220 -0.8%
CAG
221
Csenge Advisory Group
Florida
$308K +$3.55K +308 +1%
GS
222
GWN Securities
Florida
$307K +$307K +26,273 New
LC
223
Landaas & Company
Wisconsin
$300K
GIA
224
Gladstone Institutional Advisory
Florida
$299K -$13.8K -1,197 -4%
JWCA
225
J.W. Coons Advisors
Ohio
$297K -$26.8K -2,325 -8%