Invesco Preferred ETF
471 hedge funds and large institutions have $2.1B invested in Invesco Preferred ETF in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 172 increasing their positions, 158 reducing their positions, and 41 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more ownership
Funds ownership: →
more funds holding
Funds holding: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
5% more capital invested
Capital invested by funds: $2B → $2.1B (+$99.8M)
25% less funds holding in top 10
Funds holding in top 10: 12 → 9 (-3)
39% less call options, than puts
Call options by funds: $475K | Put options by funds: $784K
Holders
471
Holding in Top 10
9
Calls
$475K
Puts
$784K
Top Buyers
| 1 | +$57.9M | |
| 2 | +$44M | |
| 3 | +$19.4M | |
| 4 |
Wells Fargo
San Francisco,
California
|
+$16.4M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$12.1M |
Top Sellers
| 1 | -$46.1M | |
| 2 | -$29.1M | |
| 3 | -$16.7M | |
| 4 |
AA
ACT Advisors
Asheville,
North Carolina
|
-$14.6M |
| 5 |
AF
Allworth Financial
Folsom,
California
|
-$10M |