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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
Bank of America
1
Bank of America
North Carolina
$635M +$46.6M +4,031,839 +8%
Wells Fargo
2
Wells Fargo
California
$173M +$1.67M +144,517 +1%
LPL Financial
3
LPL Financial
California
$157M +$13.8M +1,197,584 +10%
Morgan Stanley
4
Morgan Stanley
New York
$96.2M +$4.31M +372,474 +5%
Ameriprise
5
Ameriprise
Minnesota
$68.9M -$37.1M -3,206,110 -35%
UBS Group
6
UBS Group
Switzerland
$59M -$454K -39,317 -0.8%
Bessemer Group
7
Bessemer Group
New Jersey
$58.8M
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$42.5M +$2.28M +197,125 +6%
AF
9
Allworth Financial
California
$40.5M +$683K +59,123 +2%
AWM
10
Apollon Wealth Management
South Carolina
$28.2M +$26.9M +2,325,672 +2,035%
Osaic Holdings
11
Osaic Holdings
Arizona
$24.3M +$858K +74,269 +4%
HNB
12
Huntington National Bank
Ohio
$20.7M
RJFSA
13
Raymond James Financial Services Advisors
Florida
$16M +$744K +64,346 +5%
ISB
14
Iowa State Bank
Iowa
$15.2M +$533K +46,127 +4%
CCA
15
Checchi Capital Advisers
California
$14.3M +$636K +55,032 +5%
AMG
16
Advisors Management Group
Wisconsin
$13.9M +$658K +56,945 +5%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$13.8M +$1.46M +126,034 +12%
IFPG
18
Intrepid Financial Planning Group
Indiana
$13.2M -$355K -30,734 -3%
Goldman Sachs
19
Goldman Sachs
New York
$12.5M +$2.54M +219,840 +25%
JP Morgan Chase
20
JP Morgan Chase
New York
$12M +$5.28M +456,871 +78%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$11.8M -$144K -12,455 -1%
Marshall Wace
22
Marshall Wace
United Kingdom
$11.1M +$273K +23,600 +3%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$11.1M -$491K -42,520 -4%
Cohen & Steers
24
Cohen & Steers
New York
$10.9M -$30.4M -2,631,014 -74%
RJA
25
Raymond James & Associates
Florida
$10.7M +$422K +36,524 +4%