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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
Bank of America
1
Bank of America
North Carolina
$682M +$3.27M +273,619 +0.5%
Wells Fargo
2
Wells Fargo
California
$181M -$2.98M -250,032 -2%
LPL Financial
3
LPL Financial
California
$158M -$9.19M -770,238 -6%
Morgan Stanley
4
Morgan Stanley
New York
$103M +$238K +19,902 +0.2%
Ameriprise
5
Ameriprise
Minnesota
$70.2M -$3.5M -293,045 -5%
UBS Group
6
UBS Group
Switzerland
$60.4M -$2.65M -222,069 -4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$46.1M +$684K +57,304 +2%
AF
8
Allworth Financial
California
$44.3M +$1.77M +148,476 +4%
SAMC
9
Spectrum Asset Management (Connecticut)
Connecticut
$43.3M +$38.2M +3,204,023 +1,064%
Bessemer Group
10
Bessemer Group
New Jersey
$43M -$19.2M -1,609,000 -32%
Osaic Holdings
11
Osaic Holdings
Arizona
$25M -$908K -76,080 -4%
JP Morgan Chase
12
JP Morgan Chase
New York
$22.1M +$8.91M +746,783 +72%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$20M +$2.79M +233,653 +17%
HNB
14
Huntington National Bank
Ohio
$19.9M
AA
15
ACT Advisors
North Carolina
$17.4M +$16.8M +1,406,285 New
CCA
16
Checchi Capital Advisers
California
$16.4M +$1.11M +93,196 +8%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$16.1M +$1.28M +106,876 +9%
OPAM
18
Ocean Park Asset Management
California
$15.4M +$14.9M +1,251,000 New
AMG
19
Advisors Management Group
Wisconsin
$15.3M +$399K +33,404 +3%
ISB
20
Iowa State Bank
Iowa
$13.8M -$2.33M -195,567 -15%
IFPG
21
Intrepid Financial Planning Group
Indiana
$13.3M -$716K -59,997 -5%
Goldman Sachs
22
Goldman Sachs
New York
$12.8M -$600K -50,252 -5%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$12.6M +$784K +65,707 +7%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$12.5M -$104K -8,708 -0.9%
Stifel Financial
25
Stifel Financial
Missouri
$11.8M +$723K +60,601 +7%