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Invesco Preferred ETF

502 hedge funds and large institutions have $3.36B invested in Invesco Preferred ETF in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 224 increasing their positions, 139 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
8.76%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.26%
New
41
Increased
224
Reduced
139
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WPC
226
White Pine Capital
Minnesota
$751K -$28.7K -1,881 -4%
OA
227
Oxbow Advisors
Texas
$741K +$2.47K +161 +0.3%
AIC
228
Ameritas Investment Company
Nebraska
$728K -$8.71M -94,113 -92%
WWM
229
Western Wealth Management
Colorado
$725K +$219K +14,270 +43%
UCFA
230
United Capital Financial Advisors
Texas
$717K +$21.7K +1,413 +3%
GWAG
231
Garrett Wealth Advisory Group
Texas
$704K -$36.4K -2,377 -5%
JF
232
JSF Financial
California
$662K +$16.9K +1,103 +3%
MPWT
233
MassMutual Private Wealth & Trust
Connecticut
$660K +$2.9K +189 +0.4%
ACM
234
Advisors Capital Management
New Jersey
$645K +$645K +42,089 New
CA
235
CSM Advisors
Pennsylvania
$639K +$639K +41,700 New
FUBT
236
First United Bank & Trust
Maryland
$636K +$401K +26,208 +171%
SFS
237
Sowell Financial Services
Arkansas
$632K -$9.19K -600 -1%
SG
238
StoneX Group
New York
$632K +$83.7K +5,460 +15%
BAAM
239
Baker Avenue Asset Management
California
$623K
CSPIA
240
Cary Street Partners Investment Advisory
Virginia
$615K +$140K +9,150 +30%
FMC
241
First Merchants Corp
Indiana
$613K
PP
242
Prudential plc
United Kingdom
$613K
CK
243
Cohen Klingenstein
New York
$613K
MAFM
244
Mid Atlantic Financial Management
Pennsylvania
$606K +$9.99K +652 +2%
CAAS
245
Capital Asset Advisory Services
Michigan
$605K -$43.8K -2,859 -7%
AAM
246
Autus Asset Management
Arizona
$589K +$4.59K +300 +0.8%
OFA
247
Oak Family Advisors
Illinois
$588K +$10.7K +700 +2%
MCM
248
McMillion Capital Management
North Carolina
$587K -$115K -7,476 -16%
1IA
249
1834 Investment Advisors
Wisconsin
$581K +$70.5K +4,600 +14%
BFG
250
Barber Financial Group
Kansas
$573K -$4.1M -267,902 -88%