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Invesco Preferred ETF

502 hedge funds and large institutions have $3.43B invested in Invesco Preferred ETF in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 223 increasing their positions, 133 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
Holders Change %
0%
% of All Funds
8.82%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
37
Increased
223
Reduced
133
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PA
226
PFG Advisors
Arizona
$815K -$15K -995 -2%
IC
227
Intersect Capital
California
$808K +$49.6K +3,300 +7%
WAP
228
Wealthcare Advisory Partners
Pennsylvania
$798K -$19.4K -1,294 -2%
UCFA
229
United Capital Financial Advisors
Texas
$784K +$80.7K +5,373 +11%
MIAN
230
Mariner Independent Advisor Network
Kansas
$782K -$7.51K -496 -1%
FMC
231
First Merchants Corp
Indiana
$780K +$179K +11,900 +30%
HA
232
Harfst & Associates
Wyoming
$768K -$7.14M -475,517 -90%
AIC
233
Ameritas Investment Company
Nebraska
$750K +$632K +42,070 +535%
FHA
234
First Horizon Advisors
Tennessee
$749K -$290K -19,326 -28%
N
235
Natixis
France
$747K +$6.43K +428 +0.9%
WPC
236
White Pine Capital
Minnesota
$722K -$18.8K -1,250 -3%
TWM
237
Tradition Wealth Management
Minnesota
$721K +$181K +12,057 +34%
MPWT
238
MassMutual Private Wealth & Trust
Connecticut
$717K +$69.7K +4,639 +11%
LNC
239
Lincoln National Corp
Pennsylvania
$714K +$230K +15,334 +48%
OA
240
Oxbow Advisors
Texas
$689K -$37.5K -2,493 -5%
SFS
241
Sowell Financial Services
Arkansas
$685K +$64.9K +4,318 +10%
CA
242
Cetera Advisors
Colorado
$676K +$141K +9,360 +26%
GWAG
243
Garrett Wealth Advisory Group
Texas
$674K -$16.4K -1,094 -2%
LFGH
244
Lee Financial Group Hawaii
Hawaii
$673K +$119K +7,896 +21%
PFA
245
Pinnacle Family Advisors
Missouri
$668K +$668K +44,420 New
SWMG
246
Sanchez Wealth Management Group
Florida
$665K -$90.4K -6,017 -12%
VFA
247
Valeo Financial Advisors
Indiana
$654K +$152K +10,109 +30%
SRC
248
Shufro Rose & Co
New York
$651K +$199K +13,234 +44%
SG
249
StoneX Group
New York
$641K +$21K +1,399 +3%
CA
250
CSM Advisors
Pennsylvania
$627K