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Invesco Preferred ETF

535 hedge funds and large institutions have $3.36B invested in Invesco Preferred ETF in 2021 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 187 increasing their positions, 167 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+33
Holders Change %
+6.57%
% of All Funds
8.26%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.23%
New
94
Increased
187
Reduced
167
Closed
55
Calls
$732K
Puts
Net Calls
+$732K
Net Calls Change
+$732K
Name Holding Trade Value Shares
Change
Shares
Change %
CAC
226
Certified Advisory Corp
Florida
$794K -$70.7K -4,712 -8%
PPWM
227
Paragon Private Wealth Management
Kentucky
$794K +$794K +52,942 New
TFA
228
Tranquilli Financial Advisor
New Jersey
$750K -$712K -47,500 -49%
N
229
Natixis
France
$742K -$3.69K -246 -0.5%
NWMG
230
National Wealth Management Group
Ohio
$741K +$741K +49,381 New
SB
231
Sunflower Bank
Texas
$734K -$110K -7,356 -13%
MIAN
232
Mariner Independent Advisor Network
Kansas
$730K -$42.3K -2,829 -5%
SFS
233
Sowell Financial Services
Arkansas
$726K +$42.6K +2,841 +6%
WWM
234
Western Wealth Management
Colorado
$724K +$724K +47,931 New
TA
235
TrueWealth Advisors
Alabama
$719K -$96.5K -6,432 -12%
WPC
236
Wedmont Private Capital
Pennsylvania
$708K +$708K +47,656 New
PFA
237
Pinnacle Family Advisors
Missouri
$698K +$31.6K +2,109 +5%
Bank of New York Mellon
238
Bank of New York Mellon
New York
$697K +$188K +12,552 +37%
PCM
239
Pennsylvania Capital Management
Pennsylvania
$692K +$692K +46,166 New
DFA
240
DHK Financial Advisors
New Hampshire
$691K +$691K +46,072 New
CIC
241
Carnegie Investment Counsel
Ohio
$683K +$158K +10,544 +30%
SWMG
242
Sanchez Wealth Management Group
Florida
$677K +$12.7K +848 +2%
AAS
243
Ameritas Advisory Services
Nebraska
$675K +$675K +45,005 New
WPC
244
White Pine Capital
Minnesota
$672K -$48.6K -3,238 -7%
VFA
245
Valeo Financial Advisors
Indiana
$672K +$19.3K +1,284 +3%
OPA
246
Old Port Advisors
Maine
$660K +$102K +6,877 +18%
OA
247
Oxbow Advisors
Texas
$657K -$31K -2,068 -5%
SG
248
StoneX Group
New York
$657K +$17.2K +1,149 +3%
LFGH
249
Lee Financial Group Hawaii
Hawaii
$650K -$21.4K -1,424 -3%
CW
250
CreativeOne Wealth
Kansas
$641K -$193K -12,872 -23%