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Invesco Preferred ETF

518 hedge funds and large institutions have $2.84B invested in Invesco Preferred ETF in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 219 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
518
Holders Change
-17
Holders Change %
-3.18%
% of All Funds
8.2%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.17%
New
55
Increased
150
Reduced
219
Closed
66
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DFA
226
DHK Financial Advisors
New Hampshire
$633K +$7.41K +546 +1%
TWP
227
Transparent Wealth Partners
Arkansas
$633K +$633K +46,618 New
1WM
228
1900 Wealth Management
Texas
$626K -$272K -20,036 -30%
SWMG
229
Sanchez Wealth Management Group
Florida
$611K -$1.14K -84 -0.2%
AL
230
ACAS LLC
California
$604K -$168K -12,375 -22%
AC
231
Apella Capital
Connecticut
$603K -$250K -18,455 -29%
OA
232
Oxbow Advisors
Texas
$600K +$5.73K +422 +1%
N
233
Natixis
France
$597K -$73.7K -5,437 -11%
AAS
234
Ameritas Advisory Services
Nebraska
$594K -$16.3K -1,205 -3%
WPC
235
White Pine Capital
Minnesota
$589K -$18.6K -1,372 -3%
AF
236
Advisornet Financial
Minnesota
$587K -$912K -67,226 -61%
LSA
237
Lion Street Advisors
Texas
$569K -$1.79K -132 -0.3%
KFS
238
Kaizen Financial Strategies
California
$566K +$104K +7,660 +22%
RJT
239
Raymond James Trust
Florida
$562K -$987K -72,714 -64%
SG
240
StoneX Group
New York
$556K -$37.6K -2,773 -6%
CAN
241
Claraphi Advisory Network
United States
$555K +$47.9K +3,531 +9%
PP
242
Prudential plc
United Kingdom
$543K
AIC
243
Argus Investors Counsel
New York
$542K
UCB
244
United Community Bank
South Carolina
$540K +$15.2K +1,120 +3%
CW
245
CreativeOne Wealth
Kansas
$537K -$42.7K -3,149 -7%
IF
246
Intrua Financial
Texas
$525K +$14.1K +1,041 +3%
WAM
247
Worth Asset Management
Texas
$521K +$521K +42,761 New
BSW
248
Buckingham Strategic Wealth
Missouri
$519K +$519K +38,237 New
SWM
249
Spire Wealth Management
Virginia
$510K +$399K +27,790 +361%
Northern Trust
250
Northern Trust
Illinois
$508K -$309K -22,775 -38%