PGX icon

Invesco Preferred ETF

470 hedge funds and large institutions have $1.99B invested in Invesco Preferred ETF in 2022 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 131 increasing their positions, 190 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
-23
Holders Change %
-4.67%
% of All Funds
8.13%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
43
Increased
131
Reduced
190
Closed
60
Calls
$397K
Puts
$265K
Net Calls
+$132K
Net Calls Change
-$663K
Name Holding Trade Value Shares
Change
Shares
Change %
CG
226
Colony Group
Massachusetts
$379K
MA
227
Mutual Advisors
Nebraska
$377K +$2.46K +207 +0.7%
Mariner
228
Mariner
Kansas
$375K -$411K -34,560 -52%
WBCM
229
Wilson & Boucher Capital Management
California
$373K
LWP
230
Legacy Wealth Planning
Nevada
$372K +$38.3K +3,221 +11%
OIA
231
OneDigital Investment Advisors
Kansas
$360K -$236K -19,845 -40%
BWM
232
BCS Wealth Management
Tennessee
$359K +$21.6K +1,820 +6%
RJT
233
Raymond James Trust
Florida
$343K -$141K -11,881 -29%
KWM
234
Kingsview Wealth Management
Oregon
$340K -$43.3K -3,649 -11%
SBIA
235
Sheaff Brock Investment Advisors
Indiana
$340K +$1.76K +148 +0.5%
CWA
236
Capital Wealth Alliance
Arizona
$339K -$47.4K -3,997 -12%
1WM
237
1900 Wealth Management
Texas
$333K +$404 +34 +0.1%
AWM
238
Avior Wealth Management
Nebraska
$332K +$331K +27,963 +27,963%
PA
239
Pinnacle Associates
New York
$330K -$9.6K -808 -3%
MAP
240
Milestone Advisory Partners
North Carolina
$328K
WSTAM
241
Wilbanks Smith & Thomas Asset Management
Virginia
$328K +$83 +7 +0%
B
242
Bensler
Washington
$323K +$4.24K +357 +1%
LWAC
243
Laurel Wealth Advisors (California)
California
$313K +$4.23K +356 +1%
SAM
244
SignalPoint Asset Management
Missouri
$308K -$3.68K -310 -1%
PFS
245
Prospera Financial Services
Texas
$307K -$73.6K -6,200 -19%
MFGM
246
Marshall Financial Group (Maryland)
Maryland
$304K -$22.6K -1,900 -7%
SFPG
247
Stonebridge Financial Planning Group
Florida
$297K -$69.9K -5,880 -19%
WWM
248
Western Wealth Management
Colorado
$295K
CIC
249
Carnegie Investment Counsel
Ohio
$293K -$225K -18,949 -43%
CW
250
CreativeOne Wealth
Kansas
$291K -$88.9K -7,511 -23%