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Invesco Preferred ETF

491 hedge funds and large institutions have $2.76B invested in Invesco Preferred ETF in 2022 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 134 increasing their positions, 202 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
491
Holders Change
+21
Holders Change %
+4.47%
% of All Funds
7.92%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
83
Increased
134
Reduced
202
Closed
54
Calls
$277K
Puts
$116K
Net Calls
+$161K
Net Calls Change
+$29K
Name Holding Trade Value Shares
Change
Shares
Change %
IA
226
IFG Advisory
Georgia
$370K -$25.1K -2,253 -6%
Manulife (Manufacturers Life Insurance)
227
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$370K
KFS
228
Kaizen Financial Strategies
California
$369K -$104K -8,501 -22%
MPWT
229
MassMutual Private Wealth & Trust
Connecticut
$365K +$173K +15,475 +90%
WAP
230
Wealthcare Advisory Partners
Pennsylvania
$364K -$81K -7,243 -18%
PPWP
231
Proquility Private Wealth Partners
Nevada
$359K -$49.5K -4,428 -12%
US Bancorp
232
US Bancorp
Minnesota
$357K +$186K +16,665 +109%
MIA
233
MainStreet Investment Advisors
Illinois
$352K +$177K +15,875 +102%
TWP
234
Tempus Wealth Planning
California
$352K +$352K +31,475 New
LNC
235
Lincoln National Corp
Pennsylvania
$350K -$9.34K -835 -3%
BWM
236
BCS Wealth Management
Tennessee
$344K +$6.51K +583 +2%
CG
237
Colony Group
Massachusetts
$339K -$17.4K -1,561 -5%
BSW
238
Buckingham Strategic Wealth
Missouri
$333K +$333K +29,830 New
WCM
239
Whitener Capital Management
North Carolina
$333K -$25.7K -2,299 -7%
PFS
240
Prospera Financial Services
Texas
$330K +$40.8K +3,647 +14%
CB
241
Commerce Bank
Missouri
$327K -$123K -10,994 -27%
WBCM
242
Wilson & Boucher Capital Management
California
$321K -$30.2K -2,700 -9%
PA
243
Pinnacle Associates
New York
$313K +$2.82K +252 +0.9%
1WM
244
1900 Wealth Management
Texas
$313K -$380 -34 -0.1%
LPAM
245
Lodestar Private Asset Management
California
$311K +$311K +27,820 New
MAP
246
Milestone Advisory Partners
North Carolina
$308K
SAM
247
SignalPoint Asset Management
Missouri
$307K +$16.8K +1,499 +6%
BBWP
248
Beacon Bridge Wealth Partners
Pennsylvania
$306K +$306K +27,356 New
BFG
249
Bleakley Financial Group
New Jersey
$305K +$305K +27,313 New
AWM
250
Avior Wealth Management
Nebraska
$304K -$9.08K -815 -3%