PGX icon

Invesco Preferred ETF

464 hedge funds and large institutions have $2B invested in Invesco Preferred ETF in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 145 increasing their positions, 191 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
-27
Holders Change %
-5.5%
% of All Funds
7.43%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
46
Increased
145
Reduced
191
Closed
66
Calls
$835K
Puts
$822K
Net Calls
+$13K
Net Calls Change
-$148K
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
226
BCS Wealth Management
Tennessee
$359K +$4.83K +420 +1%
CIBC World Market
227
CIBC World Market
Ontario, Canada
$352K -$49.5K -4,308 -12%
M&T Bank
228
M&T Bank
New York
$345K -$159K -13,836 -32%
WCM
229
Whitener Capital Management
North Carolina
$341K -$1.36K -118 -0.4%
CAP
230
Columbia Advisory Partners
Washington
$340K -$1M -87,344 -75%
Bank Julius Baer & Co
231
Bank Julius Baer & Co
Switzerland
$336K +$336K +29,250 New
PFS
232
Prospera Financial Services
Texas
$334K -$4.99K -435 -1%
BSW
233
Buckingham Strategic Wealth
Missouri
$333K
CG
234
Colony Group
Massachusetts
$323K -$25.4K -2,214 -7%
CB
235
Commerce Bank
Missouri
$320K -$15.8K -1,380 -5%
SS
236
Sunbelt Securities
Texas
$319K -$1.94M -169,232 -86%
WAP
237
Wealthcare Advisory Partners
Pennsylvania
$319K -$54.7K -4,766 -15%
MAP
238
Milestone Advisory Partners
North Carolina
$317K
SAM
239
SignalPoint Asset Management
Missouri
$315K
1WM
240
1900 Wealth Management
Texas
$313K
BAM
241
Belpointe Asset Management
Nevada
$312K +$181K +15,758 +138%
WBCM
242
Wilson & Boucher Capital Management
California
$310K -$19.5K -1,700 -6%
AT
243
American Trust
Kentucky
$299K -$3.75K -322 -1%
BBWP
244
Beacon Bridge Wealth Partners
Pennsylvania
$297K -$17.2K -1,497 -5%
SBIA
245
Sheaff Brock Investment Advisors
Indiana
$291K -$2.74K -239 -0.9%
IWP
246
Innova Wealth Partners
Pennsylvania
$291K +$1.45K +126 +0.5%
AF
247
Advisornet Financial
Minnesota
$287K +$2.5K +218 +0.9%
AWM
248
Avior Wealth Management
Nebraska
$287K -$24.5K -2,140 -8%
KWM
249
Kingsview Wealth Management
Oregon
$287K -$8.4K -732 -3%
MA
250
Mutual Advisors
Nebraska
$286K -$132K -11,474 -32%