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Invesco Preferred ETF

470 hedge funds and large institutions have $2.1B invested in Invesco Preferred ETF in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 172 increasing their positions, 158 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
+6
Holders Change %
+1.29%
% of All Funds
7.41%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
54
Increased
172
Reduced
158
Closed
41
Calls
$475K
Puts
$784K
Net Calls
-$309K
Net Calls Change
-$322K
Name Holding Trade Value Shares
Change
Shares
Change %
SBIA
226
Sheaff Brock Investment Advisors
Indiana
$353K +$65.1K +5,723 +23%
CF
227
Clarity Financial
Texas
$341K +$341K +30,029 New
LEFP
228
Leading Edge Financial Planning
Tennessee
$338K +$60K +5,275 +22%
PFS
229
Prospera Financial Services
Texas
$338K +$7.61K +669 +2%
WCM
230
Whitener Capital Management
North Carolina
$329K -$8.43K -741 -2%
BRWA
231
B. Riley Wealth Advisors
Florida
$328K -$117K -10,328 -26%
Bank Julius Baer & Co
232
Bank Julius Baer & Co
Switzerland
$326K -$6.11K -538 -2%
CB
233
Commerce Bank
Missouri
$325K +$8.3K +730 +3%
VFA
234
Valeo Financial Advisors
Indiana
$325K +$152K +13,350 +88%
MAP
235
Milestone Advisory Partners
North Carolina
$314K
OA
236
Oxbow Advisors
Texas
$313K -$188K -16,540 -38%
BSW
237
Buckingham Strategic Wealth
Missouri
$306K -$32.7K -2,875 -10%
M&T Bank
238
M&T Bank
New York
$305K -$36.7K -3,230 -11%
KWM
239
Kingsview Wealth Management
Oregon
$301K +$17.2K +1,515 +6%
BBWP
240
Beacon Bridge Wealth Partners
Pennsylvania
$301K +$6.73K +592 +2%
HP
241
Hilltop Partners
Indiana
$299K -$125K -11,004 -29%
WBCM
242
Wilson & Boucher Capital Management
California
$296K -$11.4K -1,000 -4%
WSTAM
243
Wilbanks Smith & Thomas Asset Management
Virginia
$291K +$38.1K +3,348 +15%
AF
244
Advisornet Financial
Minnesota
$287K +$2.74K +241 +1%
AFP
245
Ausdal Financial Partners
Iowa
$286K +$33.6K +2,959 +13%
IWP
246
Innova Wealth Partners
Pennsylvania
$284K -$4.33K -381 -2%
AWA
247
Amplius Wealth Advisors
Pennsylvania
$282K
PWM
248
Perigon Wealth Management
California
$279K +$49K +4,307 +21%
WA
249
Win Advisors
Florida
$276K +$276K +30,848 New
MA
250
Mutual Advisors
Nebraska
$274K -$9.56K -841 -3%