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Invesco Preferred ETF

502 hedge funds and large institutions have $3.36B invested in Invesco Preferred ETF in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 224 increasing their positions, 139 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
8.76%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.26%
New
41
Increased
224
Reduced
139
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HIA
251
Harbor Investment Advisory
Maryland
$573K +$130K +8,473 +29%
AIC
252
Argus Investors Counsel
New York
$569K
LFGH
253
Lee Financial Group Hawaii
Hawaii
$565K +$565K +36,864 New
EWM
254
Executive Wealth Management
Michigan
$562K +$42K +2,745 +8%
FWM
255
Frontier Wealth Management
Missouri
$552K -$260 -17 -0%
TWM
256
Tradition Wealth Management
Minnesota
$550K +$28K +1,831 +5%
CA
257
Cetera Advisors
Colorado
$546K -$90.1K -5,876 -14%
IF
258
Intrua Financial
Texas
$545K +$28.7K +1,896 +6%
CAM
259
Cresset Asset Management
Illinois
$539K -$15.8M -1,027,285 -97%
JGIA
260
Jackson Grant Investment Advisers
Connecticut
$531K +$5.86K +382 +1%
CCB
261
Cutter & Co Brokerage
Missouri
$529K -$12K -781 -2%
FFS
262
Founders Financial Securities
Maryland
$529K +$529K +34,530 New
SSWM
263
Sheets Smith Wealth Management
North Carolina
$527K -$79.2K -5,167 -13%
SXL
264
Summit X LLC
Missouri
$526K -$28.5K -1,860 -5%
RF
265
RHS Financial
California
$518K -$243K -15,854 -32%
APP
266
Avantax Planning Partners
Iowa
$518K -$2.27K -148 -0.4%
VFA
267
Valeo Financial Advisors
Indiana
$511K -$145K -9,489 -22%
PFC
268
Phocas Financial Corp
California
$506K
SWM
269
SeaCrest Wealth Management
New York
$505K +$123K +8,030 +32%
SBIA
270
Sheaff Brock Investment Advisors
Indiana
$501K +$9.18K +600 +2%
CIAS
271
Capital Investment Advisory Services
North Carolina
$498K -$23K -1,501 -4%
LNC
272
Lincoln National Corp
Pennsylvania
$493K +$28.2K +1,841 +6%
DWMG
273
DB Wealth Management Group
California
$480K
AF
274
Allworth Financial
California
$475K +$6.29K +411 +1%
PPWP
275
Proquility Private Wealth Partners
Nevada
$475K +$81.7K +5,328 +21%