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Invesco Preferred ETF

535 hedge funds and large institutions have $3.36B invested in Invesco Preferred ETF in 2021 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 187 increasing their positions, 167 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+33
Holders Change %
+6.57%
% of All Funds
8.26%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.23%
New
94
Increased
187
Reduced
167
Closed
55
Calls
$732K
Puts
Net Calls
+$732K
Net Calls Change
+$732K
Name Holding Trade Value Shares
Change
Shares
Change %
UCFA
251
United Capital Financial Advisors
Texas
$634K -$148K -9,881 -19%
LSA
252
Lion Street Advisors
Texas
$633K +$62.3K +4,150 +11%
PP
253
Prudential plc
United Kingdom
$600K
AIC
254
Argus Investors Counsel
New York
$599K
Citadel Advisors
255
Citadel Advisors
Florida
$597K +$597K +39,775 New
CIAS
256
Capital Investment Advisory Services
North Carolina
$589K +$915 +61 +0.2%
FA
257
Flagstar Advisors
New York
$589K +$434K +28,930 +280%
UCB
258
United Community Bank
South Carolina
$581K +$581K +38,707 New
ASN
259
Advisory Services Network
Georgia
$579K -$12.3K -823 -2%
KA
260
Kovack Advisors
Florida
$569K -$691K -46,063 -55%
1IA
261
1834 Investment Advisors
Wisconsin
$569K
GWAG
262
Garrett Wealth Advisory Group
Texas
$565K -$108K -7,226 -16%
SBIA
263
Sheaff Brock Investment Advisors
Indiana
$565K +$3.21K +214 +0.6%
IF
264
Intrua Financial
Texas
$565K +$9.56K +637 +2%
HHRDM
265
H&H Retirement Design & Management
Nevada
$563K -$4.69M -343,736 -89%
CAN
266
Claraphi Advisory Network
United States
$561K +$97.3K +6,480 +21%
AAM
267
Autus Asset Management
Arizona
$555K -$1.56K -104 -0.3%
ACM
268
Antonetti Capital Management
Florida
$543K +$543K +36,218 New
LNC
269
Lincoln National Corp
Pennsylvania
$540K -$174K -11,581 -24%
NAG
270
Northstar Advisory Group
New Jersey
$539K +$539K +35,961 New
MFS
271
Madrona Financial Services
Washington
$537K +$24.2K +1,610 +5%
JGIA
272
Jackson Grant Investment Advisers
Connecticut
$528K +$3.99K +266 +0.8%
SSW
273
Stone Summit Wealth
Florida
$523K +$523K +34,052 New
SSWM
274
Sheets Smith Wealth Management
North Carolina
$517K +$3.75K +250 +0.7%
KFS
275
Kaizen Financial Strategies
California
$511K +$264K +17,589 +107%