PGX icon

Invesco Preferred ETF

518 hedge funds and large institutions have $2.84B invested in Invesco Preferred ETF in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 219 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
518
Holders Change
-17
Holders Change %
-3.18%
% of All Funds
8.2%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.17%
New
55
Increased
150
Reduced
219
Closed
66
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NAG
251
Northstar Advisory Group
New Jersey
$492K +$3.68K +271 +0.8%
SSW
252
Stone Summit Wealth
Florida
$492K +$36K +2,685 +8%
SCA
253
Snowden Capital Advisors
New York
$491K +$413K +30,475 +531%
JGIA
254
Jackson Grant Investment Advisers
Connecticut
$481K +$3.95K +291 +0.8%
SFPG
255
Stonebridge Financial Planning Group
Florida
$480K +$23K +1,700 +5%
BSSFA
256
Baron Silver Stevens Financial Advisors
Florida
$478K +$478K +35,256 New
MFS
257
Madrona Financial Services
Washington
$472K
SSWM
258
Sheets Smith Wealth Management
North Carolina
$467K
AA
259
AlphaMark Advisors
Kentucky
$462K -$866K -63,860 -65%
OMC
260
Old Mission Capital
Illinois
$459K +$459K +33,848 New
LNC
261
Lincoln National Corp
Pennsylvania
$458K -$29.8K -2,198 -6%
DI
262
Disciplined Investments
Oklahoma
$458K +$5.39K +397 +1%
WWM
263
Western Wealth Management
Colorado
$448K -$201K -14,855 -31%
PFS
264
Prospera Financial Services
Texas
$444K -$5.72K -422 -1%
FF
265
Friedenthal Financial
New Jersey
$441K -$2.05K -151 -0.5%
B
266
Bensler
Washington
$437K +$437K +32,185 New
PPWP
267
Proquility Private Wealth Partners
Nevada
$432K +$24.1K +1,979 +6%
VFA
268
Valeo Financial Advisors
Indiana
$426K -$181K -13,375 -30%
FWM
269
Frontier Wealth Management
Missouri
$426K -$6.85K -529 -2%
WBCM
270
Wilson & Boucher Capital Management
California
$426K
GWAG
271
Garrett Wealth Advisory Group
Texas
$412K -$99K -7,294 -19%
PPP
272
Private Portfolio Partners
New Jersey
$409K +$36.9K +2,718 +10%
TSS
273
Two Sigma Securities
New York
$409K +$409K +30,173 New
KA
274
Kovack Advisors
Florida
$403K -$111K -8,189 -22%
IA
275
IFG Advisory
Georgia
$402K +$160K +11,821 +66%