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Invesco Preferred ETF

470 hedge funds and large institutions have $1.99B invested in Invesco Preferred ETF in 2022 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 131 increasing their positions, 190 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
-23
Holders Change %
-4.67%
% of All Funds
8.13%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
43
Increased
131
Reduced
190
Closed
60
Calls
$397K
Puts
$265K
Net Calls
+$132K
Net Calls Change
-$663K
Name Holding Trade Value Shares
Change
Shares
Change %
FUBT
251
First United Bank & Trust
Maryland
$289K -$94.5K -7,947 -25%
JGIA
252
Jackson Grant Investment Advisers
Connecticut
$283K
AWA
253
Aletheian Wealth Advisors
Washington
$283K +$59.9K +5,047 +27%
MA
254
MKT Advisors
California
$282K -$11.7K -982 -4%
WAG
255
Winthrop Advisory Group
Massachusetts
$280K +$280K +23,550 New
PFT
256
Providence First Trust
Arizona
$277K
NFG
257
Nations Financial Group
Iowa
$275K +$4.1K +345 +2%
GPA
258
Guidance Point Advisors
Massachusetts
$274K +$1.66K +140 +0.6%
ASN
259
Advisory Services Network
Georgia
$267K -$40.3K -3,384 -13%
IWP
260
Insight Wealth Partners
Texas
$265K
TFS
261
TrustCore Financial Services
Tennessee
$264K +$3.39K +285 +1%
CAG
262
Csenge Advisory Group
Florida
$264K +$264K +22,222 New
CFO
263
CVA Family Office
Colorado
$261K
PIA
264
Perennial Investment Advisors
California
$260K +$260K +21,861 New
Citigroup
265
Citigroup
New York
$259K +$736 +62 +0.3%
HI
266
Harbour Investments
Wisconsin
$256K
FA
267
Flagstar Advisors
New York
$255K -$15.5K -1,307 -6%
LSA
268
Lion Street Advisors
Texas
$255K -$200K -16,703 -44%
KA
269
Kovack Advisors
Florida
$253K +$2.89K +243 +1%
PSIWM
270
Paradigm Strategies in Wealth Management
Minnesota
$253K +$253K +21,258 New
BOPW
271
Brandywine Oak Private Wealth
Pennsylvania
$247K
Carson Wealth (CWM LLC)
272
Carson Wealth (CWM LLC)
Nebraska
$245K +$28.3K +2,384 +13%
CRWM
273
Castle Rock Wealth Management
California
$242K +$138 +12 +0.1%
TP
274
Tranquility Partners
Tennessee
$240K
FCA
275
FLC Capital Advisors
California
$237K