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Invesco Preferred ETF

491 hedge funds and large institutions have $2.76B invested in Invesco Preferred ETF in 2022 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 134 increasing their positions, 202 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
491
Holders Change
+21
Holders Change %
+4.47%
% of All Funds
7.92%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
83
Increased
134
Reduced
202
Closed
54
Calls
$277K
Puts
$116K
Net Calls
+$161K
Net Calls Change
+$29K
Name Holding Trade Value Shares
Change
Shares
Change %
AL
251
ACAS LLC
California
$302K +$302K +26,969 New
AT
252
American Trust
Kentucky
$290K +$290K +25,967 New
KWM
253
Kingsview Wealth Management
Oregon
$288K -$32.5K -2,905 -10%
SBIA
254
Sheaff Brock Investment Advisors
Indiana
$286K -$34.5K -3,089 -11%
NA
255
NewEdge Advisors
Louisiana
$285K -$34.5K -10,022 -11%
SFG
256
Sage Financial Group
Pennsylvania
$285K -$133K -11,865 -32%
IWP
257
Innova Wealth Partners
Pennsylvania
$282K +$282K +25,194 New
PA
258
PFG Advisors
Arizona
$281K -$135K -12,100 -33%
CCG
259
Chatham Capital Group
Georgia
$280K -$620K -55,500 -69%
Deutsche Bank
260
Deutsche Bank
Germany
$280K +$280K +25,000 New
MA
261
MKT Advisors
California
$277K -$8.82K -730 -3%
AF
262
Advisornet Financial
Minnesota
$277K -$78.9K -7,057 -22%
AWA
263
Amplius Wealth Advisors
Pennsylvania
$277K +$109K +9,761 +65%
NFG
264
Nations Financial Group
Iowa
$274K +$15.7K +1,400 +6%
EWM
265
Executive Wealth Management
Michigan
$273K +$269K +24,081 +7,319%
LEFP
266
Leading Edge Financial Planning
Tennessee
$272K +$272K +24,336 New
AIP
267
Ahrens Investment Partners
Louisiana
$272K +$52.4K +4,684 +24%
RPCA
268
Running Point Capital Advisors
California
$269K +$99.9K +8,932 +59%
CW
269
CreativeOne Wealth
Kansas
$269K -$5.39K -483 -2%
CRWM
270
Castle Rock Wealth Management
California
$262K -$1.43K -114 -0.5%
PFT
271
Providence First Trust
Arizona
$261K
LWAC
272
Laurel Wealth Advisors (California)
California
$260K -$34.4K -3,078 -12%
B
273
Bensler
Washington
$256K -$48.2K -4,307 -16%
CIC
274
Carnegie Investment Counsel
Ohio
$253K -$22.3K -1,997 -8%
PIA
275
Perennial Investment Advisors
California
$253K +$8.4K +751 +3%