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Invesco Preferred ETF

464 hedge funds and large institutions have $2B invested in Invesco Preferred ETF in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 145 increasing their positions, 191 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
-27
Holders Change %
-5.5%
% of All Funds
7.43%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
46
Increased
145
Reduced
191
Closed
66
Calls
$835K
Puts
$822K
Net Calls
+$13K
Net Calls Change
-$148K
Name Holding Trade Value Shares
Change
Shares
Change %
AL
251
ACAS LLC
California
$285K -$24.2K -2,109 -8%
AWA
252
Amplius Wealth Advisors
Pennsylvania
$284K
PA
253
Pinnacle Associates
New York
$282K -$39.2K -3,413 -12%
CW
254
CreativeOne Wealth
Kansas
$282K +$5.81K +507 +2%
AIP
255
Ahrens Investment Partners
Louisiana
$281K +$1.98K +172 +0.7%
PA
256
Parallel Advisors
California
$281K +$110K +9,592 +64%
LEFP
257
Leading Edge Financial Planning
Tennessee
$281K +$1.53K +133 +0.5%
AA
258
AlphaQ Advisors
Florida
$270K -$670K -58,336 -71%
MIA
259
MainStreet Investment Advisors
Illinois
$267K -$93.8K -8,175 -26%
MA
260
MKT Advisors
California
$263K -$931 -81 -0.4%
PTC
261
Private Trust Company
Ohio
$262K +$74.8K +6,518 +40%
SA
262
Sunesis Advisors
Kansas
$258K +$258K +22,492 New
NFSG
263
Newbridge Financial Services Group
Florida
$258K +$12.3K +1,075 +5%
Citigroup
264
Citigroup
New York
$257K -$284K -24,745 -53%
BFEC
265
Benjamin F. Edwards & Company
Missouri
$256K -$229K -19,913 -47%
WSTAM
266
Wilbanks Smith & Thomas Asset Management
Virginia
$256K -$2.22M -193,100 -90%
AFP
267
Ausdal Financial Partners
Iowa
$254K +$28.2K +2,455 +12%
US Bancorp
268
US Bancorp
Minnesota
$254K -$113K -9,800 -31%
BOPW
269
Brandywine Oak Private Wealth
Pennsylvania
$250K +$12.7K +1,102 +5%
MPWT
270
MassMutual Private Wealth & Trust
Connecticut
$243K -$132K -11,512 -35%
KPWS
271
Kestra Private Wealth Services
Texas
$235K +$73.9K +6,435 +46%
B
272
Bensler
Washington
$233K -$30.1K -2,626 -11%
PWM
273
Perigon Wealth Management
California
$232K +$1.94K +169 +0.8%
CRWM
274
Castle Rock Wealth Management
California
$231K +$188 +17 +0.1%
CFGS
275
Concourse Financial Group Securities
Alabama
$229K +$51.1K +4,450 +29%